BEFORE THE SECURITIES APPELLATE TRIBUNAL, MUMBAI

Appeal No.408/04

��� ������������������������������������������������������������������� Date of Hearing:4.5.2005

����������������������������������������������������������������������� Date of Decision :11.5.2005

 

In the matter of:

 

Appellants�� :JM Financial Asset Management Pvt. Ltd.

����������������������� ��� formerly known as JM Capital Management Pvt. Ltd.,

����������������������� ��� Mumbai

 

Respondent :Securities and Exchange Board of India, Mumbai

 

����������������������� Appellant by����� :S/Shri Shyam Divan, Abhijeet Marathe,

����������������������������������������������� ��������� Vijay Manjrekar, Nihir Kamdar and

����������������������������������������������� ��������� Ms. Madhavi Divan, Advocates

 

����������������������� Respondent by�� :Shri Dipan Merchant, Advocate

 

Coram:

����������� Justice Kumar Rajaratnam, Presiding Officer

�����������

�����������

Per:Justice Kumar Rajaratnam, Presiding Officer

 

 

����������� The appeal is taken up with consent of both the parties for final disposal.

 

2.�������� This appeal is against the order of the Adjudicating Officer dated 31st August 2004 under the Securities and Exchange Board of India (Procedure for Holding Enquiry and Imposing Penalty by Adjudicating Officer) Rules, 1995(the Enquiry Rules).

 

3.�������� The operative part of the impugned order reads as under:

�Taking into consideration the above and I in exercise of powers conferred under section 15 I read with section 15 e, 15HB and section 15 J of SEBI Act, I hereby impose a penalty of Rs. Five lakhs on the notices.The notice JMCM should pay the said amount to the SEBI within 45 days of this order.Any direction on notice JMMF to pay the said penalty amount will be detrimental to the unit holders of the scheme of JMMF.The penalty should therefore be paid by notice JMCM through a Pay Order or Demand Draft in favour of SEBI and the same should be forwarded to Shri Rajagopal Rao, DGM � IVD.�

 

 

4 .������� The appellant appealed to this Tribunal for stay of the impugned orders.This Tribunal, after hearing both the parties, had stated that �In the facts and circumstances since no violation of any Regulation has been pointed out by the respondent, it would be appropriate to stay the impugned order considering that this is a statutory appeal�.

 

5.�������� The brief facts of the case are that the appellant is an asset management company (AMC) of the JM Financial Mutual Fund(formerly known as JM Mutual Fund)(JMMF) and has been approved by SEBI under Regulation 21(2) of SEBI (Mutual Funds) Regulations, 1996.The role of the appellant is to manage and invest the monies of JMMF to achieve the objective of various schemes launched by JMMF in the best interest of the unit-holders.The appellant has stated that it has been awarded the CNBC India � BNP Paribas Mutual Fund Award 2000 as ranked by Standard and Poor as the Best Performing Mutual Fund House for a five year period.

 

6.�������� By letter dated 8th April 2003, SEBI informed the appellant, inter alia, that SEBI had received a letter from Reserve Bank of India (RBI) informing SEBI of certain transactions by JMMF in its SGL (Subsidiary General Ledger) account, the repetitive nature of which was strongly suggestive of pre-arrangement or prior structuring of the dates.The said letter also indicated that RBI was of the opinion that these transactions had benefited two unregistered intermediaries at the cost of Urban Co-operative Banks (UCBs.) and JMMF has interposed between the two for small gains.

 

7.�������� The appellant vide its letter dated 18th April 2003 replied to SEBI that in aggregate there were 211 trades in small trading lots with Samir Capital Services (SCS) and Tipsons Classic Finance (TCF) and the same were only miniscule part (Rs.189 crores) of its overall trade, which was in the order of Rs.16,000 crores during the relevant period.The said trades have been executed in the JM High Liquid Fund and the JM Short Term Fund, which were primarily cash and money market funds with low market risk exposure.The issues raised in the RBI�s letter and the position as stated by the appellant are furnished below:

�(a)RBI�s Observation:The UCB�s are not getting the best execution in the sense that the securities sold by them are resold at much higher rates immediately thereafter.

 

By dealing in this segment we had reasons to believe that the UCB�s were seriously considering to liquidate such holdings because of liquidity constraints and we were in fact providing them an exit and generating marginal returns for scheme.As a corollary, question of JM Mututal Fund not providing best execution to the UCB�s does not arise & we strongly deny any suggestion that we did so.

 

(b)RBI�s Observation:Either knowingly or unknowingly they appear to be at one end of a chain of �Structured Transactions� that is immensely profitable to the two intermediaries.

 

We had brought those old lot/illiquid securities from the UCB�s in our cash/money market funds which has been characteristics of low market risk exposure.These trades in the odd lot G-Sec were carried out to take advantage of the trading opportunity available in these securities rather than holding these securities for long-term.These were done purely to enhance the total return on the portfolio.As a general policy the schemes normally do not add illiquid/odd lot securities to its portfolio for holding on long-term basis.We were completely unaware of these activities of our counter parties or for that matter the second leg of the transaction was not known to us.Therefore, we strongly deny any association of JM Mutual Fund with any structured transaction.

