Regulated framework
Operate through ATS processes and compliance guidance.
Authorised Person
Authorised Person eligibility and onboarding
Review the documents, certification expectations, compliance process, and business support available for becoming an ATS authorised person.
AP onboardingDocumentation, compliance review, and business activation.
What an authorised person does
ATS checks suitability, identity, documentation, and required certifications before activation.
An authorised person works with a stock broker to introduce clients and support their account-opening and trading journey within regulatory guidelines.
ATS provides technology, onboarding support, training, and communication support so approved authorised persons can build a compliant client acquisition business.
Expected documents
- PAN and Aadhaar
- Address proof
- Bank statement or cancelled cheque
- Education proof
- Photographs
- NISM certificate where applicable
DocumentsKYC, bank and address proof
ReviewCompliance and suitability checks
ActivationTraining and client onboarding
Benefits and support
The partner ecosystem is designed around client acquisition, training, compliance discipline, and repeatable servicing.
Client onboarding support
Coordinate online account opening and activation workflows.
Trading ecosystem
Introduce clients to multiple market segments and platforms.
Training support
Learn platform, product, and communication standards.
Marketing enablement
Use approved material and branch coordination for growth.
Business visibility
Understand client mapping, activity, and revenue-sharing expectations.
Eligibility expectations
ATS checks suitability, identity, documentation, and required certifications before activation.
- Valid KYC and address records
- Basic education and market knowledge
- NISM or relevant certification if required
- Good communication and client service ability
- Commitment to regulatory and ATS policies
How the onboarding works
A simple path from registration to partner activation.
Apply
Submit authorised person interest details.
Verify documents
Complete KYC, bank, address, education, and certification checks.
Onboard
Complete ATS training and process setup.
Operate
Start client onboarding and business development.
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.
Begin your authorised person application.
Register online and ATS will share the required checklist for your case.