EDIS 2 0 TPIN by CDSL Effective from

EDIS 2. 0 TPIN by CDSL Effective from 21 -May-2020

Background (EDIS by Sharekhan) • Very recently, We introduced EDIS facility, wherein clients who have not given POA can also sell their investments using OTP sent on mobile number. • Under EDIS process, For each sell delivery transaction, OTP was sent on registered mobile number of the client. • At EOD, shares were debited from demat account of the client for pay-in. • Only client is allowed to execute trade.

Introducing E-DIS by CDSL • CDSL has now introduced a concept of TPIN. • TPIN will be generated by CDSL (it can be done through CDSL website or Sharekhan App/TT/website post login section) • It is similar to our ATM PIN. (same TPIN to be used for each authorization) • The TPIN will be valid for 90 days. Then client will have to regenerate. • Client need to use TPIN instead of OTP. • Client will be redirected to CDSL portal for authorization (Only client can give authorization) • TPIN based authorization is mandatory from trade date 21 May 2020

Sharekhan EDIS v/s CDSL EDIS Product Feature TPIN generation through CDSL Sharekhan CDSL Advantages and points to note with EDIS 2. 0 - Yes Client can visit CDSL website to generate TPIN https: //edis. cdslindia. com/home/generatepin TPIN generation through Sharekhan - Yes Client can generate TPIN using Sharekhan Website / Mobile App# / Trade Tiger# – all post login. TPIN validity - Yes TPIN will be valid for 90 days, then client will have to mandatorily regenerate TPIN. No Yes Client will be redirected to CDSL page for authorization Same day 90 Days* Once client has authorized, he can place hassle-free orders till the authorization has expired. Per order value restriction 5 Lacs Client can not place single order for more than 5 Lacs Per day value restriction 25 Lacs 1 Cr Value increased from 25 Lacs to 1 Crore Multiple scrip authorization No Yes Client can authorize up to 10 scrips in one click. RM / BP can place orders No Yes RM / Dealers will be able to place orders once TPIN authorization done by client. Navigation to CDSL Validity of authorization * In case of corporate action the authorization will be cancelled by CDSL prior to 90 days. Only in case of dividend, the authorization will continue till 90 days. # Available only on latest version of trade tiger and Android app. Not available on i. OS.

How will Sharekhan process work for TPIN generation? • New clients • For every new client, TPIN generation will be initiated by Sharekhan. • It will be generated within 24 hours of opening of trading account. • Incase client has not received it, he/she can generate it in post login section • Existing customers • Sharekhan will generate for all existing EDIS enabled customer. • Generated by 4 pm on May 21, 2020 TPIN is not known to Sharekhan or it’s employees.

How to generate TPIN

T-Pin from Sharekhan website: Profile dropdown

T-Pin from Trade. Tiger: Help section CDSL TPIN Generation

T-Pin from mobile app: hamburger menu

EDIS 2. 0 availability of Sharekhan products Segment / Product Sharekhan Products Cash Segment Buy (incl intraday) Big Trade + EMF Buy / Sell Big Trade Trailing Stop Loss (Sell) Bracket orders Sell delivery F&O / Currency / Commodity Other Product Sell against Margin GTD Orders Long (Futures/Options) Short (Futures/Options) Big Trade + MF (RTA mode) Change due to EDIS? No change Minor change Change Blocked No change No Change IPO Blocked MF (Demat mode) Blocked DP to Margin Blocked Description Converting Big Trade Sell to Delivery is not allowed. Rest all allowed. Blocked only for orders under margin product only. Rest allowed. Even RM can place / modify / cancel the order once TPIN authorization done by the client. Converting open position into delivery is not allowed As of now, this facility is not allowed for EDIS clients.

Order Journey from Sharekhan’s Website

For new order or modification order once click on place button if client is e-DIS user then it will open e-DIS confirmation page in new tab

On e-DIS confirmation page it will give info to the client about why authorization is required along with his sell order details. Once he clicks on proceed CDSL page will open for authorization Same confirmation page will open if order is placed from TT or Mobile app.

On CDSL page client will enter his T-Pin to authorize the scrip and qty for His holdings in CDSL.

Once verified success message will come. Now client can confirm order.

Client can check his order status(pending, executed etc) Here if due to some technical error qty doesn’t get authorized then system will reject the order

Bulk Authorization If client wants to avoid authorization process for each sell order then there is an easier way. He can simply give bulk authorization for all his shares. In report section this button will be given. on click bulk report will open in new tab

1 - Here user will click on checkbox to select no of scrips, enter qty which he wants to authorize and click on proceed. 2 - Again CDSL page will open with all scrip and qty details. 3 - User will enter T-Pin to authorize. If successful same will qty will reflect in authorize qty column with status. This qty will not have validity of 90 days. 4 - when user sales delivery shares it will reflect in used qty column. 5 - user can reauthorize the scrip and qty, but then on success his prev authorized qty will be overwrite with new one with new 90 days validity.

Order Journey from Trade. Tiger(v 2. 6. 0. 4 onwards)

Pointers for Trade. Tiger • e-DIS 2. 0 is available on Trade. Tiger v. 2. 6. 0. 4 onwards only so update Trade. Tiger to latest version once released. • RM / BP can place all types of orders as for e-DIS clients as explained in table on slide 8. • sell delivery orders can be placed upto the authorized qty only. if client has given authorization for 100 qty then delivery order above 100 will be rejected by system so before placing order behalf of clients kindly ask them authorized qty. • For modification/cancellation of e-DIS clients order RM/BP must use normal order report & not from admin report.

For new order or modification order once click on place button if client is e-DIS user then it will ask for EDIS authorization

On e-DIS confirmation page it will give info to the client about why authorization is required along with his sell order details. Once he clicks on proceed CDSL page will open for authorization.

On CDSL page client will enter his T-Pin to authorize the scrip and qty for His holdings in CDSL.

Once authorized confirmation window will open. client has to click on confirm to send order for execution.

Orders will be reflected in his Orderbook, if executed ten in net position too.

Bulk Authorization In Trade. Tiger’s report section bulk report is given. Process is same as given in website

Order Journey from Mobile app

1 - once click on place order authorization window will open 2 - on proceed CDSL page will open where user will authorize the qty. 3 - on succesfull authorization user will confirm order and can check status in orderbook

Bulk Authorization If client wants to avoid authorization process for each sell order then there is an easier way. He can simply give bulk authorization for all his shares. In report section bulk report is given. Process is same as given in website

Thank you