 

RBI�s Observation:The trades are mostly in the less liquid GOI segment as also the State Development Loans.This may be deliberate as the market focus is usually not on such papers.

 

The odd lot segment of the G-Sec are predominantly less liquid.It is this very nature of this segment due to which the fund manager�s preference was not to hold these securities on long-term basis.As explained earlier, the fund managers had seen this segment as one of the opportunities for the schemes, and did a small part of our overall G-Sec trading in such securities.However, we deny that this decision was based on the lack of focus of market on such paper.

 

(d) RBI�s Observation:The transaction pattern and activity level of Senior Capital Services and Tipsons Classic Finance is not suggestive of an ordinary investor.

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As mentioned earlier, we were not having any information on the activities and intention of these two parties and therefore we are not in a position to comment upon, whether the above parties are ordinary investors or traders on odd-lot G-Sec Papers.�

 

 

8.�������� The appellant further stated that all investments of the funds were invariably made in accordance with investment policy and investment limits prescribed and approved by the trustees of JMMF.The effort of the fund managers of JMMF was directed towards insulating the investors from market risks.The trading in the illiquid G-Sec segment was about 1% of the total trading of JMMF during the relevant period.

 

9.�������� The appellant further submitted that JMMF executed the transactions with TCF and SCS in a wholly transparent manner, i.e. through SGL and sub-SGL accounts held by JMMF and TCF/SCS respectively.Under the regulations framed under the Act neither TCF nor SCS can in any manner be regarded as associates of JMMF nor can the dealings of JMMF with TCF and SCS can be considered as structure transactions.JMMF was not aware and had no means of finding out and were not concerned with the price at which TCF/SCS sold the G-Secs purchased from JMMF or the price at which they had purchased the G-Secs they sold to JMMF.

 

10.������ The appellant has also submitted that JMMF has obtained an AAA rating from CRISIL, which is mainly given to funds perceived to be well managed and fully protective of investor interest.

 

11.������ According to the appellant, it had kept the interest of unit-holders of JMMF paramount.This is evident from the fact that in respect of the transactions specified in investigation report, JMMF earned a profit of Rs.15,60,000/- with regard to trades in illiquid G-Sec segment.

 

12.������ The appellant also stated that �due diligence� means the standard of care and prudence usually exercised by persons of common or average care and prudence.The decision of the appellant to invest and trade in G-Sec was based upon a detailed study undertaken by the research team of JMMF and approved by the Chief Executive Officer entitled �Interest Rate Outlook� wherein the appellant weighed and considered trading in such securities by taking extremely safe risks.

 

13.������ The appellant also submitted that the transactions mentioned in the RBI letter were reported by the funds on the negotiated dealing system (NDS) and were cleared either through the Clearing Corporation of India (CCIL) and the settlement of every transaction was guaranteed by CCIL and consequently there was no settlement risk.The appellant, who is a seller of odd lots G-Secs using the NDS, was not in a position to ascertain or verify the price at which a counter party to the trade has sold the odd lot securities purchased from it.The NDS system only records the details of trades executed already over the telephone by traders in accordance with the prevalent G-Sec market structure.The seller of G Sec records the trade on the NDS and the purchaser confirms the same.After the purchaser makes the confirmation, the trade is settled through CCIL.The appellant had therefore no means of ascertaining the price at which a counter party further sold the G Sec securities bought from him.Further the illiquid G-Sec segment was largely an unstructured market and an unorganized segment and not a market as is understood in its common parlance.The prices in respect of illiquid odd lot G-Sec segment are not published and are not available to the market.

 

14.������ The appellant stated that in respect of the transactions executed between the appellant and TCF/SCS, JMMF made a profit of Rs.15,60,000/- during the relevant period, i.e. September 2002 to January 2003.

 

15.������ The appellant stated that the respondent�s view that TCF and SCS were associated with the appellant as the two entities had been purchasing substantial units in the schemes of the appellant is erroneous.The term �associate� is defined in regulation 2� of MF Regulations and includes a person -

�(i)����� who directly or indirectly, by himself, or in combination with relatives, exercises control over the asset management company or the trustee as the case may be, or

 

(ii)������ in respect of whom the asset management company or the trustee, directly or indirectly, by itself, or in combination with other persons exercises a control or

 

(iii)���� whose director, officer or employee is a director, officer or employee of the asset management company;�

 

 

The appellant submitted that, as mentioned in the above paragraph, the TCF and SCS could not, by any stretch of imagination, be considered in any manner to have been associates of JMMF.

 

16.������ The appellant also submitted that all the transactions between JMMF and TCF/SCS were at a principal to principal basis and at no point of time the appellant had acted as an agent of either the UCBs or TCF/SCS.

