Due Diligence of BC Sub-Agent:
During the appointment of BC Sub-Agents, the following questions to be asked and feedback to be obtained in writing and duly signed by BC Sub-Agent (please attach documents wherever necessary):
Sr. No. / Question / Answer1 / Profile and nature of business carried-out by BC Sub-Agent.
2 / Whether the place of business is owned by BC Sub-Agent or is on rent basis, the Area of place of business in Sq.ft., location and infrastructure of existing business conducted by BC Sub-Agent?. Provide ownership document/Rent Agreement.
3 / Period since when the existing business is carried on by BC Sub-Agent?
4 / Annual turnover and income of BC Sub-Agent. Please attach income tax return for last 3 years.
5 / Educational qualification of BC Sub-Agent with documentary proof.
6 / Whether BC Sub-Agent has any experience regarding remittance activities?
7 / Whether any civil/criminal case was/is pending against BC Sub-Agent? Provide back ground check or Police clearance certificate.
8 / Whether BC Sub-Agent has obtained any loan for his/her business. If yes, are the EMIs paid regularly? Provide details of loan.
9 / Whether the BC Sub-Agent is self employed or carrying on business by appointing employees/workers. If yes, how many workers are employed in the establishment?
10 / Whether the telephone connection or electricity connection for establishment is self acquired or in the name of third party?
Declaration:
I undersigned hereby declare that:
I am the owner of the establishment and have required license / registration to carry on the business.
I am aware of the proposed scope of work to be carried out by me on my appointment as BC Sub-Agent of Itz Cash Card Ltd.
I have the required equipments and technology of high standard to carry on the proposed business as BC Sub-Agent.
I have read and understood the Guidelines for engaging of Business Correspondents (BCs) issued by the Reserve Bank of India (RBI) under its circular number RBI/2005-06/288 DBOD. No. BL.BC. 58/22.01.001/2005-2006 dated January 25, 2006 and RBI/2010-11/217 DBOD.No.BL.BC.43/22.01.009/2010-11 September 28, 2010 and I undertake to comply with the same. I ensure compliance with KYC/AML norms under BC Model issued by RBI/Bank/BC from time to time.
I or my establishment has not been appointed as BC Sub-Agent for any other Bank or do not have any existing valid agreement with any other entity to act as BC Sub-Agent.
I undertake that during my appointment as BC Sub-Agent of Itz Cash Card Ltd. (BC), I will not become BC Sub-Agent for any other Bank or entity.
My establishment is complying with the distance criterion [the distance between the place of business of a BC Sub-Agent and base branch of bank shall not exceed 30 Kms in rural, semi-urban and urban areas and 5 Kms in metropolitan centers or any other criterion laid down by RBI from time to time] laid down by the RBI.
My establishment/place of business is not situated in any Bank/ATM premise.
I ensure to maintain valid and proper records and accounts and issue valid acknowledgement receipt to customer for the cash collected by me on behalf of the Bank. I will not hold Bank/BC responsible for the loss suffered by me in case I receive fake or duplicate currency notes from the customers.
I shall post a signage indicating my status as BC Sub-Agent/service provider for the Bank, the name of Itz Cash Card Ltd as Business Correspondent, telephone number of base branch /controlling officer of the bank and the Banking Ombudsman and the fees for all services available at the outlet /place of business.
I shall not put any pre-condition to purchase my services/productwhile selling of any product/services of the Bank.
I shall display the charges for offering various services indicated in the brochures provided by the Bank/BC and made available in the establishment/place of business.
I will attend all training programs/meeting arranged by Bank/BC for development of my skills to effectively perform the work under BC Sub-Agent agreement.
I will keep the database and account details separately and preserve and protect security and confidentiality of customer information in my custody and make it available to the Bank /BC as per mutually agreed frequency.
I undertake to indemnify and keep indemnified the Bank/Itz Cash Card Ltd in case they suffer any loss / cost due to my negligence or non observance of this declaration, RBI guidelines and terms and conditions of the agreement.
Date:
Place:
Full name & Signature of BC Sub-Agent.
KYC Documents to be obtained from the BC Sub-Agent:
- Copy of PAN Card(mandatory for all categories).
- Registration Certificate (in case of corporate entity/partnership firm/trust/sole proprietary as applicable):
- Copy of Certificate of Incorporation issued by Registrar of Company.
- Copy of Partnership deed.
- Copy of Trust deed.
- Copy of Shops & Establishment License.
- Address Proof (any of the following document. not older than 3 months):
- Copy of Electricity Bill.
- Copy of Post paid telephone/mobile bill.
- Copy of Ration card.
- Copy ofRegistered Lease Agreement or Purchase Agreement.
- Copy of Shops & Establishment License.
- Identity Proof:
- Copy of Voter’sIdentityCard.
- Copy of Passport.
- Copy of PAN Card.
- Copy of Aadhaar Cardissued by theUnique Identification Authorityof India
- Copy ofBank Pass Book with Attested Photo.
- Applicable business registration certificates mandatory for all categories:
- Copy of Service Tax Registration certificate.
- Copy of VAT Registration certificate.
- Copy of Sales Tax (CST)Registration certificate.
- List of Directors/Partners/trustees in case of incorporated entity.
- Board Resolution or power of attorney to appoint authorised signatory and enter into BC Sub-Agent agreement in case of corporate entity.
Note: All above applicable document shall be self certified by Sub-Agent.