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Core Purpose

Notification by the Department of Economic Affairs (Budget Division), Ministry of Finance, announcing the auction for re-issue sale of four Government Securities and prescribing the applicable terms, conditions and non-competitive bidding scheme.

Detailed Summary

The Ministry of Finance, Department of Economic Affairs (Budget Division), issued notification F.No.4(3)-B(W&M)/2023 dated 28 August 2023, notifying the sale (re-issue) of four Government Securities: 6.99% GS 2026 (original issue 17 Apr 2023, maturity 17 Apr 2026, notified amount Rs.8,000 crore, uniform price method), 7.17% GS 2030 (original issue 17 Apr 2023, maturity 17 Apr 2030, Rs.7,000 crore, uniform price), 7.18% GS 2037 (original issue 24 July 2023, maturity 24 July 2037, Rs.12,000 crore, uniform price), and 7.25% GS 2063 (original issue 12 June 2023, maturity 12 June 2063, Rs.12,000 crore, multiple price method), with the Government of India retaining an option to accept additional subscription of up to Rs.2,000 crore per security. Sales are governed by General Notification F.No.4(2)-W&M/2018 dated March 27, 2018, and securities will be sold through the Reserve Bank of India, Mumbai Office, Fort, Mumbai-400 001. Up to 5% of the notified amount of each sale is reserved for non-competitive bidding by eligible individuals and institutions under the annexed Scheme for Non-Competitive Bidding Facility. The auction is scheduled for September 01, 2023 via the RBI's electronic (E-Kuber) platform, with non-competitive bids submitted between 10:30 a.m. and 11:00 a.m. and competitive bids between 10:30 a.m. and 11:30 a.m.; the securities are eligible for "When Issued" trading. Auction results will be placed on the RBI website on September 01, 2023, with payment by successful bidders due September 04, 2023 (the re-issue date), inclusive of accrued interest from the original issue/last coupon date up to September 03, 2023. Interest accrues at the respective coupon rates (6.99%, 7.17%, 7.18%, 7.25%) and is paid half-yearly on specified dates (Oct 17/Apr 17 for the 2026 and 2030 securities; Jan 24/Jul 24 for the 2037 security; Dec 12/Jun 12 for the 2063 security). The notification, issued by order of the President of India, is signed by Ashish Vachhani, Additional Secretary. The annexed Scheme for Non-Competitive Bidding Facility defines retail investors, Aggregators/Facilitators (Scheduled Banks, Primary Dealers, or SEBI-recognised Specified Stock Exchanges holding a No Objection Certificate from SEBI), and Eligible Provident Funds governed by the Provident Funds Act, 1925; sets a minimum bid of Rs.10,000 (face value) in multiples thereof, a maximum single non-competitive bid of Rupees Two crore (face value) per security per auction for retail investors, and caps Aggregator/Facilitator commission at six paise per Rs.100.

