Open a CDS Account

Step 1

• 1. Open a Local Individual account
• 1A. Local Individual Account Opening Forms Download and print form
• 1B. Sample of filled account opening forms Download
• 1C. How to open a CDS Account Download
• 1D. Sold Transfer forms for local Share Certificate Deposits (CDS 3) Download and print form
• 1E. Intra account / Inter Account transfer forms (CDS 6) Download and print form
• 1F. Inter Account transfer forms - Broker to broker (CDS 6B) Download and print form
• 1G. Joint Application Download and print form
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• 2. Open a Local Company account
• 2A. Local Company Account Opening Forms Download and print form
• 2B. Sold Transfer forms for local Share Certificate Deposits (CDS 3) Download and print form
• 2C. Intra account / Inter Account transfer forms (CDS 6) Download and print form
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• 3. Open a Foreign Individual account
• 3A.Account Opening Form Download and print form
• 3B.KYC Form Download and print form
• 3C.CDS 1C Download and print form
• 3D.Online Trading Form Download and print form
• 3E.Supporting documents Download and print form
• 3F.Sold Transfer - Non Nationals Deposit of Shares (CDS 4) Download and print form
• 3G.Intra account / Inter Account transfer forms (CDS 6) Download and print form
• 3H.Joint Application Download and print form
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• 4. Open a Foreign Company account
• 4A.Application Form Download and print form
• 4B.KYC Form Download and print form
• 4C.Online Trading Form Download and print form
• 4D.Supporting documents Download and print form
• 4E.Sold Transfer - Non Nationals Deposit of Shares (CDS 4) Download and print form
• 4F.Intra account / Inter Account transfer forms (CDS 6) Download and print form
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• 5. Other specimen forms / letters
• 5A.Online Trading Registration Form Download and print form
• 5B.eService Form for SMS alerts Download and print form
• 5C.De-activation form for SMS alert service Download and print form
• 5D.Authority to hold sales proceeds of CDS account creditors Letter Download and print form
• 5E.Change of address specimen form Download and print form
• 5F.Change of address and lifting of suspension form Download and print form
• 5G.Application for the transfer of securities of a public company listed with CSE outside the trading system Download and print form
• 5H.Transfer of securities in the event of the death of a CDS account holder Download and print form

Step 2

Please complete and handover a set of relevant original documents to your Stock Broker (as faxed or scanned copies are not accepted by the Colombo Stock Exchange).

Please also submit the following

• a) Copy of the Sri Lanka National Identity Card (NIC) or passport (Passport has to be a valid one).
• b) Copy of proof of address if current address differs from NIC/Passport address (Billing proof document has to be one within the last three months).

Step 3

Within 02 days of submitting all necessary documents, you will receive your CDS account number via e-mail from our Customer Service Division.

Step 4

If you are a Commercial Bank / Sampath Bank Account holder registered for Internet Banking access, you may transfer fund from your account to the Capital TRUST Securities account held at the above banks, for investment in shares.

Or alternatively, you may deposit funds to any one of the bank account given under FUND TRANSFER and email the deposit slip to accounts@capitaltrust.lk