Investor Portfolio Services

Investor Portfolio Services

CDC is leading the drive to help increase Ease of Doing Business for investors of the Pakistan Capital Market. One such initiative was facilitating investors in opening and maintaining Investor Portfolio Services (IPS) Account to keep Government Securities with CDC since 2014. Moreover, it facilitates the settlement of Government Securities traded in secondary market such as BATS or with other primary dealers.

Another such initiative which has been launched in 2020 to facilitate Capital Market investors is the facility that assists TREC Holders & their clients to pledge their Government Securities held in CDC IPS account in favor of NCCPL as Margin against their equity trades, similar to any other capital market security, without transferring the ownership.

To facilitate investors in availing benefits of Investor Portfolio Services, the following content and material is being provided:

  1. IPS Guidelines
  2. IPS Account Opening Package Individual
    1. IPS Individual Account Opening Form
    2. IPS Individual Bank Verification Form
    3. IPS Individual Undertaking – Gift
    4. IPS Individual Undertaking – Retirement
    5. IPS Individual Signature Card
    6. IPS Individual Power of Attorney
  3. Account Opening Form Corporate
    1. IPS Corporate Account Opening Form
    2. IPS Corporate Board Resolution
    3. IPS Corporate Signature Card
  4. IPS Procedures
  5. IPS Tariff
  6. IPS Facilitation Agreement for Client
  7. IPS Facilitation Agreement for Stock Broker
  8. IPS Pledge Format