Before onboarding, a portfolio manager and the client will enter into a written agreement that clearly defines the relationship and sets out their mutual rights.
Sebi announces new rules for onboarding of clients by portfolio managers -- an explainer
livemint.com - 3 May 2024 16:26
Before onboarding, a portfolio manager and the client will enter into a written agreement that clearly defines the relationship and sets out their mutual rights.
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