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        SEBI

        Securities and Exchange Board of India (Portfolio Managers) (Amendment) Regulations, 2025 - SEBI/LAD-NRO/GN/2025/260 - SEBI

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        Disclosure Document requirement: portfolio managers must provide Board-specified disclosure and Form C before client agreement. Regulation 22(3) requires the portfolio manager to provide the Disclosure Document in the Board-specified format along with a certificate in Form C as specified in Schedule I, prior to entering into the client agreement; Regulation 20 now references Schedule IV and Schedule V is deleted.
                      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.

                            Disclosure Document requirement: portfolio managers must provide Board-specified disclosure and Form C before client agreement.

                            Regulation 22(3) requires the portfolio manager to provide the Disclosure Document in the Board-specified format along with a certificate in Form C as specified in Schedule I, prior to entering into the client agreement; Regulation 20 now references Schedule IV and Schedule V is deleted.


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