Ease of doing investments - Modified Norms for Nomination in Demat Accounts and Mutual Fund Folios
NSE circular NSE/NMFTM/ 75561 · 04 Aug 2026
Official record
Open source pageSummary
Check the official recordWhat changed
The National Stock Exchange of India has updated the client registration process for the Mutual Fund Service System to align with SEBI's modified norms for nominations in demat accounts and mutual fund folios. These updates apply to the manual interface, bulk upload, and API registration modes. Members are required to update their in-house or third-party trading applications to accommodate the new file structures for Unique Client Code registration. The updated specifications will be available in the User Acceptance Testing environment starting August 17, 2026, with a target go-live date of September 1, 2026.
What you must do
- Members must update their in-house or third-party trading applications to accommodate the modified Unique Client Code registration file structures.
Key dates
- Availability in UAT environment
- 17 Aug 2026
Document text
NSEIL – Mutual Fund Service System Protocol for Non-NEAT Front End
Non-Confidential
CLIENT MASTER COMMON – 183 COLUMN FORMAT
PATH: - UTILITIES - BULK UPLOAD - CLIENT MASTER COMMON – 183 Column
| Sr. No. | Field Name | Field Type | Size | Mandatory/ Non-Mandatory | Remarks |
|---|---|---|---|---|---|
| 1 | CLIENT CODE | VARCHAR | 10 | MANDATORY | Unique Client Code (UCC) |
| 2 | PRIMARY HOLDER FIRST NAME | VARCHAR | 70 | MANDATORY | |
| 3 | PRIMARY HOLDER MIDDLE NAME | VARCHAR | 70 | OPTIONAL | |
| 4 | PRIMARY HOLDER LAST NAME | VARCHAR | 70 | OPTIONAL | |
| 5 | TAX STATUS | VARCHAR | 5 | MANDATORY | Refer Tax Status |
| 6 | GENDER | VARCHAR | 1 | CONDITIONAL MANDATORY | MANDATORY FOR INDIVIDUAL AND MINOR CLIENTS M/F/O/T |
| 7 | PRIMARY HOLDER DOB/INCORPORATION | DATE | 10 | MANDATORY | DD/MM/YYYY |
| 8 | OCCUPATION CODE | VARCHAR | 5 | MANDATORY | REFER OCCUPATION CODE |
| 9 | HOLDING NATURE | VARCHAR | 5 | MANDATORY | REFER HOLDING(SI/JO/AS) |
| 10 | SECOND HOLDER FIRST NAME | VARCHAR | 70 | CONDITIONAL MANDATORY | MANDATORY IF MODE OF HOLDING JO/AS |
| 11 | SECOND HOLDER MIDDLE NAME | VARCHAR | 70 | OPTIONAL | MANDATORY IF MODE OF HOLDING JO/AS |
| 12 | SECOND HOLDER LAST NAME | VARCHAR | 70 | OPTIONAL | MANDATORY IF MODE OF HOLDING JO/AS |
| 13 | THIRD HOLDER FIRST NAME | VARCHAR | 70 | CONDITIONAL MANDATORY | MANDATORY IF MODE OF HOLDING JO/AS |
| 14 | THIRD HOLDER MIDDLE NAME | VARCHAR | 70 | OPTIONAL | MANDATORY IF MODE OF HOLDING JO/AS |
| 15 | THIRD HOLDER LAST NAME | VARCHAR | 70 | OPTIONAL | MANDATORY IF MODE OF HOLDING JO/AS |
| 16 | SECOND HOLDER DOB | DATE | 10 | CONDITIONAL MANDATORY | MANDATORY IF SECOND HOLDER NAME MENTIONED DD/MM/YYYY |
| 17 | THIRD HOLDER DOB | DATE | 10 | CONDITIONAL MANDATORY | MANDATORY IF THIRD HOLDER NAME MENTIONED DD/MM/YYYY |
| 18 | GUARDIAN FIRST NAME | VARCHAR | 120 | CONDITIONAL MANDATORY | MANDATORY FOR MINOR CLIENTS |
| 19 | GUARDIAN MIDDLE NAME | VARCHAR | 120 | OPTIONAL | |
| 20 | GUARDIAN LAST NAME | VARCHAR | 120 | OPTIONAL | |
| 21 | GUARDIAN DOB | DATE | 10 | CONDITIONAL MANDATORY | MANDATORY FOR MINOR CLIENTS DD/MM/YYYY |
| 22 | PRIMARY HOLDER PAN EXEMPT | VARCHAR | 1 | Mandatory | 'Y' OR 'N' IS ALLOWED FOR PRIMARY HOLDER PAN EXEMPT. |
[Image omitted. See the official document.]
