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of <h1>Portfolio Manager-Client Agreement: Key Elements Under SEBI Regulations 2020 Include Services, Fees, Risks, and Dispute Resolution.</h1> The agreement between a portfolio manager and clients, as per SEBI (Portfolio Managers) Regulations, 2020, includes several key elements. These include the appointment and scope of services of the portfolio manager, delineating discretionary and non-discretionary functions, and investment objectives. It outlines risk factors, agreement duration, conditions for alteration or termination, and account maintenance. Provisions for client access to information, fee terms, billing, and liabilities of both parties are specified. The agreement also covers scenarios of client death or disability, assignment conditions, governing law, and dispute resolution mechanisms, including arbitration provisions.
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