Appendix 85

 

GUIDELINES FOR ISSUE OF SECURITIES BY COMPANIES AND THEIR LISTING ON OVER THE COUNTER EXCHANGE OF INDIA (OTCEI)

 

[F. No. 1/2/SE/ 89 dated 9‑5‑1991 issued by the Ministry of Finance, Department of Economic Affairs, Stock Exchange Division to the Over the Counter Exchange of India]

 

Please refer to your letters No. RR/CCI/25/91 dated 4‑3‑ 1991 and RR/CCI/65/91 dated 25‑3-1991, regarding guidelines for listing of companies on the Over the Counter Exchange of India (OTCEI).

 

2.         It has been decided by the Government that the issue of securities by companies and their listing on the OTCEI will be governed by the following guidelines:

 

(i)         the minimum issued equity share capital of a company for eligibility for listing on the OTCEI will be Rs. 30 lakhs, subject to a minimum public offer of equity shares worth Rs. 20 lakhs in face value;

 

(ii)        *[* * * *]

 

(iii)       companies with an issued equity capital of more than Rs. 300 lakhs seeking listing on the OTCEI will have to comply with the listing requirements and guidelines as are applicable to such companies for enlistment on other recognised Stock Exchanges;

 

(iv)       *[* * * *]

 

(v)        a company with an issued equity share capital of more than Rs. 10 crores will not be eligible for listing on the OTCEI;

 

(vi)       *[* * * *]

 

(vii)      a company which is listed on any other recognised Stock Exchange in India would not simultaneously be eligible for listing on the OTCEI;

 

(viii)      *[* * * *]

 

(ix)       *[* * * *]

 

            (x)        *[* * * *]

 

3.         The OTCEI shall make it clear to the companies, their shareholders and investors that tax concessions, if any, in respect of companies listed on it and investments in their shares will be as per the tax laws and/or the decisions of the Department of Revenue, Ministry of Finance. It is also clarified that the functioning and operations of the OTCEI shall be subject to the provisions of the Securities Contracts (Regulation) Act, 1956; the Companies Act, 1956; the Capital Issues (Control) Act, 1947 and other relevant laws which are applicable to the corporate sector and the investors.

 

4.         This letter issues in super session of this Ministry's letter of even number dated 18th February, 1991.

 

 

Listing norms for companies OTCEI‑Removing certain restrictions‑Guidelines for listing on the OTCEI related by SEBI

 

Press Release (Ref. No. PR 23/95) dated 6th May, 1995 Issued by the Secondary Market Department, SEBI

 

Securities and Exchange Board of India has decided to do away with the following restrictions in the existing Guidelines for listing of companies on the OTCEI:

 

(1)        Prohibition from listing on the OTCEI for companies engaged in investments, leasing, finance, hire purchase, amusement parks, etc.

 

(2)        Requirement of minimum public offer of 40% of the issued capital of Rs. 20 lakhs worth of shares in value whichever was higher, for companies with an issued equity capital of more than Rs. 30 lakhs but less than Rs. 3 crores.

 

(3)        Requirement that the companies covered under the MRTP Act/FERA are to be listed on the OTCEI only if they satisfy the guidelines for listing on other stock exchanges.

 

(4)        The requirements mentioned below, which have become redundant due to the abolition of the Office of the Controller of Capital Issues (CCI):

 

(i)         whenever securities are issued at a price above par, the premium will be determined by the CCI,

 

(ii)        a company shall not issue securities at par in case the securities are eligible to be issued at a premium under the guidelines issued by the CCI.

 

Listing Guidelines of OTCEI for Investment, Leasing, Finance and Hire Purchase Companies

 

Press Release, dated 7‑4‑1995

 

1.         Only companies with a post‑issue paid up share capital of Rs. 1 crore shall be eligible for listing on the OTCE.

 

2.         The company should have a track record for the post three years represented by continuous profitability.

 

3.         The sponsor in these scrips should at least hold 10 per cent of the public offer as market making inventory instead of 5 per cent as applicable to other OTCEI listed companies.

 

4.         The objective of the issue could also include seeking membership on stock exchanges including OTCEI. However, the company listed on OTCEI or its group/associate companies will not be permitted to make market in their own scrips.

 

5.         Debt equity ratio should be as per the Non‑Banking Finance Companies (Reserve Bank of India) Directions, 1977.

