How To Become A Yes Securities Partner?
To become a Yes Securities partner, you must provide your personal and financial details. Here are the steps you need to follow:
Steps to Become a Yes Securities Partner
| Steps | Description |
| 1 | Fill in your basic details |
| 2 | Provide KRA (Key Result Area) details |
| 3 | Mention your line of business |
| 4 | Fill in your address details |
| 5 | Update your ARN (Acquirer Reference Number) status |
| 6 | Provide your bank details |
| 7 | Fill in additional details |
| 8 | Mention the fee and deposits |
| 9 | Provide business references |
| 10 | Upload documents |
How Do I Become A Yes Securities Partner?
Step 1: Basic Details
Fill in details like your name, trade name, mobile number, email address, PAN card number, and the OTP (One Time Password).
Step 2: KRA Details
This requires you to fill in your date of birth, GST number, and incorporation date of your firm.
Step 3: Line of Business
Mention the primary line of your business. You need to be informed about the third-party products offered.
Step 4: Address Details
Fill in your office and residential address including the pin code, area, city, country, and state.
Step 5: ARN/NCFM Status
Fill in your NCFM (NSE Academy Certification in Financial Markets) number and name of the holder. You also need to fill in the name of the ARN holder, EUIN (Employee Unique Identification Number) number, and registration and expiry date.
Step 6: Bank Details
Fill in your bank name, IFSC code, MICR code, account number, account type, branch address, pin code, county, state, and city.
Step 7: Other Details
This involves mentioning your current client base, language preferred, and trading and demat account details with Yes Securities (if any).
Step 8: Fees and Deposit
You need to mention the agreed deposit, cheque number, cheque date, bank name, and amount. It also requires you to fill out the details related to registration fees. This includes mentioning your bank name, cheque number, cheque date, and amount.
Step 9: Business References
Refer if you have any business that can become a partner with Yes Securities by filling out the name, address, mobile number, email ID, and company name.
Step 10: Documents
You need to upload your ID proof, signature, address proof, and education proof. Click the check box to agree with the terms and conditions.
By following these steps you can become a Yes Securities partner. To speed up the process keep the documents handy and fill out the details accurately.