Do`s
Encash dividend/Interest regularly to avoid transfer of unclaimed amount/underlying securities to IEPF.
Follow up diligently and promptly if you have not received allotment intimation/ certificate / dividend / interest etc.
Ensure that your PAN is registered with Link Intime for all your physical holdings.
Ensure nomination is registered for all your securities to smoothen the transmission.
Ensure that all KYC details viz full postal address with PIN, mobile number, e-mail address, etc. are updated to facilitate Link Intime for sending communication.
Ensure that correct and complete Bank details are recorded with Link Intime in respect of physical holdings to facilitate prompt electronic credit of dividend / interest / redemption amounts and eliminate possibility of unclaimed amounts / underlying securities being transferred to IEPF.
Promptly inform Link Intime in writing quoting the Unit Name and Folio Number and complete required formalities in case of loss of securities.
Ensure that the documents provided for availing any investor service request are complete in all respects and keep copies of documents sent to the office of Link Intime.
Monitor all corporate announcements pertaining to investments made.
Don`ts
Do not keep your folios without PAN.
Do not keep your folios without nomination
Do not deal with unauthorized persons for any investor service requests such as change in / updation of address, e-mail address, mobile number and bank details.
Do not share security details, viz. folio number, certificate number, distinctive number(s), bank details, specimen signature, KYC documents, etc. with unknown person(s).