| 23 | SECOND HOLDER PAN EXEMPT | VARCHAR | 1 | CONDITIONAL MANDATORY | ONLY 'Y' OR 'N' IS ALLOWED FOR SECOND HOLDER PAN EXEMPT.' | | 24 | THIRD HOLDER PAN EXEMPT | VARCHAR | 1 | CONDITIONAL MANDATORY | ONLY 'Y' OR 'N' IS ALLOWED FOR SECOND HOLDER PAN EXEMPT.' | | 25 | GUARDIAN PAN EXEMPT | VARCHAR | 1 | CONDITIONAL MANDATORY | ONLY 'Y' OR 'N' IS ALLOWED FOR GUARDIAN HOLDER PAN EXEMPT.' | | 26 | PRIMARY HOLDER PAN | VARCHAR | 10 | CONDITIONAL MANDATORY | MANDATORY IF PRIMARY HOLDER PAN EXEMPT FLAG N. CLIENT MASTER VALIDATION | | 27 | SECOND HOLDER PAN | VARCHAR | 10 | CONDITIONAL MANDATORY | MANDATORY IF SECONDARY HOLDER PAN EXEMPT FLAG N. CLIENT MASTER VALIDATION | | 28 | THIRD HOLDER PAN | VARCHAR | 10 | CONDITIONAL MANDATORY | MANDATORY IF THIRD HOLDER PAN EXEMPT FLAG N. CLIENT MASTER VALIDATION | | 29 | GUARDIAN PAN | VARCHAR | 10 | CONDITIONAL MANDATORY | MANDATORY IF GUARDIAN PAN EXEMPT FLAG N. CLIENT MASTER VALIDATION | | 30 | PRIMARY HOLDER-EXEMPT CATEGORY | VARCHAR | 2 | CONDITIONAL MANDATORY | MANDATORY IF PRIMARY HOLDER PAN EXEMPT FLAG Y. REFER PAN EXEMPT CATEGORY | | 31 | SECOND HOLDER EXEMPT CATEGORY | VARCHAR | 2 | CONDITIONAL MANDATORY | MANDATORY IF SECOND HOLDER PAN EXEMPT FLAG Y. REFER PAN EXEMPT CATEGORY. | | 32 | THIRD HOLDER EXEMPT CATEGORY | VARCHAR | 2 | CONDITIONAL MANDATORY | MANDATORY IF THIRD HOLDER PAN EXEMPT FLAG Y. REFER PAN EXEMPT CATEGORY | | 33 | GUARDIAN EXEMPT CATEGORY | VARCHAR | 2 | CONDITIONAL MANDATORY | MANDATORY IF GUARDIAN PAN EXEMPT FLAG Y. REFER PAN EXEMPT CATEGORY | | 34 | CLIENT TYPE | VARCHAR | 1 | MANDATORY | D/P | | 35 | PMS | CHAR | 1 | OPTIONAL | MANDATORY IF CLIENT TYPE D, then pass Y/N | | 36 | DEFAULT DP | VARCHAR | 4 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT TYPE D (CDSL/NSDL) | | 37 | CDSL DPID | VARCHAR | 8 | CONDITIONAL MANDATORY | MANDATORY IF DEFAULT DP IS CDSL | | 38 | CDSLCLTID | VARCHAR | 16 | CONDITIONAL MANDATORY | MANDATORY IF DEFAULT DP IS CDSL | | 39 | CMBP ID | VARCHAR | 16 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT DEFAULT DP IS NSDL | | 40 | NSDLDPID | VARCHAR | 8 | CONDITIONAL MANDATORY | MANDATORY IF DEFAULT DP IF NSDL | | 41 | NSDLCLTID | VARCHAR | 8 | CONDITIONAL MANDATORY | MANDATORY IF DEFAULT DP IF NSDL | | 42 | ACCOUNT TYPE 1 | VARCHAR | 2 | CONDITIONAL MANDATORY | "SB", "CB","NE" OR "NO" VALUES ARE ALLOWED REFER ACCOUNT TYPE |
[Image omitted. See the official document.]
