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Ventura Wealth Clients

Help topics

Can I use a CML while transferring shares from Ventura?

Yes. Transfers using a CMR are permitted, subject to the mode of holding and the account holder name matching the beneficiary demat account.

Related articles

What is DP name in a Demat account?
What is DP ID in a Demat account?
What is BO ID in CDSL?
What is a Demat ID?
How can I find my DP ID, BO ID, or Demat ID in Ventura?
Is a digital CML sufficient for transfers, or do I need a physical copy?
How can I access my CML?
What is a Client Master List (CML) and why does it matter?
What info does the CML let me verify?
How can I close my Ventura demat account?
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How to download the tax P&L or capital gains statement?
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How does tax-loss harvesting work?
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