Once the account is opened, we will send the pool bank account and demat account details to you. You can either send us a cheque or transfer funds to the pool bank account. As per regulations, the funds can come only from a bank account that is in the name of the investor. Securities can be transferred to the demat account. The securities have to necessarily come from a demat account which is in the name of the investor. Along with security transfer, you also need to provide us with the date of acquisition and the cost of acquisition of these securities. Unlisted shares cannot be transferred by you and we retain discretion on not accepting certain securities. This will ensure all future reports are prepared correctly. This is also a requirement as per law.