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SEBI Circular on Regulatory Reporting by AIFs: Revised Format, Method, and Timeline

Read about the revised reporting requirements, including the timeline for submission, the applicability of the circular, and the importance of accurate and timely reporting.

SEBI Reporting

Introduction


The Securities and Exchange Board of India (SEBI) has issued a circular on September 14, 2023, regarding regulatory reporting by Alternative Investment Funds (AIFs). The circular aims to provide AIFs with a revised reporting format that will enable uniform compliance standards, ease compliance reporting, and promote regulatory and developmental purposes. In this article, we will review the revised reporting format, method, and timeline as outlined in the SEBI circular.


Revised Reporting Format


The SEBI circular states that AIFs shall submit quarterly reports to SEBI in the formats specified with respect to the activities carried on by the AIFs. The existing quarterly reporting format has been reviewed in consultation with AIF Industry Associations – Indian Venture and Alternate Capital Association (IVCA) and Equalifi. The revised format has been prepared to enable the AIF industry to have uniform compliance standards and ease compliance reporting.


The revised reporting format shall be hosted by the AIF associations on their website within 2 working days of issuance of this circular. The association shall assist all AIFs in understanding the reporting requirements and in clarifying or resolving any issues which may arise in connection with reporting to ensure accurate and timely reporting.


Revised Reporting Method


The quarterly report shall be submitted by AIFs online on the SEBI Intermediary Portal (SI Portal) as per the aforesaid revised format. The report shall be submitted within 15 calendar days from the end of each quarter. This method of reporting is expected to streamline the reporting process and ensure timely submission of reports.


Revised Reporting Timeline


To begin with and to carry out a trial run, quarterly report for the June 2023 quarter is submitted in the revised format by October 15, 2023, on the SI Portal. The report for the quarter ending September 30, 2023, shall be submitted in the revised format by November 15, 2023. From the quarter ending December 31, 2023, onwards, AIFs shall submit quarterly reports in the revised format within 15 days from the end of each quarter.


The SEBI circular also states that the reporting format shall be reviewed periodically by association/any AIF Standard Setting Forum in consultation with SEBI. In case of any revisions in the reporting format, the revised format shall be made available on websites of association/the AIF Standard Setting Forum at least 1 month prior to the end of the quarter.


Conclusion


In conclusion, the SEBI circular on regulatory reporting by AIFs provides AIFs with a revised reporting format that will enable uniform compliance standards, ease compliance reporting, and promote regulatory and developmental purposes. The revised reporting format, method, and timeline have been outlined in the circular, and AIFs are expected to comply with the reporting requirements as per the timeline mentioned.

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