Portfolio managers must publish an investor charter, disclose monthly complaint data by the 7th, and provide complaint links. Portfolio managers must publish an Investor Charter on their websites detailing services, investor responsibilities, timelines, fees, account opening/termination procedures and grievance redressal, and must disclose monthly complaint data (including SCORES complaints) in the Annexure B format by the 7th of the succeeding month. They must provide website/mobile links for lodging complaints and links to SCORES, register on SCORES, include investor relations officer details and grievance mechanisms in the Disclosure Document, and adhere to specified operational timelines for onboarding, disclosures and complaint resolution.
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Portfolio managers must publish an investor charter, disclose monthly complaint data by the 7th, and provide complaint links.
Portfolio managers must publish an Investor Charter on their websites detailing services, investor responsibilities, timelines, fees, account opening/termination procedures and grievance redressal, and must disclose monthly complaint data (including SCORES complaints) in the Annexure B format by the 7th of the succeeding month. They must provide website/mobile links for lodging complaints and links to SCORES, register on SCORES, include investor relations officer details and grievance mechanisms in the Disclosure Document, and adhere to specified operational timelines for onboarding, disclosures and complaint resolution.
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