Read or download the official PDF of this gazette notification issued by the Ministry of Corporate Affairs on 7th August 2026. Classified under Press Release.
Executive Summary
The Investor Education and Protection Fund Authority (IEPFA) held a stakeholder engagement session with Companies’ Nodal Officers to demonstrate the upcoming Integrated IEPFA Portal 2.0. The session focused on digital-first features like automated claim processing and enhanced e-Verification modules. Key deadlines include stakeholder training in September 2026, pilot implementation in October 2026, and the official portal launch scheduled for November 2026.
Key Points / Main Content
Core Features of Portal 2.0
Digital Integration: Features include digital KYC integration and a pre-filled Form IEPF-5 to simplify the investor claim process.
Search and Filing: A new entitlement search facility and a simplified three-step workflow for filing e-Verification Reports (EVRs).
Fee Regulations: Provisions related to Rule 7(3) for the processing of additional (delay) fees.
Implementation Roadmap (2026)
August: User Acceptance Testing (UAT).
September: Stakeholder training sessions.
October: Pilot implementation phase.
November: Official launch of the Integrated IEPFA Portal 2.0.
Stakeholder Recommendations for Finalization
Verification Enhancements: Suggestions include Aadhaar eKYC address validation and mandatory KYC for Authorized Representatives.
Technical Capabilities: Introduction of bulk Digital Signature Certificate (DSC) and eSign capabilities.
Data Integration: Merging approved IEPF Form-4 data into the EVR module and using NSE/BSE data for share valuation.
Fraud Prevention: Implementation of automated alerts to identify frequent address changes.
Impact Analysis
Companies’ Nodal OfficersImpact
They will transition to a more automated, digital-first system for filing verification reports and managing investor claims, aimed at improving operational efficiency.
Action Required
Nodal Officers must attend training in September 2026 and participate in the pilot implementation in October 2026 to familiarize themselves with the new EVR modules.
Investors / ClaimantsImpact
Investors will benefit from a simplified, user-centric claim process and an entitlement search facility to track their holdings.
Action Required
Claimants will need to use the new portal starting in November 2026 and utilize the digital KYC features for future filings.
National e-Governance Division (NeGD)Impact
As the collaborative partner, NeGD is responsible for refining the portal's technical architecture based on stakeholder feedback.
Action Required
The NeGD team must consider and incorporate the specific technical recommendations (e.g., bulk DSC, automated fraud alerts) provided by Nodal Officers before the final rollout.
Key Entities Referenced
Investor Education and Protection Fund Authority (IEPFA): The primary regulatory body under the Ministry of Corporate Affairs responsible for managing investor funds and facilitating claim settlements.
Integrated IEPFA Portal 2.0: The digital initiative and platform being developed to modernize investor claim processes, featuring digital KYC and e-Verification modules.
National e-Governance Division (NeGD): The technical implementing partner collaborating with IEPFA on the development and rollout of the modernized portal.
Ministry of Corporate Affairs: The primary central ministry overseeing the IEPFA and the digital transformation of investor services.
Ms. Anita Shah Akella: CEO of IEPFA and Joint Secretary in the Ministry of Corporate Affairs who led the stakeholder engagement session for the new portal.
Ministry of Corporate Affairs
IEPFA Organises Stakeholder Engagement with
Nodal Officers of Companies on Integrated
IEPFA Portal 2.0
Engagement session focuses on enhancing digital claim
processing, stakeholder collaboration, and user-centric
reforms
प्रव तथ: 07 AUG 2026 6:33PM by PIB Delhi
The Investor Education and Protection Fund Authority (IEPFA), under the Ministry of Corporate Affairs,
Government of India, in collaboration with the National e-Governance Division (NeGD), organised a
Stakeholder Engagement Session with Companies’ Nodal Officers on the Integrated IEPFA Portal 2.0.
The session served as an interactive platform to demonstrate the proposed Claimant and e-Verification
Report (EVR) modules of the new portal and to obtain valuable feedback from Companies’ Nodal Officers
ahead of its rollout.
The session was led by Ms. Anita Shah Akella, CEO, IEPFA and Joint Secretary, Ministry of
Corporate Affairs, along with senior officials of IEPFA, the NeGD project team, and Companies’ Nodal
Officers. Participants were provided with a detailed walkthrough of the modernised portal, which
introduces several digital-first features aimed at simplifying the investor claim process and improving
operational efficiency.Key features presented during the session included digital KYC integration, pre-filled Form IEPF-5, an
entitlement search facility, a simplified three-step workflow for filing e-Verification Reports (EVRs), and
provisions relating to Rule 7(3) for additional (delay) fees. The implementation roadmap was also shared
with stakeholders, outlining User Acceptance Testing (UAT) in August 2026, stakeholder training in
September, pilot implementation in October, and the planned launch of the Integrated IEPFA Portal 2.0 in
November 2026.
Companies’ Nodal Officers actively participated in the discussions and shared practical suggestions based
on their operational experience. Recommendations included Aadhaar eKYC address validation with
companies records, mandatory KYC verification of Authorised Representatives, a comprehensive
validation checklist before issuance of Entitlement Letters, bulk DSC and eSign capabilities, integration of
approved IEPF Form-4 data into the EVR module, share valuation based on NSE and BSE data with
application of the lower value, and automated alerts to identify frequent address changes as a fraud
prevention measure.
The suggestions and recommendations received during the session have been shared with the NeGD team
for consideration while finalising the portal. The stakeholder engagement forms part of IEPFA's ongoing
efforts to develop the Integrated IEPFA Portal 2.0 through continuous engagement with Companies’ Nodal
Officers and other stakeholders. The Authority remains committed to leveraging technology to simplify
claim settlement, strengthen transparency, improve service delivery, and build a secure, efficient, and
investor-centric digital ecosystem.
IEPFA under Ministry of Corporate Affairs is dedicated to promoting investor awareness and protection
through sustained outreach, investor education, and strategic collaborations. The Authority continues to
introduce technology-enabled reforms and citizen-centric initiatives to facilitate efficient claim settlement
and strengthen investor services across the country. For more information, visit: www.iepf.gov.in .
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