Terms & Conditions
1) Steps to avail the Tax Consultant services
You are requested to share the request with your Private Banker or Service
Relationship Manager to avail the services.
Terms & conditions: Tax Consultant Services
- The services are provided by by empanelled partner.
- The service/benefit is available only for the client part of the NR Programme.
- Our team will arrange for consultation with empanelled CA partner.
- Once the confirmation is received from CA, a chorus call is booked, the details will be
shared with the client and CA within 24-48 hours.
2) Steps to avail pick up of documents from your overseas location:
You are requested to share the request with your Private Banker or Service
Relationship Manager to avail the services.
Terms & conditions: documents pickup from your overseas location
- Complete details required in the specified ‘pick-up format’ shared
- The client needs to maintain RV as per NR Programme classification.
- If RV is not maintained as per specified classification, then NR Product Head approval
is required.
- To arrange pick up for Non PB client, approval from NR Product head is required.
- If complimentary pick up exceeds within FY, NR Product Head approval is required.
- To arrange complimentary pick up NR Area manager approval is required.
- To arrange pick up other than NR LOB, approval is required as per respective delegation
matrix along with LOB to debit costs.
- Post the request is received, we will initiate the documents to be picked up within 6
hours with our courier partner DHL.
- The TAT for collecting documents by DHL is 48 hours.
- Post the DHL pick up is arranged by us, the client needs to take a print out of the AWB
copy (about 3-4 pages)