| 43 | ACCOUNT NO 1 | VARCHAR | 40 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 1 IS AVAILABLE | | 44 | MICR NO 1 | VARCHAR | 9 | OPTIONAL | | | 45 | IFSC CODE 1 | VARCHAR | 11 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 1 IS AVAILABLE | | 46 | DEFAULT BANK FLAG | VARCHAR | 1 | CONDITIONAL MANDATORY | Y/N - MANDATORY IF CLIENT ACCOUNT TYPE 1 IS AVAILABLE. | | 47 | ACCOUNT TYPE 2 | VARCHAR | 2 | CONDITIONAL MANDATORY | ONLY "SB", "CB","NE" OR "NO" VALUES ARE ALLOWED FOR ACCOUNT TYPE 2. REFER ACCOUNT TYPE | | 48 | ACCOUNT NO 2 | VARCHAR | 40 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 2 IS AVAILABLE | | 49 | MICR NO 2 | VARCHAR | 9 | OPTIONAL | MANDATORY IF CLIENT ACC TYPE 2 IS AVAILABLE AND IFSC NOT AVAILABLE | | 50 | IFSC CODE 2 | VARCHAR | 11 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 2 IS AVAILABLE AND MICR NOT AVAILABLE | | 51 | DEFAULT BANK FLAG | VARCHAR | 1 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 2 IS AVAILABLE (Y/N) | | 52 | ACCOUNT TYPE 3 | VARCHAR | 2 | CONDITIONAL MANDATORY | REFER ACCOUNT TYPE | | 53 | ACCOUNT NO 3 | VARCHAR | 40 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 3 IS AVAILABLE | | 54 | MICR NO 3 | VARCHAR | 9 | OPTIONAL | MANDATORY IF CLIENT ACC TYPE 3 IS AVAILABLE AND IFSC NOT AVAILABLE | | 55 | IFSC CODE 3 | VARCHAR | 11 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 2 IS AVAILABLE AND MICR NOT AVAILABLE | | 56 | DEFAULT BANK FLAG | VARCHAR | 1 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 3 IS AVAILABLE (Y/N) | | 57 | ACCOUNT TYPE 4 | VARCHAR | 2 | CONDITIONAL MANDATORY | REFER ACCOUNT TYPE | | 58 | ACCOUNT NO 4 | VARCHAR | 40 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 4 IS AVAILABLE | | 59 | MICR NO 4 | VARCHAR | 9 | OPTIONAL | MANDATORY IF CLIENT ACC TYPE 4 IS AVAILABLE AND IFSC NOT AVAILABLE | | 60 | IFSC CODE 4 | VARCHAR | 11 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 4 IS AVAILABLE AND MICR NOT AVAILABLE | | 61 | DEFAULT BANK FLAG | VARCHAR | 1 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 4 IS AVAILABLE (Y/N) | | 62 | ACCOUNT TYPE 5 | VARCHAR | 2 | CONDITIONAL MANDATORY | REFER ACCOUNT TYPE | | 63 | ACCOUNT NO 5 | VARCHAR | 40 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 5 IS AVAILABLE | | 64 | MICR NO 5 | VARCHAR | 9 | OPTIONAL | MANDATORY IF CLIENT ACC TYPE 5 IS AVAILABLE AND IFSC NOT AVAILABLE |
[Image omitted. See the official document.]