 

6.         The company seeking listing on OTC Must have been registered with Reserve Bank of India under the Non‑Banking Finance Companies (Reserve Bank) Directions under the category of equipment leasing companies, hire‑purchase companies, housing finance companies, investment companies or loan companies at least not less than two years prior to the date of applying for listing on OTCEI.

 

7.         The company seeking listing on OTCEI should obtain investment grade rating by a rating agency in cases where it has floated fixed deposits or debenture issues.

 

In respect of amusement park companies, the existing guidelines for OTCEI listed companies will continue to apply.

 

Revised guidelines effective from 22nd January, 1996 for Bought‑out

Deals on OTC Exchange of India

 

Press Release, dated 19th January, 1996, issued‑by the OTC Exchange of India

 

OTC Exchange of India has revised its guidelines for bought‑out deals. The revised guidelines are as under:-

 

1.         The offer of the bought‑out should be initially made to OTCEI Members and Dealers. If participation is not forthcoming, the same may be offered to the non‑OTCEI Members and Dealers. (This is only recommendatory).

 

2.         The Members and Dealers are free to decide the ratio in a Bought‑out Deal between OTCEI Members/Dealers and Non‑OTCEI Members/Dealers, subject to the condition that the Members and Dealers should participate in the bought‑out deal by taking up minimum 10 per cent of the total value of securities for which the bought‑out is done.

 

3.         The earlier requirement of the entire bought‑out (except the Market Making Inventory) to be offered to the public at the time of offer for sale is no longer required. However, the offer for sale will have to comply with the requirement of Rule 19‑2(B) of the Securities Contract (Regulation) Rules which requires offer of minimum 25 per cent of the post‑issue paid‑up capital to the public.

 

4.         The above norms shall be subject to review by OTCEI as and when required and subject to the SEBI guidelines and any amendments thereto.

 

5.         OTCEI reserves the right to stipulate conditions relating to restriction of transfer in respect of the shares covered under the sponsorship agreement.

 

These guidelines are effective from January 22, 1996 and will also be applicable to the bough/out deals which have been already registered with OTCEI as well as to the cases where the "offer for sale documents" have already been filed with SEBI.

 

CHAPTER XIV OF THE SEBI

 

GUIDELINES FOR OTCEI ISSUES

 

(Disclosure of Investor Protection Guidelines 2000)

 

14.0     Any company making an initial public offer of equity share or any other security convertible at a later date into equity shares and proposing to list them on the Over The Counter Exchange of India (OTCEI) shall comply with all the requirements specified in these guidelines:

 

14.1     Eligibility norms

 

14.1.1  Any company making an initial public offer of equity share or any other security convertible at a later date into equity shares and proposing to list them on the OTCEI, is exempted from the eligibility norms specified in Clause 2.2 of Chapter II of these guidelines subject to its fulfilling the following besides the listing criteria laid down by the OTCEL

 

(i)         it is sponsored by a member of the OTCEI and;

 

(ii)        has appointed at least two market makers (one compulsory and one additional market maker).

 

14.1.2  Any offer for sale of equity share or any other security convertible at a later date into equity shares resulting out of a Bought out Deal (BOD) registered with the OTCEI is exempted from the eligibility norms specified in Clause 2.2 of Chapter II of these guidelines subject to the fulfillment of the listing criteria laid down by the OTCEI.

 

Provided that the issuer company which has made issue of capital under Clauses 14.1.1 & 14.1.2 above, shall not delist its securities from OTCEI for a minimum period of three years from the date of admission to dealing of such securities on OTCEI.

 

14.2     Pricing Norms

 

14.2.1  Any offer for sale of equity share or any other security convertible at a later date into equity shares resulting out of a Bought out Deal (BOD) registered with OTCEI is exempted from the pricing nouns specified, in Clause 3.2 of Chapter III of these guidelines subject to the following conditions:

 

(i)         The promoters after such issue shall retain at least 20% of the total issued capital with the lock‑in of three years from the date of the allotment of securities in the proposed issue; and

 

(ii)        At least two market makers (One Compulsory and one additional market maker) are appointed in accordance with the Market Making guidelines stipulated by the OTCEL

 

14.3     Projections

 

14.3.1  In case of securities proposed to be listed on OTCEL for the purpose of Clause (6.12.1) of Chapter VI of these guidelines, projections based on the appraisal done by the sponsor who undertakes to do market making activity in the securities offered in the proposed issue can be included in the offer document subject to compliance with other conditions contained in the said clause.