You need to send filled and signed scanned copy of the Annexure for Karvy Demat Account (available on website) along with Tariff sheet (Included in the link) .
You would be required to activate a trading account of client in a very simple process. 1) First, kindly check this client lead is mapped under your code. If lead is not mapped under your code then kindly mail to oi@iifl.in along with client details ...
To get the holding statement, either client can write to us at cs@iifl.com and the copy of the same shall be sent to your registered email id available in our records or RM/FAN can raise query to respective DP team from AAA Help.