Full Text

EXTRAORDINARY PART I —Section 1 PUBLISHED BY AUTHORITY No. 207] NEW DEL HI, MON DAY, AUGUST 28, 2023/BHADRA 6, 194 5 CG-DL-E-28082023-248384 MINISTRY OF FINANCE (Department of Economic Affairs ) (BUDGET DIVISION ) NOTIFICATION New Delhi, the 28th August , 2023 Auction for Sale (re -issue) of Government Security (GS) F.No.4(3) -B(W&M)/202 3.—Government of India (GoI) hereby notifies sale ( re-issue ) of the following Government Securities GoI will have the option to retain additional subscription up to ₹ 2,000 crore against each security mentioned above. The sale will be subject to the terms and conditions spelt out in this notification (called ‘Specific Notification’). The Securiti es will be sold through Reserve Bank of India, Mumbai Office, Fort, Mumbai - 400 001 as per the terms and conditions specified in the General Notification F.No.4(2) –W&M/2018, dated March 27, 2018 issued by Government of India. Name of the Security Date of Original Issue Tenure (yy-mm-dd) Date of Maturity Base Method Notified Amount (in ₹ Crore) 6.99% GS 2026 Apr 17, 20 23 03-00-00 Apr 17, 2026 Price Uniform 8,000 7.17% GS 20 30 Apr 17, 2023 07-00-00 Apr 17, 2030 Price Uniform 7,000 7.18% GS 203 7 July 24, 2023 14-00-00 July 24, 2037 Price Uniform 12,000 7.25% GS 206 3 June 12, 202 3 40-00-00 June 12 , 2063 Price Multiple 12,000 Allotment to Non-competitive B idders 2. The Government Security up to 5% of the notified amount of the sale will be allotted to eligible individuals and institutions as per the enclosed Scheme for Non -competitive Bidding Facility in the Auctions of Government Securitie s (Annex ). Place and date o f auction 3. The auction will be conducted by Reserve Bank of India, Mumbai Office, Fort, Mumbai -400 001 on September 01, 2023 . Bids for the auction should be submitted in electronic format on the Reserve Bank of India Core Bank ing Solution (E -Kuber) syste m on September 01, 2023 . The non -competitive bids should be submitted between 10:30 a.m. and 11 :00 a.m. and the competitive bids should be submitted between 10:30 a.m. and 11 :30 a.m. When Issued Trading 4. The Securities will be eligible for “Whe n Issued” trading in accordance with the guidelines issued by the Reserve Bank of India. Date of issue and payment for the security 5. The result of the auction shall be placed by the Reserve Bank of India on its websit e (www.rbi.org.in) on September 01, 2023.The pa yment by successful bidders will be on September 04, 2023 i.e. the date of re-issue . The payment for the securities will include accrued interest on the nominal value of the Securities allotted in the auction from the date of original issue / las t coupon p ayment date to the date upto which accrued interest is due as mentioned in the table in para 6. Payment of Interest and Re -payment of security 6. Interest will accrue on the nominal value of the Securities from the date of original issue / last c oupon paym ent and will be paid half yearly . The Securities will be repaid at par on date of maturity. Name of the Security Coupon rate (%) Date of Last Coupon payment Date up to which accrued interest is due Date of Coupon payments (month / date) 6.99% GS 2026 6.99 New Security Sep 03, 2023 Oct 17 and Apr 17 7.17% GS 20 30 7.17 New Security Sep 03, 2023 Oct 17 and Apr 17 7.18% GS 203 7 7.18 New Security Sep 03, 2023 Jan 24 and Jul 24 7.25% GS 206 3 7.25 New Security Sep 03, 2023 Dec 12 and Jun 12 By Order of the President of India ASHISH VACHHANI , Addl. Secy. Annex Scheme for Non -competitive Bidding Facility in the Auction of Government of India Dated Securities and Treasury Bills I. Scope : With a view to encouraging wider participation and r etail holding of Go vernment securities, retail investors are allowed participation on “non -competitive” basis in select auctions of dated Government of India (GoI) securities and Treasury Bills. II. Defini tions : For the purpose of this scheme, the terms shall bear the meaning a ssigned to them as under: a. Retail investor is any person, including individuals, firms, companies, corporate bodies, institutions, provident funds, trusts, and any other entity as may be prescribed by RBI. b. ‘Aggregator/Facilitator’ means a Scheduled Bank or Primary Dealer or Specified Stock Exchange or any other entity approved by RBI, permitted to aggregate the bids received from the investors and submit a single bid in the non -competit ive segment of the primary auction. c. ‘Specified stock e xchange’ means SEBI recognized Stock Exchange, which have received No Objection Certificate (NOC) from SEBI to act as aggregator/facilitator in the primary auction segment. d. ‘Eligible Provident Funds’ ar e those non -government provident funds governed by the Provident Funds Act, 1925 whose investment pattern is decided by the Government of India. III. Eligibility : a. Participation on a non -competitive basis in the auctions will be open to a retail investor who: i. Does not maintain current account (CA) or subsidiary G eneral Ledger (SGL ) account with the Reserve Bank of India; and ii. Submits the bid indirectly through an Aggregator/Facilitator permitted under the scheme; or iii. Maintains the ‘Retail Direct Gilt Account’ (RDG Account) with RBI Exceptions : a. Regional Rural Banks ( RRBs) and Cooperat ive Banks: i. Regional Rural Banks (RRBs) and Cooperative Banks shall be