Axis Direct Premium Investment Plan!

Plan Code DSP10000

Account Opening Charges ZERO

Subscription fees Rs 10,000/-

Complimentary Delivery Turnover (CDT)* 25,00,000

Complimentary Delivery Turnover Validity 12 Months

Brokerage Rates (Post utilization of CDT)

Intraday (Each Leg) 0.01%

Future (Each Leg) 0.01%

Option (per order) [in Rs.] 10

Value Added Services

MTF Rate 13.99% p.a.

Same day payout facility at no additional cost Yes

Charges Payable
Final Charges Rs. 10,000/-
* Turnover= Buy + Sell transaction
Charges with GST (18%) Rs. 11,800/-

* Delivery Turnover = Buy + Sell transactions

For Customer Use:

I / We wish to avail the Plan Code DSP10000 offered by Axis Securities Ltd. as stated above.

I/We have understood the account benefit and the terms & conditions as mentioned overleaf.

I/We authorize Axis Securities Ltd. to debit a sum of Rs. 11,800/- from my Account towards the account opening charges
and recover the amount from me/us.

I/We understand that on the completion of the validity of the plan, default fixed brokerage plan will
be applied.

Client Name : PAN No. :

Date : Form No :

Client Signature (in full)

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(Please turn overleaf for Terms & Conditions)
 Terms & Conditions
1. This “Axis Direct Premium Investment Plan” is from Axis Securities Limited (ASL) and is applicable to the Axis Direct Trading
Account
2. The Offer validity is (“Validity Period”) from the date of realization of the plan charges
3. The Plan charges attract GST on the amount and will be charged upfront. Plan charges are non-refundable and will not
be adjusted against future brokerage or any other charges
4. A client can subscribe to only one plan at any point of time
5. Subscription offers to be provided only at the time of new Axis Direct account opening
6. Above offer is only available for Resident accounts. This offer is not applicable to Axis group employees
7. After the completion of the validity period, the client will be shifted to the default fixed brokerage plan.
8. On completion of the Validity Period of the Plan, client may choose to subscribe to a new plan, on the terms and
conditions applicable at that time. Client needs to submit physical request or in any other manner prescribed by ASL
9. The validity of offer will be for 365 days or till such time these offers are offered by Axis Direct, whichever is earlier. At the
end of 365 days from the date of registration, offer will be auto renewed and amount be debited from the linked bank
account
10. Minimum brokerage of Rs. 25 per order will be applicable for equity segment i.e. both intraday and delivery (apart from
complementary delivery turnover) based transaction
11. Standard brokerage rate will be applicable for all the other segment/products, which are not mentioned in the scheme or
T&C.
12. The Complimentary Delivery Turnover and other Free Value added services will not be continued beyond the validity
period unless otherwise specifically mentioned
13. In case of Complimentary Turnover, minimum statutory brokerage of 1paise per share shall be charged till the
complimentary turnover limit / validity period, whichever is earlier
14. All statutory / regulatory levies and other charges including but not limited to Securities Transaction Tax, SEBI Turnover
Fees, Exchange Transaction Charges, Stamp Duty and Service Tax shall be charged separately over and above the
brokerage.
15. For turnover other than complimentary turnover, brokerage will be charged as per applicable rate subject to a
minimum of Rs. 25/-(Except Equity SIP) per executed order and a maximum of 2.5%. In case the minimum brokerage
calculated comes to more than 2.5%, then the amount that will be charged as a brokerage will be limited to 2.5%. For
securities quoting upto Rs. 10.00 per share, brokerage will be charged at Rs. 0.03 per share, subject to minimum of Rs.
25/- per executed order and a maximum of Rs.0.25 per share
16. In case of discontinuation of offers by ASL, for those customers who have reached the Complimentary Delivery Turnover
limit, ASL reserves the right to discontinue the plan with 15 days notice period. In such case the customer will be assigned
the default brokerage plan
17. The above benefits under the account are subject to regulatory norms in force from time to time and may be discontinued
under any regulatory directions of for any reason, without giving prior intimation to the client
18. For any disputes pertaining to the Offer, the decision of ASL will be final and binding.
19. In case of any queries/further clarifications, please contact on our Customer support helpdesk at 022-40508080 or
[email protected]

For Official Use only:

Axis Direct is a Brand under which Axis Securities Limited offers its retail broking and investment services.

Axis Securities Limited, CIN No. U74992MH2006PLC163204 | SEBI Single Reg. No.- NSE, BSE,MSEI, MCX & NCDEX – INZ000161633 | SEBI-
Research Analyst Reg. No. INH000000297 | Portfolio Manager Reg. No.- INP000000654 | SEBI Depository Participant Reg. No. IN-DP-403-2019
|Investment Advisor Reg No. INA000000615 | Mutual Fund Distributor ARN- 64610 | IRDA Corporate Agent (Composite) Reg. No. CA0073.
Registered Office Address - Axis House, 8th Floor, Wadia International Centre, P.B. Marg, Worli, Mumbai-400025. In case of any grievances
please write to: [email protected]. Compliance Officer Details: Name - Anand Shaha, Tel No. – 022-42274649, Email id -
[email protected].
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