NOTICE
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| Notice No. | 20260722-30 |
| Notice Date | 22 Jul 2026 |
| Category | Trading |
| Segment | Mutual Fund |
| Department | Trading Operations |
| Subject | Ease of Doing Investments – Revised Nomination Framework for Demat Accounts and Mutual Fund Folios – Update |
| Attachments | Annexure_A_Nomination_Opt_in ; Annexure_B_Nomination_Opt_Out |
This is with reference to Exchange Notice No. 20260716-27 dated July 16, 2026, regarding Ease of Doing Investments – Modified Norms for Nomination in Demat Accounts and Mutual Fund Folios.
In continuation of the aforesaid notice, Members are hereby informed that the Nomination (Opt-in or Opt-out) facility shall be provided to investors through either online or physical mode using the forms prescribed under Annexure A and Annexure B of the SEBI circular.
Validation Requirements for Nomination Acceptance:
| Nomination Option | Online Mode | Physical Mode |
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| Opt-in | Nomination details as prescribed in Annexure A shall be displayed to the investor prior to submission. | Duly completed and signed Annexure A shall be obtained from the investor. |
| Opt-out | Nomination declaration details as specified in Annexure B shall be displayed to the investor prior to submission. | Duly completed and signed Annexure B shall be obtained from the investor. |
Storage and Submission of Records
Members are advised to note the following requirements:
- Regulated entities, as specified in the aforesaid SEBI circular, are required to capture and maintain records of investors opting in and out of nomination.
- Such records shall be preserved and made available for submission to the RTA, AMC, Regulator, or any other authorized authority, as and when required or at prescribed intervals.
The nomination forms are attached herewith as Annexures.
| Annexure | Particulars |
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| Annexure A | Nomination Opt in |
| Annexure B | Nomination Opt Out |
Members utilizing third-party vendor solutions and/or in-house developed trading applications shall ensure that all necessary system, process, operational, and compliance-related arrangements are implemented. Members are required to undertake the requisite developments, enhancements, and system modifications at their end well in advance of the prescribed implementation date to ensure seamless compliance with the above requirements.
For any queries relating to BSE StAR Mutual Fund Operations, Members may contact the Mutual Fund Helpdesk at:
- 022-45720450 / 650
- 022-69158550
(Available on business days between 8:00 a.m. and 7:00 p.m.)
Members may also raise their queries through the CRS Portal: https://bsecrs.bseindia.com
Arunkumar Ganesan
VP - Mutual Fund
Mahesh Tare
AVP - Mutual Fund
