Current · Source: Reserve Bank of India · RBI/2013-14/168 · issued 31 Jul 2013 · ~1 min read
Quick answerRBI has revised formats for PD returns (PDR I, II, IV) effective from July 31, 2013, ahead of a web-based reporting platform. Primary Dealers must use the new formats immediately.
The rule, in the simplest words
Start using the new templates for PDR I, PDR II and PDR IV (the forms primary dealers send to RBI) right away.
The new templates must be used for any report that covers the period ending July 31, 2013.
Using the new formats reduces manual mistakes and gets everyone ready for the soon‑to‑come web‑based reporting system.
Train the reporting team on the revised templates so every return is filed correctly.
How it plays out — a real example
Ramesh, a primary‑dealer reporting officer in Mumbai, downloads the revised PDR‑II template on August 1, 2013, fills it with the July‑31‑2013 data, and submits it, ensuring his firm complies with RBI and is prepared for the upcoming online reporting portal.
What changed
RBI revised the formats of PD returns PDR I, II, and IV, referencing the Master Circular on Operational Guidelines. The new formats are effective from the period ending July 31, 2013, and align with upcoming web-based reporting.
What it means for you
Primary Dealers must adopt the revised return formats immediately to stay compliant. This change streamlines reporting and prepares for a digital platform, reducing manual errors and improving data consistency.
What you must do
Download and implement the revised formats for PDR I, II, and IV immediately.
Ensure all returns for periods ending July 31, 2013, use the new formats.
Train reporting teams on the revised templates to avoid submission errors.
Prepare for the upcoming web-based reporting platform by reviewing internal processes.
Who it affects
All Primary Dealers, Compliance and reporting teams at PDs, RBI's Financial Markets Department
❓ Common questions
Regulatory timeline
Stated effective dateeffective from July 31, 2013
Decoded by BankPulse2026-06-18 13:38 IST
Built from our lineage records — each fact carries its provenance; missing history simply is not shown (never guessed).
Which PD returns are revised?
The revised formats apply to PDR I, II, and IV, as per RBI's notification.
When do the new formats take effect?
They are effective from the period ending July 31, 2013.
Why is RBI revising these returns?
To align with regulatory needs and prepare for a web-based reporting platform.
📜 Read the original circular — full text as issued by RBI
RBI/2013-14/168
IDMD.PDRD.No. 346 / 10.02.23 / 2013-14
July 31, 2013
All the Primary Dealers
Dear Sir/Madam,
Revised PD Returns for Primary Dealers
A reference is invited to para 3.8 of RBI’s Master Circular IDMD.PDRD.01/03.64.00/2013-14 dated July 01, 2013 on Operational Guidelines to Primary Dealers regarding reporting requirements of various regulatory returns submitted at periodic intervals to RBI.
2. In line with the requirements of regulatory environment and proposed introduction of web based reporting platform shortly, it has been decided to revise the format of PD returns ( PDR I, II and IV ) submitted to RBI. Returns in revised format (attached) will become effective from the period ending July 31, 2013.
Yours faithfully
(KK Vohra)
Principal Chief General Manager
Reproduced for reference with acknowledgment — Source: Reserve Bank of India · RBI/2013-14/168 · issued 31 Jul 2013. The plain-English explanation above is BankPulse’s own independent summary.
Example: if you are a Compliance officer at a bank this circular applies to (All Primary Dealers, Compliance and reporting teams at PDs, RBI's Financial Markets Department), your first concrete step on “Revised PD Returns for Primary Dealers” is: “Download and implement the revised formats for PDR I, II, and IV immediately.” (RBI issued this 31 Jul 2013).
Circular: RBI/2013-14/168 -- Revised PD Returns for Primary Dealers
Issued: 31 Jul 2013
Action required: Download and implement the revised formats for PDR I, II, and IV immediately.
Action required: Ensure all returns for periods ending July 31, 2013, use the new formats.
Action required: Train reporting teams on the revised templates to avoid submission errors.
Action required: Prepare for the upcoming web-based reporting platform by reviewing internal processes.
Owner: ____________ Target date: ____________
Board/committee approval needed? Y / N
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.
💬 Banker Discussion
Discuss this circular with fellow bankers — reply, upvote what helps, report what doesn’t belong. Be professional; no client data. Views are the commenter’s own, not BankPulse’s.
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=8283&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.
Help us keep this accurate
Found an inaccuracy or have an improvement? Tell us. Every report is reviewed by our team before any change is made — nothing goes live unverified.
Public beta — plain-English informational summaries. Always verify against the official RBI source (circular number cited on every page) before making compliance, credit, treasury, audit, or operational decisions. · Join our WhatsApp channel ↗
BANKPULSE · FREE DAILY BRIEF
Get RBI updates for your role
Every important RBI update, decoded in plain English — for your career, exams & financial awareness.
We collect only your email, name and role, used solely to send your brief — never sold or shared. Withdraw anytime via the unsubscribe link in any email. Independent platform, not affiliated with the RBI. Information, not legal advice.
REPORT AN ERROR · BETA
Spotted an error? Earn 500 BankPulse Credits
Help us stay accurate. If your correction is verified true and approved by our founder, you earn 500 BankPulse Credits — redeemable when the platform monetises.
Reviewed by a human before any credit is awarded. We never change the site from crowd input without verification.
WANT A NEW FEATURE · BETA
What would make BankPulse more useful for you?
Tell us what to build next — a tool, a data view, a role page, anything. We read every suggestion.
Thank you — your ideas directly shape what we build.