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| Section | Objectives |
|---|
| Topic 1: Risk Management | - Risk management in a securities broking firm
- 1. Compliance and control measures
- 2. Identifying and mitigating risks
|
| Topic 2: Regulatory Framework | - Role of the Securities and Exchange Board of India (SEBI)
- 1. Investor protection
- 2. Regulatory oversight
|
| Topic 3: Securities Broking Operations | - Front Office, Middle Office and Back Office functions in a Securities Broking Firm
- 1. Settlement processing
- 2. Risk management
- 3. Trade execution
|
| Topic 4: Investor Grievance Redressal | - Process of investor grievances redressal
- 1. Regulatory requirements
- 2. Procedures for handling complaints
|
| Topic 5: Indian Securities Market | - Overview of the Indian securities market
- 1. Various market participants and their roles
- 2. Different products traded
|
| Topic 6: Trade Life Cycle | - Steps and participants involved in the trade life cycle
- 1. Clearing and settlement process
- 2. Role of the back office in a securities broking firm
|
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NISM Series VII - Securities Operations and Risk Management Certification Sample Questions (Q197-Q202):
NEW QUESTION # 197
While most delivery shortages in compulsory rolling settlements are handled via auction, certain cases result in a direct close-out. For which of the following scenarios is the auction mechanism NOT conducted, and the trade is directly closed out?
- A. Shortages where the quantity is less than 500 shares.
- B. Shortages arising from institutional trades where the custodian has rejected the trade.
- C. Shortages in securities that are under 'Trade for Trade' category or currently under corporate action.
- D. Shortages caused by a technical glitch in the broker's back-office software.
- E. Shortages in A-Group liquid securities with high trading volume.
Answer: C
Explanation:
In certain delivery shortages, the clearing corporation directly does the close-out without conducting an auction. Examples include 'Securities under trade for trade category, securities under corporate action, trades done on block deal window', etc.
NEW QUESTION # 198
Which of the following statements accurately describe the operational mechanisms and participants of the Indian Money Market segments? (Select all that apply)
- A. All India Financial Institutions can issue Certificates of Deposit (CDs) for a period not exceeding 1 year.
- B. Repo transactions against Government Securities are traded/reported on the Clearcorp Repo Order Matching System (CROMS).
- C. Call money market transactions are restricted to Scheduled Commercial Banks (SCBs) and Primary Dealers (PDs).
- D. Treasury Bills (T-bills) are zero coupon securities issued at a discount and traded on the NDS-OM platform.
- E. Notice Money transactions refer to borrowing for a period specifically between 15 days and 1 year.
Answer: B,C,D
Explanation:
Statement A is correct as the call money market is restricted to SCBs and PDs. Statement C is correct as Repo transactions against G-secs are traded/reported on CROMS. Statement E is correct as T-bills are zero coupon securities traded on NDS-OM. Statement B is incorrect because Notice Money is for up to 14 days, whereas 15 days to 1 year is Term Money. Statement D is incorrect because All India Financial Institutions can issue CDs for a period not less than 1 year and not exceeding 3 years.
NEW QUESTION # 199
In the context of the SEBI Complaints Redress System (SCORES), certain types of complaints are explicitly excluded from its purview Which of the following scenarios represents a complaint that is NOT dealt with through SCORES?
- A. Complaint regarding unauthorized trading by a registered stock broker
- B. Complaint regarding discrepancy in the demat account holding statement
- C. Complaint regarding non-receipt of refund in an Initial Public Offer (IPO)
- D. Complaint against a company where a moratorium order is passed in insolvency proceedings
- E. Complaint regarding non-receipt of dividend from a listed company
Answer: D
Explanation:
Complaints against a sick company or a company where a moratorium order is passed in winding up / insolvency proceedings are not dealt through SCORES. The other options represent valid grievances against active intermediaries or listed companies.
NEW QUESTION # 200
In the case of a declaration of 'extra-ordinary' dividend by a company, how is the adjustment applied to the Futures contracts on that stock?
- A. No adjustment is made to futures contracts; adjustments are applicable only to option strike prices.
- B. The futures contract is compulsorily closed out and a new contract is introduced at the ex-dividend price.
- C. The market lot of the futures contract is increased in proportion to the dividend yield.
- D. All open positions shall be carried forward at the daily settlement price less the dividend amount.
- E. The total dividend amount is added to the Daily Settlement Price.
Answer: D
Explanation:
For extra-ordinary dividends, the regulation states that 'All open positions shall be carried forward at the daily settlement price less dividend amount for the respective futures contract.'
NEW QUESTION # 201
To provide depository services to investors, a stock broker or trading member must register as a Depository Participant (DP). Under which specific legislative framework is this registration mandated and governed?
- A. The SEBI Act, 1992 and the Depositories Act, 1996
- B. The Companies Act, 2013 and the Banking Regulation Act, 1949
- C. The Information Technology Act, 2000 and the Indian Contract Act, 1872
- D. The Securities Contracts (Regulation) Act, 1956 and the RBI Act, 1934
- E. The Prevention of Money Laundering Act, 2002 and SEBI (Intermediaries) Regulations, 2008
Answer: A
Explanation:
To provide depository services, the broker or the trading member has to get registered as a depository participant of a depository as per the SEBI Act 1992 and the Depositories Act of 1996.
NEW QUESTION # 202
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