ICICIdirect and SAXO Bank

Transcription

1 ICICIdirect and SAXO Bank

2 ICICIdirect Introduces Global Equities & ETFs

3 ICICIdirect in Association with Saxo Bank Provide all Resident Indian Investors access to world wide Equity Market, ETFs, Bond Markets. Invest in equities across 36 stocks exchanges across the 24 countries Buy blue chips stocks like Google, Apple, Micro Soft etc sitting in India Invest, build and diversify portfolio in developed economies Access world wide markets on your Mobile platforms and many more feature Get access to third party research with TradingFloor.com

4 About SAXO Bank

5 Saxo Bank Facts A fully EU-regulated Danish investment bank founded in Specialises in online trading and investment, servicing retail clients, corporations and financial institutions. A leading presence in online trading due to client service, competitive pricing and industry-leading trading platforms. Enables investors to trade ETFs, Stocks via multi- award winning online trading platforms. Close client relationships enable tailor-made investment consultancy services.

6 Products for Investment

7 Products you can invest Stocks Provide one of the largest online offering of stocks. More than 18,000 stocks. ETF s and Investment Funds Saxo Bank offers more than 1,600 different investment funds. The ETFs are listed products.

8 Steps to Invest or Trade Overseas Steps to Invest or Trade overseas Open an overseas account Remit Funds Account gets activated User Id and Password is generated by Saxo Bank Choose amongst various trading platforms Login in your Saxo Bank Overseas Trading account and Invest or trade

9 Account Opening and Documentation

10 Eligibility for Account Opening All Resident Indian Individuals Existing Resident Indian Individual customers of ICICidirect.com can open a new Overseas Trading account New customers can open overseas trading account with a new ICICIdirect.com account Account opening charges for new and existing customers for Overseas Trading Account is Rs 1500.

11 Documents Required ID Proof: One coloured self attested PAN card or Passport copy Address Proof: One coloured self attested copy of Address proof as per list below Driving License Passport Aadhar Card Latest Bank Statement(issued in last 6 month) Utility bills (issued in last 6 months, no mobile bills are accepted) Tax Statement Issued in Last 6 Months Account opening cheque of Rs 1500 in favour of ICICI Securities

12 Account Opening Process Fill in the Account Opening Form of Overseas Trading Collect the required coloured self attested copy of document Identity Proof, Address Proof, cheque of Rs 1500 favouring ICICI Securities Limited. Submit form at any of nearest ICICI Securities Branch.

13 Remittance, Limits and Tax Liability

14 Fund Transfer Remittance RBI decides the Remittance Limit for each Resident Individual for each FY. Remittance can be done through any of your bank where you hold an account. Contact your banker for more details on remittance and charges.

15 Investment Limit and Tax Liabilities RBI decides the Remittance Limit for each Resident Individual for each FY. Tax liability: The gains will be added to individuals income Tax liability will be in accordance to Indian Tax laws Tax-Reclaim services : Globe Tax The tax reclaim service is provided by Saxo Bank A/S partner, GlobeTax. Saxo Bank is not responsible for and does not assume any liability for the service provided, including, but not limited to, the accuracy or completeness of the information provided to GlobeTax by Saxo Bank or Saxo Bank s Custodians in the tax reclaim process. Follow the link for more information:

16 Trading Platforms

17 Various Trading Platforms REAL TIME MARKET PRICES LIVE OPEN POSITIONS LIST GRAPH WITH TECHNICAL ANALYSIS OPEN ORDER LIST ONLINE NEWS

18 Multi-asset platform Multi-product offering Saxo Trader The platforms are downloadable. The SaxoTrader is distributed via SaxoBank. These solutions are preferred by the most demanding clients. Saxo WebTrader SaxoWebTrader can be used from any PC with internet access. Includes the newly developed and specialised Equity platform catering for the self-directed investor. Trading Apps The SaxoTrader mobile apps for ipad, iphone and Android. This flexible platform enables around-the the-clock access to trading accounts. Saxo Bank is one of the few banks offering online trading with access to more than 25,000 different financial instruments.

