https://www.taxtmi.com/acts?id=35446 The agreement must specify appointment and scope of services of the portfolio manager as a fiduciary, distinguish discretionary and non discretionary duties, require client wise recordkeeping, reporting and audit, set investment objectives and restrictions, mandate detailed risk disclosures, regulate changes in funds and client access to information, prescribe fee structures and billing, allocate liabilities of manager and client, and provide rules for duration, termination, succession, assignment, governing law and dispute resolution. en-us Wed, 23 Jan 2019 10:27:21 +0530 Wed, 23 Jan 2019 10:27:21 +0530 TaxTMI RSS Generator https://www.taxtmi.com/acts?id=35446 The agreement must specify appointment and scope of services of the portfolio manager as a fiduciary, distinguish discretionary and non discretionary duties, require client wise recordkeeping, reporting and audit, set investment objectives and restrictions, mandate detailed risk disclosures, regulate changes in funds and client access to information, prescribe fee structures and billing, allocate liabilities of manager and client, and provide rules for duration, termination, succession, assignment, governing law and dispute resolution. Act-Rules SEBI Wed, 23 Jan 2019 10:27:21 +0530 https://www.taxtmi.com/acts?id=35446