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GA FAQs 1

FAQ on Anand Rathi Global Access Platform

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GA FAQs 1

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  1. GIFT City Gujarat PRODUCT OFFERINGS ???????????????????????????? G l o b a l I n v e s t m e n t s S i m p l i f i e d FAQs Access US Stocks & US ETFs Anand Rathi Global Access Platform

  2. Disclaimer: Anand Rathi International Ventures (IFSC) Pvt. Ltd. (ARIVPL) acts only in the capacity of a Referrer/Introducing Broker as specified by IFSCA GAP guideline and its role is strictly limited to introducing the Client to one or more licensed third-party international brokerage platform providers including INDIA INX Global Access platform and other brokers like View Trade IFSC, Interactive Brokers LLC, or any International Brokerage platforms. The Client acknowledges that after such introduction, the Client shall directly share personal, financial, and Know-Your-Client (KYC) information with the respective Global Access Provider (International Brokerage platforms) and ARIVPL shall not collect or hold any funds or securities on behalf of the Client at any stage. ARIVPL, its employees, agents, principals or representatives do not provide investment advice or recommendations relating to any security, product, transaction, or order and any order placed by the Client are unsolicited and solely based on the Client’s own judgment and investment decisions. ARIVPL shall not be liable for any losses or claims or any nature arising from such investment decisions by the Client. The Clients agrees that ARIVPL does not execute trades, hold funds or securities, clear or settle any trades. All transactions, settlements, and account operations shall be directly handled by the GAP in accordance with their respective terms and conditions and applicable laws and regulations prescribed by the IFSCA under the GAP regulation .The Client understands and agrees that ARIVPL does not control or supervise the operations, products, or services of the GAP. The Client agrees that ARIVPL expressly disclaims any liability, financial or otherwise for the performance of the GAP providers, Any losses, damages, or claims arising out of the Client’s relationship with or activities conducted on the GAP Platform including India INX GA. The Client confirms that they shall comply with all applicable laws, circulars regulations issued by IFSCA as may be amended from time to time, and any other KYC/AML requirements under IFSCA and other relevant jurisdictions when operating any trading account with the Introduced Broker(s). The clients hereby acknowledges and agrees to the following investments in securities market are subject to market risks, client must read all the related documents carefully before investing. India INXGA does not provide any insurance coverage of any nature. Indian and GIFT Exchange Investor Protection Funds are also not available for global products. Clients may, however, be entitled to insurance coverage as per the laws and regulations of the respective jurisdiction and Tax will be applicable as per jurisdiction of the client. By proceeding with the account opening through the mobile app or web link provided by ARIVPL, the Client confirms that they have read, understood, and voluntarily accepted the terms and conditions set out herein and any disputes shall be subject to the exclusive jurisdiction of the courts at Gift City, Gujarat, India in accordance with the laws of India and IFSCA Regulations. This document is for information purpose only. giftifsc@rathi.com 1

  3. 1. What is Anand Rathi - Global Access Platform? Anand Rathi International Ventures (IFSC) Private Limited in collaboration with the India INX Exchange and ViewTrade IFSC has provided a platform that enables investors to trade and invest in U.S. Stocks and US ETFs seamlessly through GIFT City in US Dollars. 2. What is ViewTrade IFSC? ViewTrade IFSC is an IFSC Approved entity based in GIFT City. It is a platform provider that allows investors to open trading account digitally on the Global Access platform and begin investing in US Stocks and US ETFs. It is fully regulated under GAP (Global Access Provider) guidelines issued by the regulator IFSCA (International Financial Services Centres Authority) 3. Can the investor link their existing account with the new account? No, the existing account on INDIA INX GA platform is with the Interactive Brokers while the new account will be opened with ViewTrade IFSC, so linking the two accounts is not possible. Interested Indian resident investors and NRIs can open a new account with INDIA INX Global Access (Platform provided by ViewTrade IFSC) through introducing broker Anand Rathi International Ventures (IFSC) Pvt. Ltd. - Anand Rathi Global Access Platform. 4. Who are eligible to open accounts? Following categories of clients are allowed: - - Individual resident in India (as per Liberalized Remittance Scheme of Reserve Bank of India) Foreign Residents / Non-resident Indians / Foreign corporates. 5. In which US stocks and US ETFs can I trade or invest? The investors have access to all the US Stocks and ETFs listed on New York Stock Exchange (NYSE), National Association of Securities Dealers Automated Quotations (NASDAQ), Chicago Mercantile Exchange (CME), Cboe Global Markets (CBOE), and NYSE American (formerly AMEX). 6. Can I access or trade in stocks listed in other global markets? No. You cannot trade in stocks listed on other global markets except for US stocks and ETFs. 7. How much can an individual invest in global stocks from India? In case of Indian residents, the funds will be remitted through LRS i.e. Liberalized Remittance Scheme mandated by RBI and they can invest upto $250,000 per financial year. Resident Indians can use their savings account with any bank to transfer the funds digitally on the Global Access Platform. In case of NRIs, there is no limit on investments. 8. Which banks has ViewTrade partnered with to facilitate LRS transactions for investors? ViewTrade has tied up with HDFC Bank, ICICI Bank, and Axis Bank to ease LRS transactions provided by each bank. The entire process is digital and you can enjoy preferential pricing on FX spreads and lower remittance costs. 9. Which type of bank accounts can be added by the investor? The investor can add bank accounts from both scheduled and non-scheduled banks. You can also add bank account opened with GIFT City - IBUs. giftifsc@rathi.com 2

