What documents are required to open an account for a trust (If trust is registered)

Trading & demat account will be open in the name of Trust

Type of document	Requirements
Account opening form (PDF)	To be filled by customer along with Signature (Sample PDF)
Authorized signatory list (PDF)	Name of Authorized Signatory,Specimen SignaturePhotograph& seal sign across photograph (Sample PDF)
Registration certificate	Registration certificate of trust
List of trustee (PDF)	List of all Trustee with Trustee Name /DOB/PAN (Sample PDF)
Authorization letter - Joint authorization(Minimum of Two) is Mandatory (PDF)	Declaration on letter head of trust for giving authorization of operating the account & completing the formalities & as per Norms Minimum of 2 trustees authorization will be required to open an account (Sample PDF)
PAN	A PAN copy of the trust with the seal and signature of the authorised signatory or trustee.
PAN	Self-attested individual PAN copies of all the authorised signatories or trustees.
Address Proof	Address proof in the trust’s name with the seal and signature of the authorised signatory or trustee. The proof can be any of the following: The latest month's bank statement or Registration certificate, Lease or rent agreement.
Address Proof	Self-attested individual address proof of all the authorised signatories or trustees. If an Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted.
Individual KYC	Each trustee Must fill and sign individual KYC form without the trust stamp
Trust Deed	A copy of the trust deed with the investment clause included and attested by a public notary. The first 3 pages of the deed (on all pages, if less than three) should have the seal and signature of the authorised signatory.
Balance Sheet	The latest two financial years' balance sheet copy with the seal and signature of the authorised signatory or trustee. The balance sheet must be attested by a Chartered Accountant (CA) and have the CA's name, CA company name, member registration number (M.NO), UDIN, date and city. The balance sheet has to be submitted every financial year after the account is opened.
Net-worth certificate	A net-worth certificate from a Chartered Accountant (CA) if the trust is newly incorporated. It must have the UDIN- number. Income tax declaration on the partnership letterhead with authorised signatory or director seal and signature.
Bank Account proof	A bank account proof of the trust for linking with Arihant capital . The proof can be any one of the following: Personalised cancelled cheque with the trust name printed on it. A bank statement or bank passbook copy with the bank account number, MICR, and IFSC code clearly visible.
Income proof	Any of the following income proof to activate the F&O and commodity segment: The latest six months' bank statement or passbook of the trust account. Latest year audited profit and loss statement. Latest year Income Tax Return (ITR) acknowledgement. Net-worth certificate from the chartered accountant with the UDIN number specified. DP holding statement of the entity.