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Schedule FA A3 csv Example

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Peeyush Biswas

Proprietor

21 Points Posted on 04 August 2025

The portal gives a template, but no example of the entries.


"Country/Region name","Country Name and Code","Name of entity","Address of entity","ZIP Code","Nature of entity","Date of acquiring the interest","Initial value of the investment","Peak value of investment during the Period","Closing balance","Total gross amount paid/credited with respect to the holding during the period","Total gross proceeds from sale or redemption of investment during the period"

Any sample/example entry? Specially, "Country/Region name","Country Name and Code" for these two. "US","2 - United States"?

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Rama chary Rachakonda

Master in Accounts & high court Advocate

7021 Points Posted on 05 August 2025

You can be determined by referring to standard country code conventions.

The "Country Name and Code" field typically follows the ISO 3166-1 standard, which assigns a unique two-letter or three-letter code to each country. For Example, "US' is the two -letter code for the United States, and "USA" is the three-letter code. The format"2-United States" is not standard:; however, it seems to be referring to using the two-letter code"US" followed by the country name "United States".

A more appropriate example would be to use the ISO 3166-1 alpha-2 code, such as "US" for the United States, or the ISO 3166-1 alpha -3 code, "USA". Therefore, a correct entry could be "United States", "US" or "United States", "USA".

For India, the corresponding entries would be "India", 'IN" or "India", "IND".