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Date: 2020-02-28 Category: Not Applicable State: Union Government Country: India

Operating Guidelines for Investment Advisers in International Financial Services Centre (IFSC) – Clarifications

Issued by Securities and Exchange Board of India · Not Applicable

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Executive Summary & Key Takeaways

**Summary:** This circular, reference number SEBI/HO/IMD/DF1/CIR/P/2020/31 dated February 28, 2020, issued by the Securities and Exchange Board of India (SEBI), provides clarifications to the Operating Guidelines for Investment Advisers (IAs) in International Financial Services Centres (IFSC), initially outlined in circular SEBI/HO/IMD/DF1/CIR/P/2020/04 dated January 9, 2020. The circular revises the net worth requirement for registered Investment Advisers in IFSC to USD 700,000, as per para 8(a) of the initial circular. Additionally, it clarifies that existing recognized entities within the IFSC can apply for IA registration without the need to establish a separate company or Limited Liability Partnership (LLP), as referenced in para 3 of the original circular. This circular is issued under Section 11(1) of the Securities and Exchange Board of India Act, 1992, to protect investor interests and regulate the securities market. The circular is accessible on the SEBI website (www.sebi.gov.in) under "Info for Investment Advisers" and "Legal framework Circulars". For further information, contact Naveen Sharma, General Manager, Investment Management Department, at 022-26449709 or via email at naveens@sebi.gov.in.

Key Entities Referenced

Securities and Exchange Board of India (SEBI): Regulatory body for the securities market in India, responsible for protecting investors and promoting market development. Investment Advisers (IA): Entities providing investment advice, regulated by SEBI. International Financial Services Centre (IFSC): Special economic zone facilitating financial services for non-residents and residents, regulated by SEBI in this context. SEBIHOIMDDF1CIRP202004: SEBI circular number related to Operating Guidelines for Investment Advisers in IFSC. Securities and Exchange Board of India Act, 1992: The act of the Indian Parliament under which SEBI was established and derives its powers. USD 700,000: The revised networth requirement for registered Investment Advisers in IFSC. Naveen Sharma: General Manager, Investment Management Department at SEBI. Investment Management Department: Department within SEBI responsible for investment management related regulations.
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CIRCULAR SEBI/HO/IMD/DF1/CIR/P/2020/31 February 28, 2020 All Investment Advisers Sir / Madam Subject: Operating Guidelines for Investment Advisers in International Financial Services Centre (IFSC) – Clarifications 1. SEBI, vide circular SEBI/HO/IMD/DF1/CIR/P/2020/04 dated January 9, 2020 issued Operating Guidelines for Investment Advisers in International Financial Services Centre. 2. Based on the representation received from the stakeholder regarding para 8(a) of the said circular, the networth requirement for registered Investment Adviser in IFSC is revised to USD 700,000. 3. In respect of para 3 of the said circular, it is clarified that existing recognized entities in IFSC can also apply for IA registration without forming a separate company or LLP. 4. This circular is issued in exercise of powers conferred under Section 11(1) of the Securities and Exchange Board of India Act, 1992 to protect the interests of investors in securities and to promote the development of, and to regulate the securities market. 5. The circular is available on SEBI website at www.sebi.gov.in under the categories “Info for – Investment Advisers” and "Legal framework - Circulars". Yours faithfully, Naveen Sharma General Manager Investment Management Department Ph: 022-26449709 Email: naveens@sebi.gov.in

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