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        SEBI

        Regulation 21 - Reports to be furnished to the client

        Securities and Exchange Board of India (Portfolio Managers) Regulations, 1993
        Chapter III
        GENERAL OBLIGATIONS AND RESPONSIBILITIES

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        Portfolio manager reporting obligations must provide periodic portfolio reports and settle accounts on termination with client access provisions. Regulation 21 requires the portfolio manager to furnish periodic reports to the client, not exceeding six months and on client request, detailing portfolio composition and value (including securities and goods, units, cash balance), transactions with dates, beneficial receipts, management expenses, and identified risks; permits restricted-access web delivery; limits furnished documents to those relating to portfolio management under the agreement; mandates a detailed statement of accounts and settlement on contract termination; and affirms the client's right to obtain portfolio details from the portfolio manager.
                      Cases where this provision is explicitly mentioned in the judgment/order text; may not be exhaustive. To view the complete list of cases mentioning this section, Click here.
                        Provisions expressly mentioned in the judgment/order text.

                            Portfolio manager reporting obligations must provide periodic portfolio reports and settle accounts on termination with client access provisions.

                            Regulation 21 requires the portfolio manager to furnish periodic reports to the client, not exceeding six months and on client request, detailing portfolio composition and value (including securities and goods, units, cash balance), transactions with dates, beneficial receipts, management expenses, and identified risks; permits restricted-access web delivery; limits furnished documents to those relating to portfolio management under the agreement; mandates a detailed statement of accounts and settlement on contract termination; and affirms the client's right to obtain portfolio details from the portfolio manager.


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