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NOTICES
Notice No.   20230309-38   Notice Date   09 Mar 2023
Category   Compliance   Segment   General
Subject   Enhanced Supervision of Stock Brokers/Depository Participants - Maintenance of Daily Reconciliation Statement
 
Content

This has reference to SEBI Circular no. SEBI/HO/MIRSD/MIRSD2/CIR/P/2016/95 dated September 26, 2016, and Exchange Notice 20160927-41 dated September 27, 2016, on “Enhanced Supervision of Stock Brokers/Depository Participants” 

 As per clause 2.4.2 of aforesaid SEBI circular, “Transfer of funds between "Name of Stock Broker - Client Account" and "Name of Stock Broker - Settlement Account" and client's own bank accounts is permitted. Transfer of funds from "Name of Stock Broker - Client Account" to "Name of Stock Broker - Proprietary Account" is permitted only for legitimate purposes, such as, recovery of brokerage, statutory dues, funds shortfall of debit balance clients which has been met by the stock broker, etc. For such transfer of funds, stock broker shall maintain daily reconciliation statement clearly indicating the amount of funds transferred.”    

However, It has been observed that, the Trading Members are not able to promptly furnish daily reconciliation statement indicating the purpose of such transfers, when the same is sought by the Exchange during inspections or offsite supervision. In view of this, it is reiterated that the members shall maintain the reconciliation statement on a daily basis as prescribed in the aforesaid circular and provide the same as and when sought by the relevant authority.

Members are advised to take note of the contents of the circular and ensure strict compliance.

In case of any clarifications, members may contact us on details given as under:

 

Contact Nos.

022-2272 8435/5785

Email ID

bse.inspection@bseindia.com

 

 

For and on behalf of BSE Ltd.

  

 

Sandeep Sharma                                           Richa Ghosh

Asst. Gen. Manager                                      Asst. Gen. Manager

Brokers’ Supervision                                    Brokers’ Supervision