SEBI

Guidelines for Investment/Trading in Securities by Employees of AMC(s) and Trustees

Guidelines for Investment and/or Trading in Securities by Employees of AMC(s) and Trustees

SEBI had specified the norms for investment/ trading in securities by employees of AMC(s) and Trustees of Mutual Funds. Subsequently, SEBI partially modified it. Now based on the representations SEBI has decided to review the circular and partially modify the said provisions.

New Guidelines shall be applicable to all employees of AMC(s) and Trustees and shall form a part of the Code of Conduct for employees adopted by the AMC(s) and/or Trustees. New employees shall be bound by these Guidelines from the date of joining the AMC(s) and/or Trustees.

The new Guidelines shall cover transactions for sale or purchase of securities made:

a. In the name of employees, either individually or jointly,

b. In the name of the employees’ spouse,

c. As a member of HUF,

d. In the name of parent, sibling or child of the employee or of the spouse of such employee, any of whom is either dependent financially on such employee or spouse of employee, or consults such employee or spouse of employee in taking decisions relating to trading in securities.

The objectives and principles of these Guidelines are to inter alia ensure that all securities transactions made by employees in their personal capacity are conducted in consonance with these Guidelines and in such manner as to avoid any actual or potential conflict of interest or any abuse of an individual’s position of trust and responsibility.

SEBI CIrcular SEBI/HO/IMD/IMD-I DOF5/P/CIR/2021/654 Click Here >>

Share

Recent Posts

  • Income Tax

Sale of flats in a real estate project held capital gains considering intention of assessee

Sale of flats in a real estate project held capital gains as intention of the assesee was to hold that…

16 hours ago
  • Income Tax

Interest liability recognised by journal entries at the close of year, can’t be termed as fictitious – ITAT

Merely because interest liability was recognised by journal entries at the close of the year, it does not make expenditure…

1 day ago
  • Income Tax

Cash deposits in bank which were immediately transferred to other accounts – addition deleted

Addition for cash deposits in bank account which were immediately transferred to other accounts deleted in absence any enquiry by…

2 days ago
  • Income Tax

ITAT disallows 6% for alleged bogus purchases being appropriate

ITAT disallows 6% for alleged bogus purchases as purchases from unregistered dealers could not be ruled out. In a recent…

2 days ago
  • Income Tax

CBDT can’t restrict power of CIT u/s 119(2)(b) to condone delay beyond six years – High Court

CBDT Circular can’t restrict powers of Income Tax Authority u/s 119(2)(b) to condone delay beyond six years In a recent…

4 days ago
  • Income Tax

ITAT allows benefit of the cash bought at the time of migration from Pakistan

Benefit of the cash bought at the time of migration from Pakistan allowed as assessee fulfilled conditions of CBDT Circular…

5 days ago