HomeCirculars › RBI/2010-11/438

FIMMDA Accreditation Mandatory for PDs' OTC Derivative Brokers

Current · Source: Reserve Bank of India · RBI/2010-11/438 · issued 18 Mar 2011 · ~1 min read
Quick answerStandalone Primary Dealers undertaking OTC interest rate derivative transactions through brokers must ensure those brokers are FIMMDA-accredited, partially modifying earlier guidelines that allowed transactions through members of BSE, NSE, or OTCEI.
The rule, in the simplest words
How it plays out — a real example

A treasury officer in Indore, working for a bank dealing with a Standalone Primary Dealer, verifies the FIMMDA accreditation of the broker handling the OTC interest rate derivative transaction to avoid settlement issues. This ensures the bank's operational risk is reduced and the transaction is completed smoothly.

What changed

Earlier, PDs could undertake securities or derivatives transactions among themselves or with clients through members of BSE, NSE, or OTCEI. Now, for OTC interest rate derivative transactions, if standalone PDs use brokers, they must ensure those brokers are FIMMDA-accredited.

What it means for you

This tightens counterparty standards for OTC derivative trades by standalone PDs, reducing operational risk. Banks dealing with PDs should verify broker accreditation to avoid settlement issues.

What you must do

Who it affects

Standalone Primary Dealers, Banks transacting OTC interest rate derivatives with PDs

❓ Common questions

Does this apply to all derivative transactions by PDs?

No, it specifically applies to OTC interest rate derivative transactions. Other securities or derivatives through exchange members remain as per earlier guidelines.

What if a PD uses a non-FIMMDA broker inadvertently?

The circular does not specify penalties, but non-compliance could lead to regulatory action. PDs should ensure strict adherence.

📜 Read the original circular — full text as issued by RBI
RBI/2010-11/438 IDMD.PDRD.No. 3961/03.64.00/2010-11 March 18, 2011 All Standalone Primary Dealers Dear Sir, FIMMDA accredited brokers for transactions in OTC Interest Rate Derivatives Market Please refer to para 8.1 of the circular RBI/2010-11/81 IDMD.PDRD.01/03.64.00/2010-11 dated July 1, 2010 on Operational Guidelines to Primary Dealers, whereby the Primary Dealers (PDs) are allowed to undertake securities or derivatives transactions among themselves or with clients through the members of the BSE, NSE or OTCEI. 2. In partial modification of the above guidelines, it is advised that if the standalone PDs undertake OTC interest rate derivative transactions through brokers, they should ensure that these brokers are accredited by the FIMMDA. Yours faithfully, (K. K. Vohra) Chief General Manager
Reproduced for reference with acknowledgment — Source: Reserve Bank of India · RBI/2010-11/438 · issued 18 Mar 2011. The plain-English explanation above is BankPulse’s own independent summary.
🧰 Tools — save, print, templates & related
Worked example & action-note template

Example: if you are a Compliance officer at a bank this circular applies to (Standalone Primary Dealers, Banks transacting OTC interest rate derivatives with PDs), your first concrete step on “FIMMDA Accreditation Mandatory for PDs' OTC Derivative Brokers” is: “Update internal policies to mandate FIMMDA accreditation for brokers handling OTC interest rate derivatives.” (RBI issued this 18 Mar 2011).

  1. Circular: RBI/2010-11/438 -- FIMMDA Accreditation Mandatory for PDs' OTC Derivative Brokers
  2. Issued: 18 Mar 2011
  3. Action required: Update internal policies to mandate FIMMDA accreditation for brokers handling OTC interest rate derivatives.
  4. Action required: Review existing broker agreements with standalone PDs to ensure compliance.
  5. Action required: Train dealing room staff on the new accreditation requirement.
  6. Action required: Include FIMMDA accreditation checks in pre-trade approval workflows.
  7. Owner: ____________ Target date: ____________
  8. Board/committee approval needed? Y / N
  9. Evidence filed in compliance register on: ____________
Built only from this circular’s own published fields — not legal advice; always confirm against the official RBI source.

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BankPulse Compliance Evidence Pack — generated 03 Aug 2026 · status cross-checked against RBI’s official withdrawal register (refreshed weekly).
Official RBI source: https://www.rbi.org.in/Scripts/NotificationUser.aspx?Id=6297&Mode=0 — Plain-English summary by BankPulse (bankpulse.ai), reviewed by our expert reviewer, CA Amit Jain. Independent platform, not affiliated with the Reserve Bank of India; is our own plain-English paraphrase, not RBI’s original wording.
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