Home India Securities and Exchange Board of India Review of Framework to address the ‘technical glitches’ in S...
Date: 2026-01-09 Category: Not Applicable State: Union Government Country: India

Review of Framework to address the ‘technical glitches’ in Stock Brokers’ Electronic Trading Systems

Issued by Securities and Exchange Board of India · Not Applicable

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Executive Summary & Key Takeaways

**Executive Summary** This circular, issued by the Securities and Exchange Board of India (SEBI) on January 09, 2026, reviews the framework for addressing technical glitches in stock brokers' electronic trading systems. It modifies the existing framework to ease compliance, provide exemptions, simplify reporting, rationalize technology requirements, and rationalize the disincentive structure. This circular supersedes SEBI circular no SEBI/HO/MIRSD/TPD-1/P/CIR/2022/160 dated November 25, 2022 and comes into effect on January 09, 2026. **Key Points / Main Content** * **Framework Modification Principles:** * **Ease of Compliance:** Streamlines eligibility criteria to exclude smaller stock brokers. * **Exemptions from Applicability:** Exempts glitches outside the brokers' trading architecture or those with negligible impact. * **Simplified Reporting:** Extends the reporting time for technical glitches from one to two hours and streamlines reporting to a single platform (Common Reporting Platform). * **Rationalized Technology:** Adjusts capacity planning, software testing, and Disaster Recovery (DR) drill requirements based on broker size and technology dependency. * **Rationalized Disincentives:** Adjusts financial disincentives based on glitch exemptions, type, and frequency. * **Definition of Technical Glitch:** * Includes malfunctions in hardware, software, networks, processes, or services related to trading and risk management during trading sessions, lasting five minutes or more. * Excludes technical issues due to global disruptions, MII technical issues, KYC processing glitches, back-office issues not impacting trading, payment gateway failures, or decision support tool issues. * Financial disincentives do not apply if glitches do not affect service provision or are minor in nature, or that occurred in one of two modes of trading (mobile or web). * **Applicability:** * Applies to stock brokers providing IBT/STWT platforms with over 10,000 registered clients (excluding closed accounts) as of March 31st of the previous financial year. * Stock exchanges will issue a list of applicable stock brokers. * **Reporting Requirements:** * Stock brokers must inform exchanges and clients of technical glitches within 2 hours of occurrence. * Brokers must inform clients via website, SMS, email, or pop-ups. * Brokers must submit a Preliminary Incident Report within T+1 day (stock exchange format). * Brokers must submit a Root Cause Analysis Report (RCA) within 14 working days (stock exchange format). * Submissions are to be made on 'Samuhik Prativedan Manch'. * **Capacity Planning:** * Adequate capacity planning is required for service continuity, covering server capacities, network availability, and application serving capacity. * Brokers should monitor peak load. * Stock exchanges will issue rationalized guidelines. * **Software Testing:** * Rigorous testing is required before implementing software changes in production systems. * Stock exchanges will issue rationalized guidelines. * **Monitoring Mechanism:** * Stock exchanges use API-based Logging and Monitoring Mechanism (LAMA). * Stock exchanges shall review the applicable provisions of LAMA and issue detailed guidelines. * **Business Continuity Planning (BCP) and Disaster Recovery Site (DRS):** * BCP and DRS shall not be applicable to small size stock brokers. * Stock exchanges will review and rationalize BCP and DRS guidelines. * **Financial Disincentives:** * Stock exchanges shall rationalize and revise the current structure of the financial disincentives. **Impact Analysis** **Impact on Registered Stock Brokers:** * **Impact:** Must comply with the revised framework for addressing technical glitches, including reporting requirements, capacity planning, and software testing procedures. The framework's applicability may vary based on broker size and client base. * **Action Required:** Assess current systems and procedures against the revised framework, implement necessary changes to ensure compliance, and adhere to reporting deadlines. **Impact on Recognized Stock Exchanges:** * **Impact:** Responsible for issuing detailed guidelines, disseminating lists of applicable stock brokers, monitoring technical glitches, and rationalizing financial disincentive structures. * **Action Required:** Develop and issue detailed guidelines, establish systems for monitoring and examining technical glitches, revise disincentive structures, and ensure stock brokers comply with the revised framework.

