Description

BSE directs Research Analysts to review and revise their SEBI-mandated deposit requirements based on the maximum number of clients serviced on any single day during FY 2025-26, with revised deposits due by April 30, 2026.

Summary

BSE has issued a notice (No. 20260416-12) advising all registered Research Analysts (RAs) to review their existing deposit obligations in line with SEBI Master Circular (Ref. HO/38/12/11(1)2026-MIRSD-POD/I/4360/2026, dated February 06, 2026). RAs must revise their deposit amounts based on the maximum number of clients serviced on any single day during FY 2025-26 and submit any shortfall by April 30, 2026.

Key Points

  • Deposit revision is mandated under Regulation 8 of SEBI RA Regulations and SEBI Master Circular for Research Analysts.
  • RAs must determine the maximum number of clients serviced on any single day during FY 2025-26 to identify the applicable deposit slab.
  • Deposits must be maintained in a single form only — either Fixed Deposit (FD) or liquid/overnight mutual funds (Non-Demat or Demat); additional deposits must match the form already submitted.
  • Shortfall in deposit must be made up latest by April 30, 2026.
  • Deposits can be submitted as FD or liquid/overnight mutual funds (Non-Demat / Demat).

Regulatory Changes

No new regulation introduced. This notice operationalizes the annual deposit review requirement under:

  • Provision 1.2 of SEBI Master Circular for Research Analysts (Ref. HO/38/12/11(1)2026-MIRSD-POD/I/4360/2026, dated February 06, 2026).
  • Regulation 8 of the SEBI Research Analyst Regulations.

Compliance Requirements

Deposit Slabs (as prescribed by SEBI):

No. of ClientsApplicable Deposit
Up to 150 clients₹1 lakh
151 to 300 clients₹2 lakh
301 to 1,000 clients₹5 lakhs
1,001 and above clients₹10 lakhs

Submission Process:

A) Fixed Deposit:

  • Submit covering letter (Annexure-I) and bank covering letter (Annexure-II).
  • Submit original FDR (duly discharged with revenue stamp of ₹1/- on reverse, signed and stamped by authorized signatory).
  • Original FDR along with Annexures I & II to be submitted to BSE’s regional/head office.

B) Liquid/Overnight Mutual Funds (Non-Demat):

  • Submit covering letter (Annexure-III) via email to ra.membership@bseindia.com along with Statement of Account (SOA).
  • Subject line: “Request for creation of lien in favor of BSE Limited – towards additional deposit”.

C) Liquid/Overnight Mutual Funds (Demat):

  • Submit covering letter (Annexure-IV).
  • Raise a pledge request through the Depository Participant.

Important Dates

  • April 16, 2026 — Notice issued by BSE.
  • April 30, 2026 — Deadline for submission of revised/additional deposit to BSE.

Impact Assessment

This notice directly affects all BSE-registered Research Analysts whose client base has grown into a higher deposit slab during FY 2025-26. RAs who previously maintained a deposit corresponding to up to 150 clients but serviced more clients during the year must compute the shortfall and submit the additional deposit before April 30, 2026. Non-compliance could attract regulatory action under SEBI RA Regulations. The notice has no direct impact on listed stocks or broader market operations.

Impact Justification

Routine annual compliance requirement for BSE-registered Research Analysts to align deposits with client count slabs; deadline-driven with financial consequences for non-compliance but limited broader market impact.