What documents are required for the IPV call?

• Related Articles

• What if Customer miss the Video IPV call?

  It's important to be available for the scheduled call. If customer miss it, then application might be put on hold or could face rejection, as the Video IPV is a crucial part of the account opening process and modification process.

• How will customer know when to expect a Video IPV call?

  Our team will reach out to customer via a voice call on clients registered mobile number. The call will come from our Aspect contact number, +91 1600313699, to confirm if client is/are available for the Video IPV.

• What is the RM role in the IPV process for joint account holders?

  The Relationship Manager is responsible for: • Ensuring both joint account holders are available for the IPV call. • Informing the clients about the IPV process and the required items for the call.

• What documents are required for dematerialization?

  Client need to submit Demat Request Form(DRF) which client will received either from nearest branch or from his RM. Physical share certificate is required or Latest Self attested Statement of Accounts if client want to dematerialize Mutual Funds.

• What does the RM need to tell the clients before the IPV call for joint account holders?

  The Relationship Manager must inform the clients that during the IPV call: • Both holders must be present. • Both holders must show their ID proofs. • Both holders will be asked to confirm their name, email ID, mobile number, bank name, and the last ...