Quarterly Settlement or Settlement of Funds and Securities
- Circular for Quarterly settlement
- When does client account need to be settled?
- What balances need to be considered while settling funds and securities of clients?
- What is the value of funds / securities that a trading member can retain while doing the settlement?
- Can Members issue payments through physical mode, while settling the accounts of the clients?
- Is there any threshold amount below which members may not be required to settle client’s account?
- When should a member send statement of accounts for funds / securities?
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