Portfolio manager registration: detailed application, disclosure and certification requirements govern eligibility, documentation and ongoing compliance.

Portfolio manager registration (Form A) mandates a complete application with organisational, personnel, infrastructural, business plan and financial details, client and portfolio particulars, and declarations signed by authorised directors; supporting documents and certifications must be furnished. Registration is effected by a certificate (Form B) valid until suspended or cancelled, and the manager must certify via Form C that the Disclosure Document complies with regulations and is independently certified by a chartered accountant.

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