RA Client Consent
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Terms of Service (TOS) / Client Consent
STOCKVISTA RESEARCH PRIVATE LIMITED (SEBI Reg. No. INH000025072)
1. Definitions
- Owner / We / Us / Our: Refers to STOCKVISTA RESEARCH PRIVATE LIMITED, the SEBI-registered Research Analyst entity providing research services.
- User / Client / You / Your: Any individual or entity subscribing to research services.
- Parties: Collectively refers to STOCKVISTA RESEARCH PRIVATE LIMITED and the User/Client.
2. Assent & Acceptance
- By subscribing to our services, you confirm acceptance of these Terms.
- If you disagree with these terms, you should not use the services.
- Access is granted only after acceptance of all applicable terms and conditions.
3. Service Subscription and Obligations
- Subscription confirms voluntary acceptance under SEBI Research Analyst Regulations, 2014.
- Both client and Research Analyst must comply with SEBI regulations and government notifications.
4. Client Information & KYC
- Clients must provide accurate personal and financial information.
- KYC documents will be verified through authorized KRA agencies.
5. Standard Terms of Service & Client Consent
🧾 Research Report Terms & Conditions
- Recommendations are based on publicly available information believed to be reliable.
- Ratings are based on absolute returns and market analysis.
- Security prices may fluctuate due to market volatility.
- Research opinions may change without notice.
- Investors should independently assess risks.
- No compensation claims can be made for investment losses.
- Research reports are strictly for personal use only.
Risk Factors & Disclaimers
- Investment in securities markets are subject to market risks.
- Open positions without stop-loss can lead to major losses.
- Past performance is not indicative of future results.
- There is no guarantee of returns on recommendations.
- No claims can be made for losses arising from research recommendations.
6. Disclosures
- SEBI Registration Name: STOCKVISTA RESEARCH PRIVATE LIMITED
- SEBI Registration Number: INH000025072
- Official Website: www.ztrades.com
- No guaranteed returns are provided on research recommendations.
7. Payment Terms
- Fees must be paid only through authorized payment channels.
- Refunds are provided on a pro-rata basis according to SEBI guidelines.
- Unauthorized payment requests should be ignored immediately.
8. Additional Warnings & Disclaimers
- AI and Algo tools may occasionally be used in analysis.
- Market risks include financial, operational, cyber, and legal risks.
- Confidentiality and client data security are strictly maintained.
9. Conflict of Interest & Compliance
- STOCKVISTA RESEARCH PRIVATE LIMITED complies with SEBI conflict policies.
- No financial interests influence research recommendations.
10. Service Suspension & Termination
- Services may be suspended for regulatory violations or non-payment.
- Refunds on suspension are processed on a pro-rata basis.
11. FATCA Declaration
- I am a resident of India.
- I am NOT politically exposed.
- I am a tax resident of India.
🌟 Most Important Terms & Conditions (MITC)
- Research Analyst cannot execute trades on behalf of clients.
- Maximum fees are regulated by SEBI / RAASB.
- No guaranteed returns or fixed income schemes are permitted.
- Investments are subject to market risks.
- SEBI registration does not guarantee performance.
Grievance Redressal
Name: STOCKVISTA RESEARCH PRIVATE LIMITED
Email: stockvistaresearch@gmail.com
Phone: +91 92449 23263
- Complaints will be addressed within SEBI timelines.
- Unresolved complaints may be escalated through SEBI SCORES and ODR portals.
Important Links
Client Declaration
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Place:
Signature:
Date: