SSL smartvalue Plan

Customer Copy

Table 1.1

SSL smartvalue Plan

SMART3.1 2499 3249 130% 3 Years 6 Months 1,299,600 0.25% 0.03% 0.03% (0.05%) 35 (70)
SMART4.1 4499 6749 150% 3 Years 12 Months 2,699,600 0.25% 0.025% 0.03% (0.04%) 25 (50)
SMART5.1 7499 11249 150% 3 Years 12 Months 5,624,500 0.20% 0.02% 0.025% (0.04% 20 (40)
SMART6.1 12999 19499 150% 5 Years 12 Months 12,999,333 0.15% 0.015% 0.02% (0.03%) 15 (30)
SMART7.1 24999 37499 150% 5 Years 12 Months 37,499,000 0.10% 0.01% 0.01% (0.02%) 10 (20)

Particulars Smart3.1 Smart4.1 Smart5.1 Smart6.1 Smart7.1

Minimum Brokerage (per share) – 3 Paise 2 Paise 1 Paise 1 Paise 1 Paise
Cash Market Segment

Note: 1) The mentioned Subscription scheme (smartvalue) plan is non-refundable . 2) The smartvalue plan is only applicable to Equity & Equity Derivatives segment
3) Minimum brokerage for Futures segment is Re. 0.01 per share.
ID: Intraday I C/F: Carry forward

Table 1.2
Smart 3.1 Smart 4.1 Smart 5.1 Smart 6.1 Smart 7.1

Gross Plan Charges

2861 5151 8586 14884 28624
(Including ST@14.5%)

Trading Platform - Offline BS+Web+EXE+App BS+Web+EXE+App BS+Web+EXE+Apps BS+Web+EXE+Apps BS+Web+EXE+Apps

Trading Platform - Online Web+EXE+App Web+EXE+App Web+EXE+App Web+EXE+App Web+EXE+App

BS: Branch Support I App: SSL mobile application I EXE: SSL Terminal Software (SBISMART)

Terms & Conditions:

1) The Gross Plan Charges are non-refundable.
2) Scheme start date will be from Date of Account opening or date of realization of subscription amount, whichever is later.
3) Scheme tenure refers to the period up to which the Smart Value subscription plan is valid. During the scheme tenure, client will be levied
the corresponding brokerage rates as mentioned in the table 1.1 above.
4) Cash Back benefit refers to refund of the brokerage paid by the client during the cash back validity period. Actual refund/cash back is
limited to the corresponding cash back value limit prescribed in table 1.1 above.
SSL smartvalue Plan
Customer Copy

5) Cash Back benefit is applicable only for self executed trades entered by client through SSL's web platform, trading software & mobile
application. No Cash back will be provided for assisted trades i.e., trades entered through online/offline/branch dealers and/or Call &
Trade dealers.
6) Cash back will only be provided on the Net Plan Value.
7) The cash back will be credited to the client's ledger account on the first week of the calendar month following the month in which the cash
back validity period is ending. For example, if the cash back validity period is till 27th September, the actual payout will be credited in the
1st Week of October.
8) Minimum brokerage for Futures segment is Re. 0.01 per share
9) Service Tax of 14.5% (or as applicable) will be in addition to the Plan Value and will be collected up front
10) This Offer is applicable to Resident Indians only. This offer is not applicable to SSL employees.
11) Scheme is only applicable to accounts opened on or after 15.07.2015.
12) A client can subscribe to only one offer plan at any point of time. Any other concession scheme cannot be clubbed with this scheme.
13) The subscription amount may be paid via Direct Debit, Cheque, Internet Banking, fund transfer, NEFT, fund lien or via adjustment in the
client's available margin. All payment should be made from the designated bank account of the customer.
14) Clients will not be refunded the unused plan value or cash back value at the end of the scheme.
15) At least one trade should be entered by the client in every six calendar months from the start of the scheme tenure, for the scheme to
remain valid. For this purpose, end of the corresponding calendar month will be calculated as the cut-off date. In case the customer, does
not transact once in six calendar months, the plan will automatically lapse at the end of the sixth month and scheme benefits will no longer
apply. In such case, the customer will be charged standard brokerage rates as mentioned in the Account Opening Form, from the next day
of the lapse.
16) All statutory / regulatory levies and other charges including but not limited to Securities Transaction Tax, SEBI Turnover Fees, Exchange
Transaction Charges, Stamp Duty and Service Tax shall be charged separately over and above the brokerage. Also, Demat transaction
charges incurred by the client for delivery trades will be chargeable and the same will not be deducted from the Plan Value.
17) The above plans are subject to regulatory norms in force from time to time and may be discontinued under any regulatory directions or for
any other reason, without giving prior intimation to the client.
18) In the Smart Value subscription scheme, client will be charged brokerage as per the corresponding slab. This brokerage cannot be
adjusted against the subscription amount paid up front.
19) For any disputes pertaining to the Offer, the decision of SSL will be final and binding.
20) In case of any queries/further clarifications, please call on toll free no. 1800 22 3345 (MTNL/BSNL Users) / 1800 209 9345 (Private Telecom
Users) or send Email on: helpdesk@sbicapsec.com