covered under this Scheme only in the auctions of dated securities in view of their statutory obligations. ii. Since these banks maintain SGL account and current account wi th the Reserve Ban k of India, they shall be eligible to submit their non -competitive bid s directly. b. State Governments, eligible provident funds and Others: i. State Governments, eligible provident funds in India, the Nepal Rashtra Bank, Royal Monetary Authori ty of Bhutan and a ny Person or Institution, specified by the Bank, with the approval of Government, shall be covered under this scheme only in the auctions of Treasury Bills. ii. These bids will be outside the notified amount. iii. There will not be any restriction on the maximum am ount of bid for these entities. IV. Quantum : Allocation of non -competitiv e bids from retail investors will be restricted to a maximum of five percent of the aggregate nominal amount of the issue within the notified amount as specified by the Government of Indi a, or any other percentage determined by Reserve Bank of India. V. Amount of Bid : a. The minimum amount for bidding will be ₹10,000 (face value) and therefore in multiples in ₹10,000 as hitherto. b. In the auctions of GoI dated securities, the re tail investors can make a single bid for an amount not more than Rupees Two crore (face value) per security per auction. VI. Other Operational Guidelines : a. The retail investor desirous of participating in the auction under the Scheme would be required to maintain a deposito ry account with any of the depositories or a gilt accoun5 under the constituent subsidiary general ledger (CSGL) account of Aggregator/Facilitator or ‘Retail Direct Gilt Account’ (RDG Account) with RBI. b. Under the Scheme, an investor can m ake only a single bid in an auction. An undertaking to the effect that the inves tor is making only a single bid will have to obtained and kept on record by the Aggregator/Facilitator. Submission of Bids: c. Each Aggregator/Facilitator on the basis of firm ord ers received from their constituents with submit a single consolidated non -comp etitive bid on behalf of all its constituents in electronic format on the Reserve Bank of India Core Banking Solution (E -Kuber) system. Except in extraordinary circumstances such as general failu re of the Reserve Bank of India Core Banking Solution (E -Kube r) system, non - competitive bid in physical form will not be accepted. Allotment of Bids: d. Allotment under the non -competitive segment to the Agg regator/Facilitator will be at the weighted average rate of yield/price that will emerge in the auction on the basis of the competitive bidding. The securities will be issued to the Aggregator/Facilitator against payment on the date of issue irrespective of whether they have received payme nt from their clie nts. e. In case the aggregate amount of bid is more than the reserved amount (5% of notified amount), pro rata allotment would be made. In case of partial allotments, it will be the responsibility of the Aggregator/Facilitator to appropriate ly allocate securi ties to their clients in a transparent manner. f. In case the aggregate amount of bids is less than the reserved amount, the shortfall will be taken to competitive portion. Issue of Security: g. Security would be issued only in SGL form by RBI. The Aggregator/Fa cilitator has to clearly indicate at the time o f tendering the non -competitive bids the amounts (face value) to be credited to their main SGL or CSGL account. h. Delivery in physical form from the Main SGL account is permissible at the insta nce of the investo r subsequently. i. It will be the responsibility of the Aggregator/Facilitator to pass on the securities to their clients. Except in extraordinary circumstances, the transfer of securities to the client should b completed within five working days from the dat e of issue. Commission/Brokerage charged to Clients: j. The Aggregator/Facilitator can recover up to six paise per ` 100 as brokerage/commission/service charges for rendering this service to their clients. Such costs may be built into the sa le price or recove red separately from the clients. k. In case, t he securities are transferred subsequent to the issue date of the security, the consideration amount payable by the client to the Aggregator/Facilitator will include accrued interest from the dat e of issue. l. Modali ties for obtaining payment from clients to wards cost of the securities, accrued interest, wherever applicable, and brokerage/commission/service charges may be worked out by the Aggregator/Facilitator as per agreement with the client. m. It may be noted that n o other costs, such as funding costs, sho uld be built into the price or recovered from the client. VII. Reporting Requirements : Aggregators/Facilitators will be required to furnish information relating to operations under the Scheme to the Reserve Bank of India (Bank) as may be called for from time to time within the time frame prescribed by the Bank. VIII. The aforesaid guidelines are subject to review by the Bank and accordingly, if and when considered necessary, the Scheme will be modified. Uploaded by Dte. of Printing at Government of India Press, Ring Road, Mayapuri, New Delhi -110064 and Published by the Controller of Publications, Delhi -110054.

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