This document provides standardized forms (ISR-1, ISR-2, ISR-3, SH-13, SH-14) for investors holding securities in physical form to update their KYC details, PAN, and nomination status. It outlines the mandatory requirements for furnishing PAN, address proof, bank details, and contact information to Registrars and Transfer Agents (RTAs). The circular clarifies procedures for in-person verification, submission modes, and handling of objections or discrepancies. It also includes specific forms for opting out of nomination or varying existing nominations in compliance with SEBI regulations. These forms are essential for ensuring compliance with simplified norms for investor service requests.

This document provides standardized forms (ISR-1, ISR-2, ISR-3, SH-13, SH-14) for investors holding securities in physical form to update their KYC details, PAN, and nomination status. It outlines the mandatory requirements for furnishing PAN, address proof, bank details, and contact information to Registrars and Transfer Agents (RTAs). The circular clarifies procedures for in-person verification, submission modes, and handling of objections or discrepancies. It also includes specific forms for opting out of nomination or varying existing nominations in compliance with SEBI regulations. These forms are essential for ensuring compliance with simplified norms for investor service requests.