https://www.taxtmi.com/acts?id=35417 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. en-us Tue, 22 Jan 2019 17:29:51 +0530 Mon, 13 May 2019 11:22:26 +0530 TaxTMI RSS Generator https://www.taxtmi.com/acts?id=35417 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. Act-Rules SEBI Tue, 22 Jan 2019 17:29:51 +0530 https://www.taxtmi.com/acts?id=35417