How To Download Client Master List From Cdsl

Client Master List/ Client Master Report is required to transfer unlisted shares from one demat account to another demat account. Check: How to transfer unlisted shares online from one demat account to another via CDSL Easiest

Client master report or CMR copy is the PDF document which contains all the details about the client who has opened a Demat account with brokers in India. The client master report or CMR copy is the most sought document for doing transactions in the unlisted market. Without this document, it is very difficult for the unlisted brokers such as UnlistedZone to do any transaction. The client master report copy is also the KYC requirement for the unlisted brokers such as UnlistedZone to carry out the transaction.

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Before we begin make sure you have the Client Master report which has the details of the client ID and Demat account from the broker you have a Demat account with. Also, keep the CMR you received from Groww handy.

Step 3: Enter your Client ID and DP ID. Please note, this client ID and DP ID is the one you have received from the external broker and not that of Groww. The first eight digits of your Demat number are the same as your DP-ID and the next eight numbers are the same as your Client ID.

After confirming your identity by providing your username and password, the requested client master report will be promptly sent to your registered email address. This hassle-free process ensures that you can easily access and review your CMR for your investment records and verification needs.

The client master report or the CMR is a kind of authentication or certification that is issued by your depository participant giving basic and critical details pertaining to your demat account. These are the documents that you have submitted to the broker / DP at the time of opening the trading-cum-demat account. The DP sending such a client master report digitally is a valid document for various purposes as we shall see later.

Before we get into the applications of the client master report or CMR, let us first look at the concept of the client master report (CMR). The client master report is a kind of client master list that certifies that the documents submitted by you at the time of opening the demat account are genuine and certified and verified by them. This is a required document in a number of places and also has legal validity.

The client master report has a number of applications. For example, in case you are mapping your demat account to the trading account with a different broker, then the broker where you open the trading account may insist on a client master report issued by your DP, which acts as a confirmation for mapping your name, mobile number, address and your official bank account. Secondly, the client master report is also useful when it comes to mapping unlisted shares or shares of certain categories of companies or even off-market transfer of shares.

The client master list or CMR is also useful when it comes to transfer and transmission of securities. In these cases, the client is legally bound to submit a copy of the client master report to the statutory body to give effect to the transmission of shares or even in case of transfer by relatives. Normally, the customer can apply for the client master report or CMR online by logging into their online portal and the requisite documents are sent across to your registered email id.

The client master list typically includes four sets of information with proofs. The client master list will give details of proof of communication address, PAN identity, signature and photograph. Here it must be remembered that such client master reports or CMR are typically sent digitally. However, in some cases such digital reports may not be acceptable in which case the client can approach the broker where the trading cum demat account is opened to get a signed physical copy of the client master report.

As stated, the client mater report or CMR is intended to provide a documented proof of any of the four documents like proof of address, proof of PAN identity, proof of signature and proof of photograph identity. Such CMR is insisted in case of unlisted companies, off market transfer of shares, transfer of shares from one DP to another or even for transmission upon the death of a relative who has bequeathed shares to you. In all such cases, the legal rules insist adequate proofs furnished by the client master report.

The CMR demat or the CML demat, as they are popular called, can be accessed and downloaded online. This can be done from your computer by logging into your trading account in the browser or even by using the mobile app. Once you authenticate yourself by providing the user name, password and the second level authentication, the online DP interface will allow you to download any of these four documents viz. proof of address, proof of PAN, proof of photograph and signature proof digitally. Normally, the client master report that you specifically ask for will be directly sent by email to your registered id.

The client master list is useful for specific transactions like off market transfers, dealing in unlisted shares, transmission of shares etc. Even when you need to map a trading and demat account from different service providers, the client master report is essential.

To get a PDF copy of the Customer Master Report or CMR Copy, the client just has to send an email to the broker with whom he/she has created a Demat account. Certain brokers allow you to download the Client Master Report or CMR Copy straight from the mobile application.

CDSL Easiest share transfer method is an online mode of transferring shares from one demat account to another demat account. The client has to register and create an account in the CDSL Easiest login. To do the registration keep your Client Master report which has the details of the client ID and Demat account from the broker demat account you want to transfer. Also, keep the CMR you received from Flattrade.

Note: For any reason, if customer wants to transfer from one Demat to other, he can fill up the Delivery Instruction Slip (DIS), and get the shares transferred. In case he want to close his old Demat account and transfer holding to the new one, he can do that easily by getting the Client Master list from the new DP and providing the same to his old DP. They will transfer the equity shares through off-market transactions.

Self-attested Copy of Passport, OCI and PIO card in case of foreigners and NRI duly apostilized. Self-attested copy of client master list. It should be attested by the depository participant as well. In case any Joint holder is deceased, Copy of Death certificate to be attached

Awareness regarding guidelines of margin collection:

1)Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.

2)Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.

3)Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Issued in the interest of investors

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Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. Pay minimum 20% upfront margin of the transaction value to trade in cash market segment. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide NSE circular reference NSE/INSP/45191 dated July 31, 2020; BSE Notice no. 20200731-7 dated July 31, 2020 and NSE Circular Reference No. NSE/INSP/45534 dated August 31, 2020; BSE Notice No. 20200831-45 dated August 31, 2020 and other guidelines issued from time to time in this regard. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

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