LATEST UPDATES

  • 23 Mar2018
    Posted by CDB Finance PLC
    Joint Winner in the Finance & Insurance Sector at the ACCA Sustainability Reporting Awards Unique stakeholder engagement initiatives and expansive vision hailed by judging panel   With sustainability being the axis on which its business model is founded, Citizens Development Read more...
  • 03 Sep2018
    Posted by CDB Finance PLC
    Having nurtured a young team that has trailblazed unprecedented pathways in the NBFI sector collating multiple awards along that journey, Citizen’s Development Business Finance PLC (CDB) joins the popular EDEX Mid-Year Expo as “Official Financial Partner” to map pathways that Read more...
  • 20 Jul2018
    Posted by CDB Finance PLC
    Wins at CMA Excellence in Integrated Reporting Awards Head of Sustainability CDB Aroshi Ranatunga holds the award presented to CDB on being adjudged among the Best Ten Integrated Reports at the CMA Excellence in Integrated Reporting Awards with Speaker Hon. Read more...
  • 16 Jul2018
    Posted by CDB Finance PLC
    The always trailblazing Citizens Development Business Finance PLC (CDB) is introducing an unprecedented array of rewards throughout the year for CDB customers through its flagship loyalty programme CDB Sithumina Loyalty Rewards.  From experiencing the thrills of Disneyland and the Eiffel Read more...
  • 21 Jun2018
    Posted by CDB Finance PLC
    Profit after tax up 39% at 1.4 Bn Total assets surpass Rs.75 Bn mark, up 40% Early Adoption of SLFRS 9 “Financial Instruments” The multi-award winning Citizens Development Business Finance PLC (CDB), which has continuously sustained impressive financial performance year-on-year, Read more...
  • 01 Jun2018
    Posted by CDB Finance PLC
    An Autism Trust Fund, CDB and SLACD joint initiative CDB continues Autism Awareness efforts jointly with SLACD and Ampara District Hospital Autism Awareness Walk to commemorate Autism Awareness Month held in Ampara   With April marking Autism Awareness Month, the Read more...
  • 08 May2018
    Posted by CDB Finance PLC
    Photo caption:  Multiple medal winners at the 38th Masters Athletic Championship 2018 in Mangalore India, CDB’s Senior Executive -  Customer Relations Nadeeka Perera and Senior Executive– Credit Operations Dananja Krishantha Liyanage show off the gold, silver and bronze medals they Read more...
  • 27 Apr2018
    Posted by CDB Finance PLC
    Uses social media platforms for fund transfers Yet another first in the financial services industry in Sri Lanka Optimising use of social media to maximise financial inclusiveness Trailblazing yet another revolutionary breakthrough in fund transfers in the country, Citizens Development Read more...
  • 19 Apr2018
    Posted by CDB Finance PLC
    11th donation presented under the CDB Pariganaka Piyasa flagship CSR programme 420 students and entire Devipahala Kuruwita community to benefit A total of LKR 13.5 Mn investment since 2007 benefitting nearly 12,500 students Empowering Sri Lanka’s young people with the Read more...
  • 17 Apr2018
    Posted by CDB Finance PLC
    CDB inked a groundbreaking MCA record when it donned the crown of Runner Up in the BMW-Hyundai Trophy – MCA ‘C’ Division 50 Over League Tournament 2018.  Sponsored by Prestige Automobile (Pvt) Limited for the seventh time, CDB etched its Read more...

CDB Margin Trading
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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.

Call Madusha on +94 112 429 800 ext 3903 or +94 771 360 901

What are the benefits of Margin Trading with CDB?

• 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 paper work

Who is Eligible?

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

Note: Minimum portfolio requirement is Rs.400,000

What are the steps to start trading?

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

What are the documents required?

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

 

Click here to download the application form (Individual)

Click here to download the application form (Corporate)

 

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