Some of the important steps include:

- Guidelines for dormant or inactive accounts
- Submission of contact and bank information is required.
- Requirement for nominations or choice to opt out
- Transmission standards that are simplified
- Centralised reporting for the death of investors

In partnership with KRAs (KYC Registration Agencies), SEBI now suggests integrating DigiLocker, a secure digital document wallet, to expedite identification and lower unclaimed assets.