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Unlock the secrets of trading procedures on a stock exchange, watch, solve, escape and get your diploma

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Steps involved in screen-based trading for buying and selling of securities

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STEP 3

STEP 1

STEP 5

Placement of Order

Selection of broker

Settlement of Order

STEP 6

STEP 2

STEP 4

Delivery of shares

Opening of Demat Account

Execution of Order

Next

STEP 05 Settlement of Order

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Steps involved in screen-based trading for buying and selling of securities

Learn about each step and Complete the activities after each step

STEP 02 Opening of Demat Account

STEP 01 Selection of broker

STEP 03 Placement of Order

STEP 06 Delivery of shares

STEP 05 Settlement of Order

STEP 04 Execution of Order

STEP 01 Selection of broker

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01

STEP 01 Selection of broker

Question 01/03

Broker opens a ________ A/C in the name of the investor

Trading

Profit & Loss

Buying & selling

01

Question 02/03

Select the two documents that investor has to sign with broker

Client registration agreement and broker form

Broker-client agreement and trading form

Broker-client agreement and Client registration form

01

Question 03/03

An investor must supply which of the following mandatory information to the broker ?

Date of birth

PAN number

Residential status

Perfect ! you have passed STEP 1

Move on to the step 2

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Steps involved in screen-based trading for buying and selling of securities

Complete the activity for each STEP and get a fantastic diploma

STEP 02 Opening of Demat Account

STEP 01 Selection of broker

STEP 03 Placement of Order

STEP 06 Delivery of shares

STEP 05 Settlement of Order

STEP 04 Execution of Order

STEP 02 Opening of Dmat A/C

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02

STEP 02 Opening of Dmat A/C

Question 01/03

The investor has to open a ‘demat’account account with __________

Depository Participant(DP)

Stock exchange

Both Depository and DP

Depository

02

Question 02/03

Name the other A/C that investor has to open with DP for cash transactions ?

DP A/C

Depository A/C

Cash A/C

Bank A/C

02

Question 03/03

Another name of Dmat A/C is _______

BO A/C

Share A/C

Securities A/C

Excellent ! you have passed STEP 2

Move on to the step 3

Continuing

Steps involved in screen-based trading for buying and selling of securities

Complete the activity for each STEP and get a fantastic diploma

STEP 02 Opening of Demat Account

STEP 01 Selection of broker

STEP 03 Placement of Order

STEP 06 Delivery of shares

STEP 05 Settlement of Order

STEP 04 Execution of Order

STEP 03 Placement of Order

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03

STEP 03 Placement of Order

Question 01/02

Clear instructions have to be given about the number of shares and the price at which the shares should be bought or sold to broker

False

True

03

Question 02/02

The document that is issued to the investor by the broker when investor places an order.

Order confirmation slip

Trade confirmation slip

Broker confirmation slip

Great! you have passed Step 3 too

Proceed to the Step 4

Continuing

Steps involved in screen-based trading for buying and selling of securities

Complete the activity for each STEP and get a fantastic diploma

STEP 02 Opening of Demat Account

STEP 01 Selection of broker

STEP 03 Placement of Order

STEP 06 Delivery of shares

STEP 05 Settlement of Order

STEP 04 Execution of Order

STEP 04 Execution of Order

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04

STEP 04 Execution of Order

Question 01/03

It’s a legally binding document issued by a stockbroker within 24 hours of a trading order being executed _____

PAN number

Unique order code

Bank account details

Contract note

04

Question 02/03

The stock exchange assigns a number to each transaction, which is printed on the contract note. It is called______

PAN number

Unique order code

Tracking number

Contract number

04

Question 03/03

The broker has to go inside the stock exchange building and match the share and best price available.

FALSE

TRUE

Perfect ! you have passed Step 4

Advance to the step 5

Continuing

Steps involved in screen-based trading for buying and selling of securities

Complete the activity for each STEP and get a fantastic diploma

STEP 02 Opening of Demat Account

STEP 01 Selection of broker

STEP 03 Placement of Order

STEP 06 Delivery of shares

STEP 05 Settlement of Order

STEP 04 Execution of Order

STEP 05 Settlement of Order

Demat A/C

Demat A/C

Deliver shares

PAY IN DAY

Bank A/C

Bank A/C

Pay cash

SELLER

BUYER

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STEP 05 Settlement of Order

Demat A/C

Demat A/C

Delivery of shares

PAY OUT DAY

Bank A/C

Bank A/C

Cash received

SELLER

BUYER

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STEP 05 Settlement of Order

Settlement cycle T+2 day

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STEP 05 Settlement of Order

Example

Suppose, an investor, Shyam buys 100 Reliance shares on Monday i.e. T day @ Rs.2600. His net obligation would be to give Rs.2,60,000. On Wednesday i.e. T+2 day, he will receive 100 Reliance shares in his Demat account

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05

STEP 05 Settlement of Order

Question 01/03

On this day, the exchange will deliver the share or make payment to the other broker, _____.

PAY IN DAY

PAY OUT DAY

TRANSACTION DAY

05

Question 02/03

The settlement cycle is on ________ on a rolling settlement basis at stock exchange in India

T+ 3

T +1

T + 2

05

Question 03/03

Select the correct option according to settlement cycle

1C , 2A ,3B

1A , 2C ,3B

1A , 2B ,3C

1C , 2B ,3A

Perfect 1 you have passed Step 5

Move on to the last step now

Continuing

Steps involved in screen-based trading for buying and selling of securities

Complete the activity for each STEP and get a fantastic diploma

STEP 02 Opening of Demat Account

STEP 01 Selection of broker

STEP 03 Placement of Order

STEP 06 Delivery of shares

STEP 05 Settlement of Order

STEP 04 Execution of Order

STEP 06 Delivery of shares

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06

STEP 06 Delivery of shares

Question 01/01

Investor has to give details of his demat account and instruct his _________ to take delivery of securities directly in his BO A/C

Depository

Depository participant

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You have completed all the steps

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Details to be given to broker

• PAN number (This is mandatory)
• Date of birth and address.
• Educational qualification and occupation.
• Residential status (Indian/NRI).
• Bank account details.
• Depository account details.
• Name of any other broker with whom registered.
• The client code number is in the client registration form.

Documents

• PAN number (This is mandatory)
• Date of birth and address.
• Educational qualification and occupation.
• Residential status (Indian/NRI).
• Bank account details.
• Depository account details.
• Name of any other broker with whom registered.
• The client code number is in the client registration form.