Voluntary documents and signatures in the Zerodha account-opening kit

Sat, 20 Jun 2026 00:00:00 +0000

The voluntary documents in a Zerodha account-opening kit are the optional annexures, such as the DDPI , the running-account settlement preference and the email consent for electronic contract notes, that a client may sign or decline without affecting whether the account opens. They sit apart from the mandatory documents, the KYC form and the rights-and-obligations set, which every client must sign. The split is not a Zerodha design choice; it is set by SEBI , in circular CIR/MIRSD/16/2011 dated 22 August 2011, which indexes the voluntary documents in its Annexure-1 and requires that they be separately signed and never made a precondition for opening an account. This entry explains the split, why brokers seek a distinct signature on each voluntary item, and what a client may decline.

Voluntary Documents on WebNotes

Voluntary documents and signatures in the Zerodha account-opening kit