Key Entities Referenced

Securities and Exchange Board of India (SEBI): The primary regulator issuing this circular, overseeing the securities market. Stock Exchanges: Entities that must comply with and implement the framework for technical glitches. Stock Brokers: Entities whose electronic trading systems are subject to the technical glitch framework. SEBI (Stock Brokers) Regulations 2026: The regulations under which the circular is issued to protect investors and regulate the securities market. Circular SEBI/HO/MIRSD/TPD-1/P/CIR/2022/160: The circular being superseded by this document.
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CIRCULAR HO/38/44/12(1)2026-MIRSD-TPD1 January 09, 2026 To All recognized Stock Exchanges All Registered Stock Brokers through Recognized Stock Exchanges Dear Sir/ Madam, Sub: - Review of Framework to address the ‘technical glitches’ in Stock Brokers’ Electronic Trading Systems’ 1. SEBI vide Circular No. SEBI/HO/MIRSD/TPD-1/P/CIR/2022/160 dated November 25, 2022 laid down a comprehensive framework to address the technical glitches in stock brokers’ electronic trading systems. Subsequently, Stock Exchanges also issued detailed guidelines in this regard on December 16, 2022. 2. SEBI received several representations from the various stakeholders and Industry forum regarding need to review the present framework on Technical glitches. Based on the representation received and the analysis of the technical glitch data, a public consultation paper was prepared and disseminated on SEBI website to obtain views from all the stakeholders. A views/feedback obtained on a consultation paper was analysed and discussed with stakeholders. 3. The extant technical glitch framework for the stock brokers is thus modified. The modification is carried out based on the following broad principles: 3.1 Ease of compliance: The eligibility criteria has been streamlined to exclude smaller size stock brokers from the technical glitch framework to reduce overall compliance of such stock brokers. 3.2 Exemptions from applicability: The technical glitches which are outside the stock brokers’ trading architecture, glitches that don’t directly affect the Page 1 of 7trading functionality and those which have negligible impact have been exempted from the technical glitch framework. 3.3 Simplifying the reporting requirement: Extension of time for reporting of technical glitches (from one hour to two hours), consideration of trading holiday’s while submitting reports and streamlining the reporting requirement from reporting to all the exchanges to a single reporting platform (i.e. Common Reporting Platform) 3.4 Rationalised and cost effective based technology requirements: The requirements for the capacity planning, software testing and DR drill have been rationalised based on the size of the stock brokers & their technology dependency. 3.5 Rationalisation in disincentive structure: The financial disincentive structure has been rationalised considering the exemptions, type of glitches (major or minor) and the frequency of the occurrences. 4. The revised framework for Technical glitch is as under. 5. Definition of Technical Glitch: 5.1 “Technical glitch shall mean any malfunction in the electronic system of stock broker, including malfunction in its hardware, software, networks/bandwidth, processes or products or services, directly or indirectly related to trading and risk management, occurred during trading session of stock exchange. The malfunction in the systems of stock brokers or the one outsourced from any third parties, which may lead to either stoppage, slowing down or variance in the trading and risk management functions such as log-in, order placement (including modification, cancelation, execution, confirmation, status), allocation and viewing of margin/ collateral/ funds etc., for a contiguous period of five minutes or more.” Page 2 of 75.2 The above definition of technical glitches is subject to the condition that the following types of technical issues in the system of stock brokers shall not be considered as technical glitches irrespective of the time of occurrence and accordingly need not be reported to Exchanges; i. Technical glitches occurred due to global issues such as malfunction or technical disruption at the cloud service providers or any other global technology provider or any technical issue causing widespread disruption ii. Technology disruption due to technical issues at MII iii. Technological glitches observed while processing of new trading account (KYC process) iv. Technical issues at the Back-office which does not impact the trading and settlement of the clients v. The failure of payment gateway applications due to technical issues exist at banks or at the service provider or at payment aggregators end. vi. Technical issues observed in the decision support tools such as technical charts, profit and loss statements, back office reports etc.” 5.3 Exchanges have introduced financial disincentive structure for occurrence of technical glitches. In this context, financial disincentive structure shall not be applicable for the technical glitches which do not affect the stock broker's ability to provide seamless services to their clients. In case of the following types of technical glitches, the financial disincentive structure shall not be applicable:  A technical glitch that occurred one of two modes of trading (i.e either in the mobile-based trading application or in the web-based trading application) while other mode of the trading is functioning in proper manner  A technical glitch that is minor in nature or has a minor impact on the seamless operations of the stock brokers. Page 3 of 7Stock exchanges shall issue detailed guidelines in this regard in consultation with SEBI. 6. Applicability of framework: 6.1 The framework shall be applicable to the stock brokers providing IBT/STWT trading platforms and having more than 10,000 registered clients (excluding closed accounts) as on 31st March of previous financial year. 6.2 Stock exchange shall issue detailed guidelines in this regard and disseminate the list of applicable stock brokers. 