PMS Consent Form

As per regulation, an email form investor is required to initiate onboarding to the Portfolio Management Service. Please review the content below; enter your name and click the button below to open a draft email. Please click send in the email app.

I, XYZ, hereby give my / our consent: (i) to the Portfolio Manager to collect / receive / use / store / transfer / process all my / our personal / sensitive personal information, and other data including financial information, occupation (“Data”) for the purpose of providing portfolio management services and opening demat account under my name with ICICI Bank Limited. (ii) to ICICI Bank Limited to receive/ share process such Data provided by the Portfolio Manager or fetch such Data from the KYC Registration Agency or create new record for I/we with the KYC Registration Agency based on the Data so received, for the purpose of providing services in relation to opening the above stated demat account with ICICI Bank Limited. (iii) to ICICI Bank Limited to modify the Data so fetched from the KYC Registration Agency, in the event such Data does not match with the KYC documents furnished to ICICI Bank Limited. Open Draft Email