Local Investor Services

Depository Services


  • Opening and maintenance of BO account
  • Dematerialization and re-materialization of instruments
  • Freeze request and release request and suspensions
  • Transfer and transmission of instruments
  • Pledging-unplugging through CDBL
  • BO ISIN balances and master maintenance enquiry
  • Safe keeping of securities

Trading Services


  • Trade Execution in Dhaka and Chittagong Stock Exchange Limited
  • Appointment of dedicated, skilled & experienced sales representative
  • Opportunities for trading through different financial instruments
  • One-on-one service through Research team to understand portfolio allocation and buy-sell decisions
  • VIP Trading Booth/ Female Trading Booth
  • Pre-IPO Private Placement opportunities through Merchant Banks

Margin Loan Facilities


  • Margin loan facility at affordable interest rate (after 15 working days of initiation of account)

Electronic Services


  • Trade through email and phone for the clients
  • Trade through Mobile App & Web Version
  • SMS Service (Daily Trade confirmation after Trade Hour & Alert for Right Share Entitlement, Margin Call, Trigger Call or General Information for Clients)
  • Daily Portfolio Email Service

Panel Brokerage


  • TESA panels in the clients location for their trading ease and confidentiality.

Client Services


  • Hotline for all your brokerage service oriented questions.

REQUIRED DOCUMENTS


For Individual/ Joint Account:

  • Duly filled up & signed CIF and Beneficiary Owner account opening form
  • Three copies of Passport size photographs of each account holder(s) (Photographs must be signed by ALL account holders)
  • National ID or Photocopy of valid Passport/ Driving License/ Nationality Certificate/ e-TIN certificate of the account holder(s) (Duly signed by ALL account holders)
  • Bank Statement (last six months) or Bank Certificate with Routing No. & Bank Branch No. or Copy of MICR Cheque Leaf
  • Three copies of Passport size photographs of the nominee(s) (Photographs must be attested by ALL account holders)
  • Three copies of Passport size photographs of authorized person and power of attorney with photocopy of National ID/ Valid Passport of Power of Attorney holder (Photographs must be attested by ALL account holders)
  • In case of the nominee is a minor, detail of legal guardian
  • In case of margin account, margin agreement duly signed (with 2 additional passport size photograph of ALL account holders).

For Limited Liability Company Account:

  • Duly filled up & signed CIF and Beneficiary Owner account opening form
  • A forwarding letter in the company‚Äôs pad requesting to open a beneficiary ownership (BO) account
  • Copy of valid trade license, e-TIN Certificate
  • Copy of RJSC Certified Memorandum and Article of Association certified (MoA, AoA)
  • Copy of Certificate of Incorporation and Commencement of Business (Public Ltd. Co.)
  • Latest copy of Form XII, List of directors along with addresses
  • Copy of Board Resolution to open the account and authorization for operation
  • List of authorized signatories along with addresses
  • Three copies of Passport size photographs of each authorized person with photocopy of National ID/ Valid Passport/ Driving License/ Nationality Certificate/ e-TIN certificate (Photographs must be attested by ALL account holders)
  • Bank Statement (last six months) or Bank Certificate with Routing No. & Bank Branch No.
  • In case of margin account, margin agreement duly signed (with 2 additional passport size photograph of ALL account holders).
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