Please complete the relevant forms and courier or deliver the original documents to our head office, as faxes or scanned copies are not accepted by the Colombo Stock Exchange. Please also submit the following:
Capital Alliance Securities (Pvt) Ltd
Level 5, Millennium House,
46/58 Navam Mawatha, Colombo 02,
Within 02 days of submitting all necessary documents, you will receive your CDS account number via an automated e-mail.
Your Online Trading Account information will also be emailed to you with your CDS account details. You can either install the trading client or trade through an internet browser.
Margin Trading is where an Investor pledges a Quoted Share Portfolio in his/her Central Depository System (CDS) Account to a financial institution and obtains credit up to 50% of the market value of the quoted share portfolio pledged. The 50% upper limit is set by the Colombo Stock Exchange (CSE) and the Securities and Exchange Commission of Sri Lanka (SEC).
In order to obtain a Margin Trading Facility the Borrower has to complete a Margin Trading Account Opening Form and sign a Margin Trading Agreement providing an Undertaking from the Stock Brokering firm pledging his/her Share Portfolio to the Lender. The Margin Trading Agreement is a tri-party Agreement between the Lender, Borrower and Stock Brokering firm.
A password to the Margin Trading system would be given to all clients and their Investment Advisors to view their Loan Account Statement, Portfolio Statement, Interest Account Statement, Margin Status Report etc.
For further information please contact +94 (112) 317 711 or e-mail us on firstname.lastname@example.org
CAL Finance Download and print form