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If I can see multiple investment accounts on the first page of the platform, how can I identify the holding pattern of the investment account?
  • If you see multiple investment accounts on the first page of the platform, you can identify the holding pattern by the way in which the names of the accounts are displayed on the screen
  • For a joint investment pattern account, the name of the first holder will appear under the Client Name column and the names of the second / third holders will appear under the joint holder’s column
  • For a single investment pattern account, the name of the account will appear only under the Client Name column and the Joint holder’s column will be blank
  • You can select the relevant investment account based on the pattern in which you wish to invest