Audit

(1) How can a sub-broker / branch check status on account opening query?
>MSFL Back Office Login   >Sub-broker Statement/Reports    >4. KYC Account Opening Entry.
Tue, 23 Jul, 2019 at 3:59 PM
(2) How can a branch / sub-broker check whether client's KYC form is received or not?
MSFL Back Office Login  >  Sub-broker Statement/Reports  >  4. KYC Account Opening Entry  >  KYC status tab, after entering ref. no.
Wed, 25 Apr, 2018 at 4:04 PM
(3) How can a branch / sub-broker check status on Pending / Hold KYC queries ?
MSFL Back Office Login  >  Sub-broker Statement/Reports  >  4.  KYC Account Opening Entry  >  KYC status tab, after entering ref. no.
Wed, 25 Apr, 2018 at 3:44 PM
(4) What is procedure for Client master Modification?
At present master modification form for demat and trading is common but the modification is done separately in demat and trading software. Need to have comm...
Wed, 25 Apr, 2018 at 3:45 PM
(5) How can I update Aadhar Card in MSFL system?
MSFL Back Office Login  >  Client List  >  28. Update Aadhar Number - (New)
Wed, 25 Apr, 2018 at 4:02 PM
(6) How can a branch / subbroker check CKYC status for clients in his / her demat account?
MSFL Back Office Login  >  Client List  >  27. Missing KYC Master Information - (New)
Wed, 25 Apr, 2018 at 4:05 PM
(7) How can I check on whether client is registered for NEFT / RTGS ?
MSFL Back Office Login  >  2 - NEFT / RTGS  >  Pending and Registered client list of NEFT / RTGS.
Wed, 25 Apr, 2018 at 4:03 PM
(8) How to check on account activation for equity-commodity both?
1) For individual client - MSFL Back Office Login  >  4. KYC Account Opening Entry 2) For non-individual clients - we inform concerned branch / sub broke...
Wed, 25 Apr, 2018 at 4:06 PM
(9) Where can I find trade contract, if I have not received it through Email?
MSFL Back Office Login  >  1. Client List  >  24. Bounced Email List. Here they can check the list of clients whose email are bounced
Wed, 25 Apr, 2018 at 4:07 PM
(10) How to get trade contract in electronically or soft copy not physical or hard copy?
Need to send physical letter to KYC department. Format is available online. (Downloads  >  KYC Forms  >  Trading Account ).
Wed, 25 Apr, 2018 at 3:59 PM