19 News & Research Support

20 News & Research Support

21 List of Exchanges and Brokerage

22 List of Major Exchanges Country Exchange Name Symbol Austria Wiener Börse/Vienna Stock Ex. VIE Belgium NYSE Euronext Brussels BRU Czech Republic Prague Stock Exchange PRA Denmark NASDAQ OMX Copenhagen CSE-OMX Finland NASDAQ OMX Helsinki OMX To France NYSE Euronext Paris PAR Germany Deutsche Börse (XETRA) FSE Greece Athens Exchange AT Italy Borsa Italiana/Milan Stock Exch. MIL Netherlands NYSE Euronext Amsterdam AMS Norway Oslo Børs/Oslo Stock Exchange OSE Poland Warsaw Stock Exchange WSE Portugal NYSE Euronext Lisbon LISB Spain BME Spanish Exchanges SIBE Sweden NASDAQ OMX Stockholm SSE Switzerland SIX Swiss Exchange SWX Switzerland SIX Swiss Exchange (Blue-Chip) VX UK London Stock Exchange LSE_SETS UK London Stock Exchange (IOB) LSE_INTL Country Exchange Name Symbol US NYSE MKT (American Stock Exchange) AMEX US NASDAQ NASDAQ US NASDAQ (Small cap) NSC US New York Stock Exchange NYSE US New York Stock Exchange NYSE_ARCA US OTC Bulletin Board/Pink Sheets OOTC &OTCBB US OTC Bulletin Board/Pink Sheets OOTC &OTCBB Canada Toronto Stock Exchange TSE Canada TSX Venture Exchange >1 CAD per share TSX Canada TSX Venture Exchange <1 CAD per Share TSX Country Exchange Name Symbol HongKong Hong Kong Exchanges HKEX Singapore Singapore Exchange SGX-ST Australia Australian Securities Exchange ASX Japan Tokyo Stock Exchange TYO Country Exchange Name Symbol South Africa Johannesburg Stock Exchange JSE

23 Brokerage Rates Country Exchange Name Symbol Commission Rate Minimum Commission /Currency Minimum Order Value Austria Wiener Börse/Vienna Stock Exchange VIE 0.16% 12 EUR 100 EUR Belgium NYSE Euronext Brussels BRU 0.14% 12 EUR 100 EUR Czech Republic Prague Stock Exchange PRA 0.50% 700 CZK 2500 CZK Denmark NASDAQ OMX Copenhagen CSE-OMX 0.14% 38 DKK 1000 DKK Finland NASDAQ OMX Helsinki OMX 0.14% 12 EUR 100 EUR To France NYSE Euronext Paris PAR 0.14% 12 EUR 100 EUR Germany Deutsche Börse (XETRA) FSE 0.14% 12 EUR 100 EUR Greece Athens Exchange AT 0.60% 24 EUR 100 EUR Italy Borsa Italiana/Milan Stock Exchange MIL 0.14% 12 EUR 100 EUR Netherlands NYSE Euronext Amsterdam AMS 0.14% 12 EUR 100 EUR Norway Oslo Børs/Oslo Stock Exchange OSE 0.14% 100 NOK 1000 NOK Poland Warsaw Stock Exchange WSE 0.50% 130 PLN 300 PLN Portugal NYSE Euronext Lisbon LISB 0.14% 12 EUR 100 EUR Spain BME Spanish Exchanges SIBE 0.14% 12 EUR 100 EUR Sweden NASDAQ OMX Stockholm SSE 0.14% 100 SEK 1000 SEK Switzerland SIX Swiss Exchange SWX 0.14% 18 CHF 150 CHF Switzerland SIX Swiss Exchange (Blue-Chip) VX 0.14% 18 CHF 150 CHF UK London Stock Exchange LSE_SETS 0.14% 8 GBP 100 GBP UK London Stock Exchange (IOB) LSE_INTL 0.14% 20 USD 100 USD