 

17.������ The appellant further submitted that not a single statement was recorded and relied upon by SEBI of the Officers of UCBs., which showed a direct nexus between the UCBs. and TCF/SCS.In the absence of any evidence and clear finding relating to this direct nexus, the question of holding that the appellant was interposed was unjustified.

 

18.������ The senior counsel for respondent submitted that the investigation had been conducted only on the basis of the letter received by it from Reserve Bank of India.

 

19.������ Reliance has also been placed by Mr. Divan on the judgment of Bombay High Court in SEBI vs. Cabot International Capital Corporation, (2004) 51 SCL 307 (BOM), for the proposition of law that there was no animus or willful negligence on the part of the appellant in disposing of the securities, which are the subject matter of enquiry.It cannot be denied that the decision was based on professional advice and it is the job of the trustees to exercise independent discretion as to when to exit and not to exit.It is possible in retrospect to say that a mutual fund could have made more profit if it had waited for some more time.It could equally be said that the mutual fund could have incurred a loss if it did not exit in time.It is always better to leave these matters to the trustees and the analysts unless, of course, there was lack of due diligence in exercise of independent professional judgment as set out in regulation 9 of the 1996 Regulation, which deals with the code of conduct.

 

20.������ On a perusal of the documents submitted to me, I do not find any nexus between the appellant and UCBs. & TCF/SCS.

21.������ In this connection, I reproduce below the observations of this Tribunal in appeal No.56/2003 in the case of Imperial Corporate Finance and Services Pvt. Ltd.:

�A Lead Manager is required to employ reasonable skill and care but he is not required to begin with suspicion and to proceed in a manner of trying to detect a fraud or lie unless such information excites his suspicion or ought to excite his suspicion as a professional man of reasonable competence.

 

����������� The Supreme Court with reference to disciplinary proceedings of the Bar Council of India and the State Bar council pronounced that disciplinary proceedings must be sustained by higher degree of proof than that required in a civil suit, yet falling short of the proof required to sustain a conviction in criminal prosecution.There should be convincing preponderance of evidence.

 

A reference was also made to the judgment of the Delhi High Court reported in AIR 1968 Delhi 283.The matter related to disciplinary proceedings against a chartered accountant under the Chartered Accountants act.The Delhi High Court made a reference to a judgment of the Privy Council reported in AIR 1930 PC 144.The Privy Council pronounced that as a broad principle charges of professional misconduct must be clearly proved and should not be inferred from mere ground for suspicion however reasonable or what may be a mere error of judgment or indiscretion.The Privy council further held that an enquiry in a serious case of professional misconduct should proceed on formulated charges not only in fairness to the person charged with professional misconduct but in order that the evidence may relevantly bear on the particular issue and the evidence should be carefully taken and judged according to the ordinary standard of proof.The Delhi High Court also relied on other pronouncements of court and came to the conclusion that there must be strong proof packed by evidence to hold a person guilty of misconduct as a Chartered accountant.No other pronouncement of any court has been brought to our notice on the definition of �due diligence� but it can be safely said that lack of due diligence should run from the facts of each case and ultimately there can be no hard and fast rule as to what constitutes lack of due diligence.It depends entirely on the facts of each case.We however hold that before any person is found to have violated the concept of �due diligence�, there must be an enquiry and the finding must be sustained by a higher degree of proof than that required in a civil suit, yet falling short of the proof required to sustain a conviction in a criminal prosecution.There must be convincing preponderance of evidence (see AIR 1984 SC 110).This we state because a Lead Manager, if found guilty of lack of due diligence, can suffer penal consequences, which could adversely affect his business.�

 

 

22.������ I took into account Regulation 9 of the Securities and Exchange Board of India (Mutual Funds) Regulations, 1996 � Code of Conduct � reads as under:

�9. Trustees and the asset management company shall render at all times high standard of service, exercise due diligence, ensure proper care and exercise independent professional judgment.�

 

 

23������� I also took into account the factors contained in section 15J of Securities and Exchange Board of India Act, 1992 concerning imposition of penalty, which are as under:

����������� (1) the amount of disproportionate gain;

����������� (2) the loss caused to the investor; and

����������� (3) repetitive nature of default.

 

24.������ Taking all the facts and circumstances of the case and the factors contained in section 15J of SEBI Act, 1992 into account, I do not find sufficient evidence to prove beyond reasonable doubt that the appellant has committed any irregularity to attract the penalty as imposed by the respondent, though the respondent has necessary authority.

 

25.������ In the facts and circumstances of the case, I set aside the impugned order.The appeal is disposed of accordingly.

 

 

26.������ No order as to costs.

����������������������������������������������������������������������������������� Sd/-

����������� ����������������������������������� ����������� Justice Kumar Rajaratnam

����������� ����������������������������������������������������������� Presiding Officer

�����������������������������������������������������������������������������������

 

 

Place: Mumbai

Date: 11th May 2005

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