Holding statement
Market basicsA depository statement listing every security in a demat account.
In plain terms
Start an annual review from the statements, not from memory — memory omits exactly what is worth finding.
Every term is defined twice: once the way a filing would put it, and once the way somebody would explain it to you across a table. The second one is usually the one that sticks.
Showing 2 terms
A depository statement listing every security in a demat account.
Start an annual review from the statements, not from memory — memory omits exactly what is worth finding.
The deadline by which securities or funds owed on a trade must reach the clearing corporation.
The moment an obligation stops being a number on a contract note. Shares not there by then are a shortage, whatever the holding statement shows.