Who can attend the IPV meeting on behalf of the company?

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• What information and documents do the client need to have ready for the IPV meeting for Corporate account?

  The individual (Director, AP, Partner, or Trustee) must be prepared to provide the following during the IPV meeting: • Company Details: They must know the company's registered mobile number, registered email ID, and company name. • Company PAN Card • ...

• How does RM schedule an IPV meeting for Corporate account?

  Relationship Manager (RM) will coordinate the scheduling of the IPV meeting with client as per his availability.

• What happens if the Karta fails to attend the scheduled IPV for HUF account?

  RM has to make sure on booked slot client is available to join the call, failure to attend the IPV may result in delays in opening the account or restrictions being placed on an existing account.

• How will client receive the meeting link for Corporate account?

  Once RM confirms the details and schedules the meeting, the meeting link will be sent to the registered email address of the company.

• How is the IPV meeting link sent to the joint account holders?

  RM has to inform client the meeting link will be sent to the first account holder's email address.