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Testing of Software used in or related to Trading and Risk Management

CIRCULAR, CIR/MRD/DP/24/2013, dated 19.08.2013

To,
All Stock Exchanges

SEBI vide circular SEBI/MRD/Policy/SE/15864/2003 dated August 21, 2003 advised stock exchanges to obtain an undertaking in the form of an affidavit from the members of the stock exchange stating that the members as well as their sub-brokers are using only authorized software. In this regard, stock exchanges have provided testing facilities to their stock brokers / trading members to facilitate testing of the software.

2. Further, vide various circulars issued by SEBI on Internet Based Trading (IBT), Direct Market Access (DMA), Securities Trading using Wireless Technology (STWT), Smart Order Routing (SOR) and Algorithmic Trading (AT), stock exchanges have been directed to ensure that various requirements specified in such circulars, including requirements related to systems, operations, testing, etc., are implemented and the systems of stock broker / trading member facilitate orderly trading and integrity of the securities market.

3. Various incidents of malfunctioning of software used by market participants have been observed in Indian as well as foreign securities market in the recent past. Such incidents have emphasized the need for a stringent and thorough testing of software before its introduction in the securities market. This applies equally to any subsequent changes to the software used by the stock brokers / trading members.

4. SEBI has engaged in a consultative process with the stock exchanges, software vendors, system auditors and the Technical Advisory Committee (TAC) to streamline and strengthen the process of testing of software. Based on the recommendations of TAC, it has been decided that market participants shall follow the testing procedure specified hereinafter before deployment of the software.

5. For the purpose of the circular, the term ‘software’ shall mean electronic systems or applications used by stock brokers / trading members for connecting to the stock exchanges and for the purposes of trading and real-time risk management, including software used for IBT, DMA, STWT, SOR, AT, etc.
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