Depository Services


  •  Opening and maintenance of BO account
  •  Dematerialization and re-materialization of instruments
  •  Freeze request and release request and suspensions
  •  Transfer and transmission of instruments
  •  Pledging-unplugging through CDBL
  •  BO ISIN balances and master maintenance enquiry
  •  Safe keeping of securities

 

Trading Services


  •  Trade Execution in Dhaka and Chittagong Stock Exchange Limited
  •  Appointment of dedicated, skilled & experienced sales representative
  •  Opportunities for trading through different financial instruments
  •  One-on-one service through Research team to understand portfolio allocation and buy-sell decisions
  •  VIP Trading Booth/ Female Trading Booth
  •  Pre-IPO Private Placement opportunities through Merchant Banks

 

Margin Loan Facilities


  •  Margin loan facility at affordable interest rate (after 15 working days of initiation of account)

 

Electronic Services


  •  Trade through email and phone for the clients
  •  Trade through Mobile App & Web Version
  •  SMS Service (Daily Trade confirmation after Trade Hour & Alert for Right Share Entitlement, Margin Call, Trigger Call or General Information for Clients)
  •  Daily Portfolio Email Service

 

Panel Brokerage


  •  TESA panels in the clients location for their trading ease and confidentiality.

 

Client Services


  •  Hotline for all your brokerage service oriented questions.

 

REQUIRED DOCUMENTS


For Individual/ Joint Account:

  •  Duly filled up & signed CIF and Beneficiary Owner account opening form
  •  Three copies of Passport size photographs of each account holder(s) (Photographs must be signed by ALL account holders)
  •  National ID or Photocopy of valid Passport/ Driving License/ Nationality Certificate/ e-TIN certificate of the account holder(s) (Duly signed by ALL account holders)
  •  Bank Statement (last six months) or Bank Certificate with Routing No. & Bank Branch No. or Copy of MICR Cheque Leaf
  •  Three copies of Passport size photographs of the nominee(s) (Photographs must be attested by ALL account holders)
  •  Three copies of Passport size photographs of authorized person and power of attorney with photocopy of National ID/ Valid Passport of Power of Attorney holder (Photographs must be attested by ALL account holders)
  •  In case of the nominee is a minor, detail of legal guardian
  •  In case of margin account, margin agreement duly signed (with 2 additional passport size photograph of ALL account holders).

For Limited Liability Company Account:

  •  Duly filled up & signed CIF and Beneficiary Owner account opening form
  •  A forwarding letter in the company’s pad requesting to open a beneficiary ownership (BO) account
  •  Copy of valid trade license, e-TIN Certificate
  •  Copy of RJSC Certified Memorandum and Article of Association certified (MoA, AoA)
  •  Copy of Certificate of Incorporation and Commencement of Business (Public Ltd. Co.)
  •  Latest copy of Form XII, List of directors along with addresses
  •  Copy of Board Resolution to open the account and authorization for operation
  •  List of authorized signatories along with addresses
  •  Three copies of Passport size photographs of each authorized person with photocopy of National ID/ Valid Passport/ Driving License/ Nationality Certificate/ e-TIN certificate (Photographs must be attested by ALL account holders)
  •  Bank Statement (last six months) or Bank Certificate with Routing No. & Bank Branch No.

 In case of margin account, margin agreement duly signed (with 2 additional passport size photograph of ALL account holders).


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