How can a client place a trade after the quarterly settlement?
If a client wish to place trades after a
quarterly settlement is effected in your account i.e. after the funds are
credited to your bank account, you will have to transfer back the funds to us
towards your margin requirements and can place trades thereafter.
Refer to the SEBI's Circular- View
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What is the impact of Quarterly Settlement on clients?
Effective October 1, 2022, 5paisa has laid out the following guidelines regarding the settlement of clients' running accounts for funds, which will occur on the first Friday of every quarter: 1. Clients who have not traded for a period of 30 days: o ...
Can a client ask for the exclusion of their account from settling quarterly?
No, clients cannot request to be excluded from the quarterly settlement of their trading accounts. This process is mandated by the Securities and Exchange Board of India (SEBI), and neither the client nor the broker can opt out of it. The broker must ...
What is a Quarterly Settlement Payout Process?
Quarterly Settlement Payout Process means that every three months, according to SEBI rules circular view, any money in your trading account will be sent back to your primary bank account. This happens on the first Friday of January, April, July, ...
If a client has an open position or debit balance, will it be squared off for settling the account?
No. Client's open positions or debit balance shall be subject to the Risk Management Policy of the company and square-off shall happen if the risk parameters are hit or a margin shortfall occurs.
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