Resources

Downloads

Policies, disclosures, and customer forms in one place. All documents link to the official My Money Securities sources for the latest versions.

Policies

Official policies and disclosures

Investor Charter

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Code Modification Policy

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Conflicts of Interest Policy

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Inactive Policy

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Inter Controls

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Limit Policy

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PMLA Policy

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Policy of Unauthenticated News Circulation

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Pre Funded Policy

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Risk Management System

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SORM Policy

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Surveillance Policy

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Surveillance SOP

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Internal Shortage Policy

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GTC Policy

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AML Policy

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Policy for Voluntary Freezing / Blocking Trading Account

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Policy for Treatment of Dormant Accounts

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Forms

Account and service forms

Combined Account Opening Form

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Depository Account Opening Form

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DP Account Closure Form

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Modification Form

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Transmission Form

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