7. Reporting Requirements: 7.1 Stock brokers shall inform regarding the technical glitch to the stock exchanges and also to their clients within 2 hours from the time of occurrence of the glitch. Exchanges in turn shall disseminate the technical glitch incidents on their website. 7.2 Stock brokers shall inform their clients regarding the occurrence of technical glitch by disseminating information on their website and any other mode such as SMS/email/pop-up in mobile based/ web based trading application etc. 7.3 Stock brokers shall submit a Preliminary Incident Report (as per the format prescribed by stock exchanges) to the stock exchange within T+1 day of the incident (T being the date of the incident). However, if T+1 day falls on a trading holiday; submission may be done on next trading day. 7.4 Stock brokers shall submit a Root Cause Analysis Report (RCA) (as per the format prescribed by stock exchanges) of the technical glitch to stock exchange, within 14 working days from the date of the incident. 7.5 Stock brokers shall submit information/reports mentioned above, on ‘Samuhik Prativedan Manch’ i.e. common portal for submissions by stock brokers. Page 4 of 77.6 All technical glitches reported by stock brokers as well as independently monitored by stock exchanges, shall be examined by the stock exchanges for suitable actions. 8. Capacity Planning: 8.1 Increasing number of investors create additional burden on the trading system of the stock broker and hence, adequate capacity planning is prerequisite for stock brokers to provide continuity of services to their clients. Stock brokers shall do capacity planning for entire trading infrastructure i.e. server capacities, network availability, and the serving capacity of trading applications. 8.2 Stock brokers shall monitor peak load in their trading applications, servers and network architecture. 8.3 Stock exchanges shall issue detailed guidelines with regard to capacity planning, peak load, and new capacity required to tackle future load on the system of the stock brokers. The extant guidelines shall be rationalised based on the size of the stock brokers & their technology dependency. 9. Software testing and change management 9.1 Software applications are prone to updates/changes and hence, it is imperative for the stock brokers to ensure that all software changes that are taking place in their applications are rigorously tested before they are used in production systems. Software changes could impact the functioning of the software if adequate testing is not carried out resulting technical glitches in such software. 9.2 Stock exchanges shall issue detailed guidelines with regard to testing of software, traceability matrix, change management process and periodic updation of assets etc. The extant guidelines shall be rationalised based on the size of the stock brokers & their technology dependency. Page 5 of 710. Monitoring mechanism: 10.1 Proactively and independently monitoring technical glitches shall be one of the approaches in mitigating the impact of such glitches. In this context, Stock Exchanges have deployed API based Logging and Monitoring Mechanism (LAMA). Stock exchanges shall continue to monitor the trading systems of the stock brokers through this mechanism. 10.2 Stock exchanges shall review the applicable provisions of LAMA and issue detailed guidelines with regard to applicability, key monitoring parameters and preservation of logs etc. 11. Business Continuity Planning (BCP) and Disaster Recovery Site (DRS): 11.1 Stock Exchanges shall review the current guidelines for the applicability of the BCP and DRS. The current guidelines shall be rationalised based on the size of the stock brokers & their technology dependency ensuring the following i BCP and DRS shall not be applicable to small size stock brokers. ii Setting up of DR site in different seismic zones iii Frequency of DR drill and trading from DR site iv Defining Recovery Time Objective (RTO) and Recovery Point Objective (RPO) and defining the term “Disaster” for the implementation of the DR. v Requirement for the coverage of BCP-DR during the System Audit and ISO certification requirements. 12. Stock exchanges shall rationalise and revise the current structure of the financial disincentives considering the applicable exemption for technical glitches, type of glitches (major or minor) and the frequency of occurrences of the glitches. Page 6 of 713. Stock exchanges shall disseminate on their websites the instances of technical glitches occurred in the trading system of stock brokers. 14. This circular shall supersede earlier SEBI circular no SEBI/HO/MIRSD/TPD- 1/P/CIR/2022/160 dated November 25, 2022. 15. Stock exchanges shall build necessary systems for implementation of the provisions of this circular and issue appropriate guidelines to the stock brokers for the compliance with the provisions of this circular. 16. This circular is being issued in exercise of powers conferred under Section 11 (1) of the Securities and Exchange Board of India Act 1992 and Regulation 50 of SEBI (Stock Brokers) Regulations 2026, to protect the interests of investors in securities and to promote the development of, and to regulate the securities market. 17. This circular is available on SEBI website at www.sebi.gov.in under the categories “Legal Framework” and “Circulars”. 18. This circular shall come into effect from January 09, 2026. Yours faithfully, Vishal M Padole General Manager Market Intermediaries Regulation and Supervision Department Tel. No: 022 26449247 Email ID: vishalp@sebi.gov.in Page 7 of 7

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