| 65 | IFSC CODE 5 | VARCHAR | 11 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 5 IS AVAILABLE AND IFSC NOT AVAILABLE | | 66 | DEFAULT BANK FLAG | VARCHAR | 1 | CONDITIONAL MANDATORY | MANDATORY IF CLIENT ACC TYPE 5 IS AVAILABLE (Y/N) | | 67 | CHEQUE NAME | VARCHAR | 35 | NON- MANDATORY | SIZE OF CHEQUE NAME SHOULD BE BETWEEN 1 TO 35.' | | 68 | DIV PAY MODE | VARCHAR | 2 | MANDATORY | 01-CHEQUE 02-DIRECT CREDIT 03-ECS 04-NEFT 05-RTGS | | 69 | ADDRESS 1 | VARCHAR | 120 | CONDITIONAL MANDATORY | SIZE OF ADDRESS 1 SHOULD BE BETWEEN 1 TO 120. Optional for non-residents | | 70 | ADDRESS 2 | VARCHAR | 120 | CONDITIONAL MANDATORY | SIZE OF ADDRESS 1 SHOULD BE BETWEEN 1 TO 120. Optional for non-residents | | 71 | ADDRESS 3 | VARCHAR | 120 | CONDITIONAL MANDATORY | SIZE OF ADDRESS 1 SHOULD BE BETWEEN 1 TO 120. Optional for non-residents | | 72 | CITY | VARCHAR | 35 | MANDATORY | | | 73 | STATE | VARCHAR | 5 | MANDATORY | | | 74 | PINCODE | NUMBER | 6 | MANDATORY | | | 75 | COUNTRY | VARCHAR | 35 | MANDATORY | NOT MANDATORY FOR NRI REFER COUNTRY CODE | | 76 | RESI. PHONE | VARCHAR | 15 | OPTIONAL | SIZE OF RESIDENCE PHONE FOR INDIA SHOULD BE BETWEEN 1 TO 15.' | | 77 | RESI. FAX | VARCHAR | 15 | OPTIONAL | SIZE OF RESIDENCE FAX FOR INDIA SHOULD BE BETWEEN 1 TO 15. | | 78 | OFFICE PHONE | VARCHAR | 15 | OPTIONAL | SIZE OF OFFICE PHONE FOR INDIA SHOULD BE BETWEEN 1 TO 15.' | | 79 | OFFICE FAX | VARCHAR | 15 | OPTIONAL | SIZE OF OFFICE FAX FOR INDIA SHOULD BE BETWEEN 1 TO 15.'I | | 80 | EMAIL | VARCHAR | 50 | MANDATORY | MAXIMUM LENGTH ALLOWED FOR EMAIL IS 50 | | 81 | COMMUNICATION MODE | VARCHAR | 1 | MANDATORY | P-Physical/E-Email/M-Mobile | | 82 | FOREIGN ADDRESS 1 | VARCHAR | 40 | CONDITIONAL MANDATORY | MANDATORY FOR NRI, EXCEPT FOR SEAFARER. REFER TAX STATUS | | 83 | FOREIGN ADDRESS 2 | VARCHAR | 40 | OPTIONAL | | | 84 | FOREIGN ADDRESS 3 | VARCHAR | 40 | OPTIONAL | | | 85 | FOREIGN ADDRESS CITY | VARCHAR | 35 | OPTIONAL | | | 86 | FOREIGN ADDRESS PINCODE | VARCHAR | 10 | CONDITIONAL MANDATORY | | | 87 | FOREIGN ADDRESS STATE | VARCHAR | 50 | CONDITIONAL MANDATORY | MANDATORY FOR NRI COUNTRY CODE | | 88 | FOREIGN ADDRESS COUNTRY | VARCHAR | 100 | CONDITIONAL MANDATORY | COUNTRY OF FOREIGN IS MANDATORY WHEN TAX STATUS IS NRI/NRO. | | 89 | FOREIGN ADDRESS RESI PHONE | VARCHAR | 15 | OPTIONAL | |
Source details
- Source
- National Stock Exchange of India
- Type
- circular
- Published by source
- 04 Aug 2026
- Document number
- NSE/NMFTM/ 75561
- Issuing division
- NMF TM Segment
- Coverage area
- securities