  4. 10. How many bank accounts can an investor manually add? An investor can manually add up to three bank accounts to transfer funds to their AR Global Access Account. 11. How can the investor transfer funds? For Indian residents, if the investor links their bank account from one of the partnered banks (HDFC, ICICI or Axis bank), they will be redirected to the LRS platform of the respective bank. The investor simply needs to enter the investment amount, after which the applicable bank charges will be displayed. By clicking “Continue” the transaction will be completed, and the funds will be credited to the investor’s Global Access Platform account. For non-partnered banks, the investor must manually add their bank details and then proceed with the fund transfer. In the case of NRIs, the investor needs to manually link their overseas bank account and transfer funds to their Global Access Platform account. The charges applicable will be displayed during the fund transfer process. 12. How can I open an account and start investing through Anand Rathi Global Access? To begin your global investing journey, visit our website and click on Quick Links  AR Global Access  Client Registration Link or directly access the registration page here: https://trade.clientbridge.in/register?ANRT The process is simple and fully digital and the links for account opening is on our website www.anandrathigiftcity.com Step 1: Complete your account opening online. Step 2: Fund your account conveniently within India. Step 3: Start trading and investing in global stocks ( US Stocks and US ETFs ) through your AR Global Access account on the India INX platform. 13. Are there any account opening fees or demat charges or any other annual charges? There are no account opening fees or AMC charges. You can open a trading account (not a Demat account) hence AMC charges are not applicable. 14. What is the brokeage? The investor will be charged at 0.25% of trade value subject to minimum USD 1 per executed order for US stocks and ETFs. For Example: Total Volume Traded is $1000 Brokerage will be (0.25/100) X 1000 = $ 2.5 15. Is there any minimum investment or balance required? There is no minimum investment or balance requirement. You can even invest in fractional shares - meaning with just a small amount of USD in your trading account, you can start buying U.S. stocks and ETFs. giftifsc@rathi.com 3

  5. 16. What are the documents and details required for Indian Residents? Investors should keep the following documents and details ready while opening the account: 1. Valid Email ID 2. Mobile Number 3. PAN Card 4. Aadhaar Card 5. A Signature on a white paper to be uploaded Alternatively, investors can use DigiLocker to automatically fetch their details. 17. What are the documents and details required for NRIs? For NRIs, client needs to provide their full name, father's name, contact number, email, gender, date of birth, tax residency status (NRI or Foreign National), and citizenship. You can submit either a self-attested Passport or a Government National ID. Depending on your choice, you’ll need to upload front and back images and provide relevant details like ID number and expiry date. Note: The details and documents mentioned above have to be filled manually and then be uploaded. 18. How long does it take to process the account after submission? The account processing may take up to 2 business days and welcome mail is shared once account is opened. 19. What happens if any observations are found during the account verification process? If any observations are found within 2 days, the investor will be required to re-upload the documents or make necessary corrections to the details provided. 20. What documents must I review and accept? You will need to review and accept documents such as: • Customer Account Agreement India INX Global Access (IFSC) Limited • W8 BEN Individual • FATCA Self Declaration • Risk & Trading Disclosures • AML/KYC Policy • Grievance Redressal Guidelines 21. Is the trade execution RM / Dealer assisted? No, the trade execution is not RM / Dealer assisted. The customer with the help of login id and password needs to put trades on his own accord. Anand Rathi International Ventures (IFSC) doesn’t provide any advisory on the stocks. 22. What is the timing of the market hours to invest and trade in US Stocks and US ETFs? The market hours will be as per the US exchange market hours. 23. Where can I get more information about the product, KYC onboarding, Fund transfer and trading process? You can visit our website www.anandrathigiftcity.com and click on the knowledge centre to see the relevant PDFs and Videos. You can also connect with our Support Desk officials to open your account, to understand the Fund Transfer Process. giftifsc@rathi.com 4

  6. For further details please get in touch with: For Onboarding related queries: Ruchika Jain Onboarding Manager ruchikajain@rathi.com +91 9967 1339 23 Michelle Gomes Onboarding Manager michellegomes@rathi.com +91 7013 3961 91 For Dealing Desk: Jigar Patel Onboarding Manager jigarpatel1@rathi.com +91 8866 4739 61 You can also email your queries at giftifsc@rathi.com https://www.anandrathigiftcity.com/ giftifsc@rathi.com 5

  7. ???????????????????????????? G l o b a l I n v e s t m e n t s S i m p l i f i e d ANAND RATHI INTERNATIONAL VENTURES (IFSC) PRIVATE LIMITED | Registered office: 6th Floor, Unit No. 634, Signature Tower, Building 13B, Road 1C, Zone 1, GIFT SEZ, GIFT City, Gandhi Nagar, Gujarat - 382355, India. CIN No.: U65999GJ2016PTC094915. SEBI Registration No.: INZ000292939 (INDIA INX Member Code-5064 | NSE IFSC Member Code-10048. Distributor license (Capital market Products and Services) 2023-24/0002. Disclaimer: Investment in Securities Market are subject to market risks. Read all the related documents carefully before investing. The securities quoted are only for exemplary and not recommendatory. These FAQs have been issued by the Anand Rathi International Ventures ( IFSC ) Private Limited for information purposes only. For any further queries please drop a mail at giftifsc@rathi.com

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