IEPFA proposes simplified documentation for low-value unclaimed share and dividend claims
The Investor Education and Protection Fund Authority on 6 September 2025 proposed simplified documentation for low-value claims of up to ₹5 lakh (physical securities), ₹15 lakh (demat securities) and dividends up to ₹10,000.
Summary
The Investor Education and Protection Fund Authority (IEPFA), under the Ministry of Corporate Affairs, proposed on 6 September 2025 simplified documentation for low-value claims to improve ease of living for investors. A committee formed by IEPFA, with representatives from the MCA, IEPFA, SEBI, ICAI, ICMAI, ICSI, FICCI, PHDCCI, CII and the Registrar Association of India, recommended the reforms. Once adopted, the suggestions would apply to claims valued up to ₹5 lakh for physical securities, ₹15 lakh for demat securities, and dividends up to ₹10,000. The reforms aim to cut timelines, improve transparency and offer hassle-free service. IEPFA was established on 7 September 2016.
Key facts
- Proposed
- 6 Sep 2025
- Authority
- IEPFA, Ministry of Corporate Affairs (est. 7 Sep 2016)
- Thresholds
- Up to ₹5 lakh (physical), ₹15 lakh (demat), dividends up to ₹10,000
- Committee
- MCA, IEPFA, SEBI, ICAI, ICMAI, ICSI, FICCI, PHDCCI, CII, RAIN
- Aim
- Faster, transparent, hassle-free claims
Practice MCQs 3 questions
Under IEPFA's September 2025 proposal for simplified documentation, what is the claim value limit for demat securities?
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Correct answer: D — Up to ₹15 lakh
The proposals would apply to claims up to ₹5 lakh (physical securities), ₹15 lakh (demat securities) and dividends up to ₹10,000.
The Investor Education and Protection Fund Authority (IEPFA) functions under which ministry?
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Correct answer: B — Ministry of Corporate Affairs
IEPFA was established on 7 September 2016 under the Ministry of Corporate Affairs.
In which year was the Investor Education and Protection Fund Authority (IEPFA) established?
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Correct answer: C — 2016
IEPFA was established on 7 September 2016 under the Ministry of Corporate Affairs.