24 Brokerage Rates Country Exchange Name Symbol Commission Rate Minimum Commission /Currency Minimum Order Value US NYSE MKT (American Stock Exchange) AMEX 0.02 per share 15 USD 50 USD US NASDAQ NASDAQ 0.02 per share 15 USD 50 USD US NASDAQ (Small cap) NSC 0.02 per share 15 USD 50 USD US New York Stock Exchange NYSE 0.02 per share 15 USD 50 USD To US New York Stock Exchange NYSE_ARCA 0.02 per share 15 USD 50 USD US OTC Bulletin Board/Pink Sheets OOTC & OTCBB N/A 50 USD US OTC Bulletin Board/Pink Sheets OOTC & OTCBB 40 USD per trade N/A 50 USD Canada Toronto Stock Exchange TSE per share 30 CAD 100 CAD Canada TSX Venture Exchange >1 CAD per share TSX 40 CAD per share N/A 100 CAD Canada TSX Venture Exchange <1 CAD per Share TSX Commission CAD per share Minimum 40 Commission CAD Minimum 100 CAD Order Country Exchange Name Symbol Rate /Currency Value Hong Kong Hong Kong Exchanges HKEX 0.24% 250 HKD 1000 HKD Singapore Singapore Exchange SGX-ST 0.24% 40 GSD 150 SGD Australia Australian Securities Exchange ASX 0.14% 24 AUD 150 AUD Japan Tokyo Stock Exchange TYO 0.20% 2000 JYP 1000 JYP Commission Minimum Commission Minimum Order Country Exchange Name Symbol Rate /Currency Value South Africa Johannesburg Stock Exchange JSE 0.46% 180 ZAR 750 ZAR

25 Contact us.. For any queries / feedback on Overseas Trading please write to overseastrading@icicidirect.com

26 The Guarantee Fund for Depositors and Investors Protection of retail client funds SAXO Bank is a member of the Danish Guarantee Fund for Depositors and Investors. In the event that a Danish bank (including Saxo Bank) should suspend its payments or go into bankruptcy, client deposits are guaranteed by the Fund with up to EUR 100,000 for cash deposits. Cash deposits are calculated as the net free deposit after deduction of any debt to the bank. As a general rule, securities will not be affected by the suspension of payment or compulsory winding-up and will be returned to the client. In the event that a Danish bank (including Saxo Bank) is unable to return securities held in safe-custody, administered or managed, the Guarantee Fund will cover with up to EUR 20,000 per client. The Guarantee Funds for Depositors and Investors. For further information on the Guarantee Fund and the coverage as well as an updated list of the Guarantee Fund Members, please visit client-funds?int_cmpid=gl:legal:risk funds?int_cmpid=gl:legal:risk- warning_protection%20of%20client%20funds_1 Protection of Institutional client funds Protection of cash in case of Saxo Bank s Default: Institutional clients are, due to their status as licensed financial institutions, not covered for cash in case of Saxo Bank s default. Cash in this regard includes the netted value of derivative positions. Protection of securities in case of Saxo Bank s Default: All securities held with Saxo Bank will be returned to the White Label Client if they are retrievable from Saxo Bank s custodian. That the securities are retrievable is ensured by the requirement of section 72 of the Danish Act on Financial Services, which imposes on Danish banks to ensure that, the client s rights to their securities are at all times protected, also in case of a default.

27 Below are also helpful links which will guide you through the platforms.

28 Disclaimer ICICI Securities Ltd.( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Centre, H. T. Parekh Marg, Churchgate, Mumbai , India, Tel No : , The contents herein above shall not be considered as an invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon. The contents of this presentation are solely for informational purpose and may not be used or considered as an offer document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments or any other product. While due care has been taken in preparing this presentation, I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any inaccurate, delayed or incomplete information nor for any actions taken in reliance thereon. This presentation is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject I-Sec and affiliates to any registration or licensing requirement within such jurisdiction. Please note, The information provided is not intended to be used by investors as the sole basis for investment decisions, who must make their own investment decisions, based on their own investment objectives, financial positions and needs of specific investor. Information mentioned herein is based on the prevailing tax laws and tax laws are subject to change from time to time. Investors accessing this information do hereby agree to consult with a qualified tax advisor prior to taking any investment/ tax related decisions. The information contained herein is strictly confidential and meant solely for the selected recipient and may not be altered in any way, transmitted to, copied or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without prior written consent of ICICI Securities Limited. The contents of this mail presentation are solely for Informational purpose and may not be used or considered as an offer document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments or any other product. While due care has been taken in preparing this presentation, I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any inaccurate, delayed or incomplete information nor for any actions taken in reliance thereon.

29 Thank You