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Options Account Agreement

Options Account Agreement Template for India

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Key Requirements PROMPT example:

Options Account Agreement

"I need an Options Account Agreement compliant with Indian regulations for a broker dealing with institutional clients trading on multiple exchanges, with enhanced risk disclosure sections and specific provisions for algorithmic trading."

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Document background
The Options Account Agreement serves as a crucial legal document required for clients wishing to engage in options trading in Indian securities markets. This agreement is mandated by SEBI and must comply with various regulatory requirements including the Securities Contracts (Regulation) Act, 1956, SEBI guidelines, and relevant exchange rules. It typically precedes any options trading activity and forms the basis of the broker-client relationship, outlining essential terms such as margin requirements, risk disclosures, trading limits, and operational procedures. The document is designed to ensure transparent communication of rights, obligations, and risks while maintaining regulatory compliance in the Indian derivatives market context.
Suggested Sections

1. Parties: Identification of the broker and the client, including registration details and contact information

2. Background: Context of the agreement, purpose of opening the options trading account

3. Definitions: Key terms used throughout the agreement, including technical trading terms

4. Scope of Services: Description of trading services provided, types of options permitted

5. Account Opening and Maintenance: Requirements and procedures for opening and maintaining the options account

6. Trading Authorization: Client's authority to trade and any limitations or restrictions

7. Risk Disclosure: Mandatory risk warnings and acknowledgments as per SEBI requirements

8. Margin Requirements: Details of initial and maintenance margin requirements

9. Client Obligations: Client's responsibilities including maintaining adequate margin and following exchange rules

10. Broker Rights and Obligations: Broker's duties, rights, and responsibilities

11. Fees and Charges: Brokerage fees, transaction charges, and other applicable costs

12. Default and Consequences: Events of default and resulting actions

13. Term and Termination: Duration of agreement and termination procedures

14. Representations and Warranties: Standard declarations by both parties

15. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution

Optional Sections

1. Internet Trading Facility: Terms for online trading access, to be included if electronic trading is offered

2. Power of Attorney: Optional authorization for broker to operate account, if required by client

3. Margin Funding: Terms for margin funding facility if offered by broker

4. Research and Advisory Services: Terms for additional research or advisory services if provided

5. Multiple Exchange Trading: Additional terms for trading on multiple exchanges if applicable

6. Joint Account Provisions: Special provisions for joint accounts if account holders are multiple

7. Foreign Investment Provisions: Special terms for non-resident Indian clients if applicable

Suggested Schedules

1. Schedule A - Risk Disclosure Document: Detailed risk disclosure as prescribed by SEBI and exchanges

2. Schedule B - Fee Schedule: Detailed breakdown of all applicable fees and charges

3. Schedule C - Authorized Persons: List of persons authorized to trade on behalf of client

4. Schedule D - Trading Limits: Specific trading and position limits applicable to the account

5. Schedule E - KYC Documents: List of completed KYC documents and client identification details

6. Appendix 1 - Exchange Rules Summary: Summary of relevant exchange rules and regulations

7. Appendix 2 - Margin Calculation Method: Detailed explanation of how margins are calculated

8. Appendix 3 - Electronic Trading Terms: Detailed terms and conditions for electronic trading platform use

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions













































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Relevant Industries

Financial Services

Securities and Commodities Trading

Investment Banking

Wealth Management

Banking

Financial Technology

Professional Services

Consulting

Relevant Teams

Legal

Compliance

Risk Management

Trading Operations

Client Relations

Account Management

KYC Operations

Regulatory Affairs

Documentation

Front Office

Relevant Roles

Compliance Officer

Legal Counsel

Risk Manager

Trading Operations Manager

Account Manager

Financial Advisor

Investment Consultant

Broker-Dealer Representative

KYC Officer

Securities Lawyer

Operations Director

Chief Risk Officer

Chief Compliance Officer

Legal Director

Relationship Manager

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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