I need to know whether an EUIN is mandatory before I transact on the Partner Portal?
An EUIN identifies the person who advised the client, as required under the AMFI and SEBI guidelines. If no EUIN is given, the transaction is processed as execution-only, and brokerage on such transactions may not be shared with you. We recommend adding a valid EUIN before you start transacting for clients.
Where to find it: Profile icon > EUIN Details
Key points
- Keep your EUIN valid and renew it with AMFI before it expires.
- Upload the latest certificate every time your EUIN is renewed.
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