Sub-Broker Eligibility

ATS Sub-Broker eligibility and documents

Understand the eligibility, documents, certification expectations, and onboarding process for becoming an ATS sub-broker or authorised person.

Eligibility-first onboardingKnow the documents and checkpoints before applying.

Eligibility criteria

Applicants should have basic finance awareness, good conduct, and the ability to support clients responsibly.

ATS reviews partner applications for identity, background, market understanding, and the ability to follow broking compliance requirements.

The exact requirements can vary by role and exchange norms, but applicants should be prepared with KYC, address, bank, and qualification documents.

Documents to keep ready

  • PAN card
  • Aadhaar or address proof
  • Bank statement or cancelled cheque
  • Education proof
  • Photographs
  • NISM certificate if required
KYCPAN, Aadhaar and address proof
NISMWhere applicable
ComplianceReview before activation

Benefits and support

The partner ecosystem is designed around client acquisition, training, compliance discipline, and repeatable servicing.

Compliance guidance

ATS helps applicants understand exchange and internal onboarding requirements.

Digital process

Submit details and coordinate documentation without unnecessary branch dependency.

Platform access

Approved partners get access to relevant tools and client onboarding support.

Training

Learn product suitability, risk communication, and platform workflows.

Client acquisition support

Use ATS material to explain account opening and trading services.

Business model clarity

Understand revenue sharing and operating expectations before activation.

Minimum fit

Applicants should have basic finance awareness, good conduct, and the ability to support clients responsibly.

  • Minimum education as required by current norms
  • Valid identity, address, and bank documents
  • Basic market and platform understanding
  • Willingness to complete required certifications
  • Ability to follow SEBI and exchange rules

How the onboarding works

A simple path from registration to partner activation.

01

Submit interest

Start with the online partner registration form.

02

Share documents

Provide KYC, address, banking, education, and certification records.

03

Compliance check

ATS verifies documents and partner suitability.

04

Activation

Complete training and start onboarding clients.

Questions partners ask

Exact approval, certification, and payout terms are confirmed during onboarding.

How do I apply for the ATS partner program?

Use the partner registration form, share your details, and the ATS team will contact you for documentation and onboarding.

Do partners get training and support?

Yes. ATS supports partners with platform training, client onboarding guidance, marketing material, and partner support.

How do partners earn?

Partner income is linked to clients introduced, activated accounts, and brokerage generated under the mapped partner code.

Check your eligibility with ATS.

Apply online and the team will confirm the applicable document checklist.