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Glossary term

Portfolio Managers Regulations, 2020

These regulations govern entities that manage investment portfolios on behalf of clients, stipulating fit?and?proper criteria, minimum net worth, fee structures, conflict?of?interest policies, and disclosure obligations. They mandate guidelines on client agreements, portfolio diversification, risk management and grievance handling to ensure investor protection and professional standards in discretionary and non-discretionary portfolio management services.

All terms beginning with P

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