ACKNOWLEDGEMENT
We acknowledge the receipt of Form No. / Trading Account No. _____________________________________with

a. Please tick the appropriate plan:

o SMART3.1 o SMART4.1 o SMART5.1 o SMART6.1 o SMART7.1

b. Cheque No. ______________________ Amount (Rs) ___________________ Date __________________

Bank Name _______________________________________ Branch Name ______________________________

c. Direct debit authorization collected (if applicable) : o Yes / o No

d. Any other mode of payment made by customer. o NEFT I o Internet Banking / Fund Transfer
o Fund Lien I o Margin Adjustment.

Transaction ID / Ref. No. __________________________ _______________________________________

Employee id & Name of SSL Representative

SSL smartvalue Plan
Office Copy
Terms & Conditions:
1) The Gross Plan Charges are non-refundable.
2) Scheme start date will be from Date of Account opening or date of realization of subscription amount, whichever is later.
3) Scheme tenure refers to the period up to which the Smart Value subscription plan is valid. During the scheme tenure, client will be levied the corresponding
brokerage rates as mentioned in the table 1.1 above.
4) Cash Back benefit refers to refund of the brokerage paid by the client during the cash back validity period. Actual refund/cash back is limited to the
corresponding cash back value limit prescribed in table 1.1 above.
5) Cash Back benefit is applicable only for self executed trades entered by client through SSL's web platform, trading software & mobile application. No Cash
back will be provided for assisted trades i.e., trades entered through online/offline/branch dealers and/or Call & Trade dealers.
6) Cash back will only be provided on the Net Plan Value.
7) The cash back will be credited to the client's ledger account on the first week of the calendar month following the month in which the cash back validity
period is ending. For example, if the cash back validity period is till 27th September, the actual payout will be credited in the 1st Week of October.
8) Minimum brokerage for Futures segment is Re. 0.01 per share
9) Service Tax of 14.5% (or as applicable) will be in addition to the Plan Value and will be collected up front
10) This Offer is applicable to Resident Indians only. This offer is not applicable to SSL employees.
11) Scheme is only applicable to accounts opened on or after 15.07.2015.
12) A client can subscribe to only one offer plan at any point of time. Any other concession scheme cannot be clubbed with this scheme.
13) The subscription amount may be paid via Direct Debit, Cheque, Internet Banking, fund transfer, NEFT, fund lien or via adjustment in the client's available
margin. All payment should be made from the designated bank account of the customer.
14) Clients will not be refunded the unused plan value or cash back value at the end of the scheme.
15) At least one trade should be entered by the client in every six calendar months from the start of the scheme tenure, for the scheme to remain valid. For this
purpose, end of the corresponding calendar month will be calculated as the cut-off date. In case the customer, does not transact once in six calendar
months, the plan will automatically lapse at the end of the sixth month and scheme benefits will no longer apply. In such case, the customer will be charged
standard brokerage rates as mentioned in the Account Opening Form, from the next day of the lapse.
16) All statutory / regulatory levies and other charges including but not limited to Securities Transaction Tax, SEBI Turnover Fees, Exchange Transaction
Charges, Stamp Duty and Service Tax shall be charged separately over and above the brokerage. Also, Demat transaction charges incurred by the client
for delivery trades will be chargeable and the same will not be deducted from the Plan Value.
17) The above plans are subject to regulatory norms in force from time to time and may be discontinued under any regulatory directions or for any other reason,
without giving prior intimation to the client.
18) In the Smart Value subscription scheme, client will be charged brokerage as per the corresponding slab. This brokerage cannot be adjusted against the
subscription amount paid up front.
19) For any disputes pertaining to the Offer, the decision of SSL will be final and binding.
20) In case of any queries/further clarifications, please call on toll free no. 1800 22 3345 (MTNL/BSNL Users) / 1800 209 9345 (Private Telecom Users) or send
Email on: helpdesk@sbicapsec.com

I/We the undersigned wish to avail below mention scheme offered by SBICAP Securities Limited
? Please tick the appropriate plan:
o SMART3.1 o SMART4.1 o SMART5.1 o SMART6.1 o SMART7.1

Enclosed herewith Cheque no. ________________________ in favor of SBICAP Securities Limited Dated ________________
Bank Name___________________________________________ Bank Branch Name ________________________________
? Direct debit authorization collected (if applicable) : o Yes / o No
? Any other mode of payment made by customer. o NEFT I o Internet Banking / Fund Transfer
o Fund Lien I o Margin Adjustment. I Transaction ID / Ref. No. _______________________

I agree to all the terms & conditions mentioned in the scheme.

Client Name : _________________________________ PAN No. : _________________________________
Place : _________________________________
Date : _________________________________ Form No. / Trading AC No. : _______________________________

Employee ID : ___________
Employee Name : _________________________________

________________________________
Employee Signature : _________________________________
Client Signature