SCHEDULE B OF IPEF

Claim Form for Reimbursement of Expenses for Conducting Workshop under the Aegis of SEBI Investor Protection and Education Fund

M/s. _______________________________ an Investors’ Association recognized by SEBI/ an NGO/any other group working in the area of financial literacy/ investor education, has incurred an expenditure of Rs. _________ (Rupees ______________ _____________), as detailed below, in connection with organising a workshop under the aegis of the SEBI IPEF, which may please be reimbursed as per the criteria. The workshop was held at _________(place) on _______(date) from____hrs. to ___hrs. and was attended by _______­(no. of) investors.

 

Sr.

Items to be Reimbursed

Amount (Rs.)

1.      

Hiring of premises where Workshop was held

                                               

 

2.      

Invitation Cost

 

 

3.      

Banner & related venue charges

 

 

4.      

Refreshments provided during the Workshop

 

 

5.      

Travel, Lodging & Boarding (details with regard to travel, lodging & Boarding)

 

 

6.      

Honorarium/conveyance for outside speakers

 

 

7.      

Photography costs

 

 

 

 

 

T O T A L

 

 

 

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(Name & Signature of the office bearer of the applicant) 

Place & Date:

Seal of the Applicant

 

No. of Original Bills Enclosed:

 

The aforesaid claim is verified and found in order

 

 

(Name & Signature of the auditor, date and place)

(Seal of the Audit firm)


Claim Form for Reimbursement of Expenses from the SEBI IPEF by Recognized Investors' Association for Capital Items

M/s ____________________________________, (                      city), an Investors’ Association recognized by SEBI till ____/______/____has incurred an expenditure of Rs. ___________ (Rupees ___________________________________), as detailed below, in connection with infrastructure facilities at their office at (________________________________________) (address), which may please be reimbursed from the SEBI IPEF.

Sr.

Items

Amount (Rs.)

1.    

Computer

 

 

Monitor

 

 

CPU

 

 

Software

 

2.    

Printer

 

3.    

Installing of internet facilities /website development

 

4.    

Data base on companies (Details enclosed)

 

5.    

Fax machine

 

6.    

Xerox machine

 

7.    

Tables, Chairs, Cupboards (Strike out whichever not applicable)

 

8.    

Laptop

 

9.    

Video Projector

 

 

Total

 

Certified that the each item carries a sign – “Funded by the SEBI IPEF”

 

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(Signature of the office bearer of the Inv. Assn) 

Name:

Place & Date:

Seal of the Inv. Assn.

No. of Original Bills Enclosed:

 

Certified that all the above is in order and in accordance with the SEBI guidelines

 

(Signature of the official, date and place of the auditor)

(Seal of the auditor firm which audits the annual accounts of the aforesaid Inv. Assn)


ESTIMATE of Expenses by Recognized Investors' Association for Capital Items

­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­

M/s ____________________________________, (                      city), an Investors’ Association recognized by SEBI from____/______/____ to ____/______/____ has planned an expenditure of Rs. ___________ (Rupees ___________________________________), as detailed below, in connection with infrastructure facilities at their office at (________________________________________) (address), which may please be approved.

 

Sr

Items

Amount (Rs)

1.  

Computer

 

 

Monitor

 

 

CPU

 

 

Software

 

2.  

Printer

 

3.  

Installing of internet facilities /website development

 

4.  

Data base on companies (Details enclosed)

 

5.  

Fax machine

 

6.  

Xerox machine

 

7.  

Tables, Chairs, Cupboards (Strike out whichever not applicable)

 

8.  

Laptop

 

9.  

Video Projector

 

 

Total

 

 

Certified that the above purchases and estimates have been approved by the Governing Board/Management Committee in its meeting held on __________________

Concerned extract of the minutes of the meeting ______________________________________________________________________________

 

 

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(Signature of the office bearer of the Inv. Assn) 

 

Name :

Place & Date  :

Seal of the Inv Assn.