The Client Master Report (CMR) is a PDF document issued by the broker that contains the entire information of the client who has opened a Demat account. It includes important details of the client such as:
Personal information such as Name, Address, Date of birth, Phone number, Email ID
KYC information such as PAN details, Aadhaar number, Nomination Details
Details of all the bank accounts linked to the Demat account.
Demat Account information such as DP ID, Client ID, Account Status and others.
Client Master Report has crucial information about the client and is used by the client in multiple ways, Such as:
It serves as a certificate of Demat Account.
It enables you to link your existing Demat account with a new or additional trading account with a different broker.
It is a crucial document when it comes to transfer of shares from one Demat account from one broker to another Demat account to another broker.
Acts as legal proof of your securities’ final destination.
Ensures that there are no manual errors or misunderstandings.
CMR Copy is the key document for doing off-market transactions. It is a KYC requirement for Unlisted brokers to get a CMR copy of a client before carrying out any transaction.
Mainly Unlisted brokers ask for CMR to verify two important things:
To verify from which bank account funds are coming.
To which Demat account shares will get transferred.
Some important information present in CMR Copy is explained below in brief:
Depository Participant ID (DP ID)
It is a unique number provided by National Securities Depository Limited (NSDL) or Central Depository Securities Limited (CDSL) (CDSL).
This is a kind of identification number which is provided by your depository (NSDL/CDSL).
Your account's status indicates whether it is active or inactive.
Account Opening Date
The date on which your Demat account was established.
Account Closure Date
Your account will be permanently deleted on this date. This date will only be given if your account is closed.
It tells us how the account user is doing right now. It tells us whether you opened an account as a corporation, trust, HUF, individual, or other entity.
Subordinate Status (BO)
It shows the sub-status of the account holder. If the account holder's status is Individual, he may have a Resident or NRI sub-status.
You can refer to the type of account you've set up here. There are three types of Demat accounts:
Regular Demat Account: This is the type of account that Indian people use.
Repatriable Demat Account: NRIs use a repatriable Demat account, which allows them to send money back to their home country.
Non-Repatriable Demat Account: An NRI Demat account allows you to move funds outside of India but not within India.
This determines whether the Demat account is owned by a resident or an NRI. If you are a non-resident Indian (NRI), the broker must follow the RBI's and the Foreign Exchange Management Act's (FEMA) rules.
The Statement Cycle is the interval between which you will receive periodic DP transaction statements. If you set the reporting frequency to monthly, for example, you will receive the DP transactions statement once a month.
Account Freeze Status
An account freeze is a regulatory or legal action that prevents any transactions in the account.
It contains all of your data, including:
The first holder's name, PAN card number, and date of birth
Names of additional account holders, as well as their PAN cards and dates of birth
Number to call
Contact information via email
Logo of the BSDA
According to Central Depository Services Limited, if your account is classified as a Basic Service Demat Account (BSDA), the BSDA Flag status will be 'Yes,' else it will be 'No' (CDSL).
This is where you'll find all of the bank information for your Demat account. Namely,
Name of the financial institution
Bank Account Types
The bank's account number
ECS flag MICR code IFSC code MICR code
Specifications of the Nominee
In the event of an unexpected death, a nominee is a person who is qualified to receive an inheritance. You'll see information like the nominee's name and address if you've specified a candidate for your account. If the candidate is a minor, the details of the guardian will be displayed instead.
A Power of Attorney's Specifications
With this legal instrument, you can designate someone to act on your behalf. Brokers are allowed to act on your behalf since you have permitted them to smooth out share movements on your behalf. This document will include your broker's Master ID, name, reference, and holder status.
Contact Information for the Broker
On the client master report or CMR, copy customers can see location data and the broker's contact information. This is useful if the customer requires the broker's aid in resolving a problem.
The client just needs to send an email to the broker with whom he or she has opened a Demat account to get a PDF copy of the Customer Master Report or CMR Copy.
Depending on the broker, you may be able to download the Client Master Report or CMR Copy directly from the mobile app.
To get a copy of your CMR in ATS, you can Call or WhatsApp us on +91 7667273344 OR write a mail to us at email@example.com
Your Demat account number is the combination of your DP ID and Client ID. Furthermore, if you are a CDSL customer, your DP ID will be the first eight digits, and your client ID will be the next eight digits.
However, if you’re enrolled with NSDL, the first two characters are the letters 'IN,' followed by six digits from the DP ID, and the last eight digits are the Client ID.
For further queries regarding investments, financial planning and guidance, please call us at +91 7305923322
Please write to us at firstname.lastname@example.org
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This report is only for the information of our customers. Recommendations, opinions, or suggestions are given with the understanding that readers acting on this information assume all risks involved. The information provided herein is not to be construed as an offer to buy or sell securities of any kind. ATS and/or its group companies do not as assume any responsibility or liability resulting from the use of such information.