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

  • Excise/Custom

CBIC extends export incentives to postal shipments from 15th January 2026

CBIC extends export incentives to shipments through Postal Export Bills from 15th January 2026 The Central Board of Indirect Taxes…

1 hour ago
  • bankruptcy

SC issues directions to Committee of Creditors to protect interests of homebuyers

Supreme Court issues directions to Committee of Creditors for safeguard interests of homebuyers in Insolvency proceedings In a recent judgment,…

14 hours ago
  • Income Tax

Section 69C not applicable on addition for disallowance of expenditure of salary

Provisions of section 69C not applicable for addition made on account of disallowance of expenditure on employee salary and Wages…

15 hours ago
  • Income Tax

HC declines to direct ITD to investigate Tax Evasion Petition due to limitation

High Court declines to direct ITD to investigate allegations of tax evasion as per Tax Evasion Petition due to limitation…

16 hours ago
  • Income Tax

SLP dismissed against condoning delay in filing Form 10B as CA wasn’t aware of online filing

Condoning delay in filing audit report in Form 10B as CA of the assessee was not aware of newly introduced…

19 hours ago
  • Income Tax

No bar prohibiting simultaneous penalty u/s 271B and 271A of Income Tax Act

There is no bar in penalty u/s 271B for non-audit u/s 44AB if penalty u/s 271A is also levied for…

23 hours ago