UNLOCK YOUR REAL TRADING OPTIONS

DISCOVER FINANCIAL FACILITIES TO EXPAND YOUR PORTFOLIO

CDB Margin Trading provides you an attractive loan facility to purchase shares listed on the Colombo Stock Exchange, even above your actual financial capacity. With CDB, you can gain a higher return on investment with our faster financial service.

Benefits Of CDB Margin Trading

Benefits & Features

Enable to expand the share portfolio

Enable to diversify the investment opportunities

Competitive interest rates

Daily updates on Margin Trading status

Superior customer service

 Coordination of all required paperwork

  • Both individual and corporate investors can obtain the margin trading facility

Note: Minimum portfolio requirement is Rs.400,000

Individual

  • Copy of NIC
  • Portfolio Valuation from the Broker
  • Billing Proof (e.g.: utility bill within three months)
  • Individual KYC Form

Corporate

  • Certified Copy of Certificate of Incorporation
  • Certified Copy of Articles of Association
  • Certified Copy of Form 20
  • Certified Copy of Company Board Resolution to open a margin trading account
  • Certified Copies of NIC of Directors
  • Certified Portfolio Valuation from the broker
  • Certified copy of Top 10 Shareholder List

  1. Submitting the filled application form along with the required documents
  2. Portfolio evaluation and granting of the loan limit
  3. Signing the Margin Trading Agreement
  4. Opening the Margin Trading Account
  5. Obtaining the SEC approval
  6. Sharing Transfer
  7. Starting trading

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