As per exchange regulations, we send the daily margin statement to every client’s registered email address. This daily margin statement is in the format prescribed by SEBI. The margin statement is sent with the intention of informing a client what his margin status is i.e the margin you require for a position and the margin you have. In short, do you have excess or shortfall of margins? and what free margins are available in his account in order to take new positions without incurring penalty or charges.
If you have been trading on all exchanges, you’ll receive a combined daily margin statement. A margin statement for a particular exchange will have all the segments included, that is if you trade on NSE EQ (equity) and NSE F&O – NSE CDS (equity & currency derivatives), both the segments will be included in daily margin statement.
The client margin report is a mandatory report which needs to be sent to the client in addition to the contract note.