https://www.taxtmi.com/acts?id=38176 Portfolio managers must furnish periodic client reports at intervals not exceeding three months or on client request, detailing portfolio composition and value, transactions, beneficial income, management expenses, identified risks, defaults or downgrades in underlying debt securities, and distributor commissions; reports may be provided on the manager's website with restricted client access. On contract termination the manager must deliver a detailed statement of accounts and settle the account as agreed, and clients have the right to obtain details of their portfolios. en-us Tue, 21 Jan 2020 17:02:25 +0530 Wed, 07 Aug 2024 14:17:33 +0530 TaxTMI RSS Generator https://www.taxtmi.com/acts?id=38176 Portfolio managers must furnish periodic client reports at intervals not exceeding three months or on client request, detailing portfolio composition and value, transactions, beneficial income, management expenses, identified risks, defaults or downgrades in underlying debt securities, and distributor commissions; reports may be provided on the manager's website with restricted client access. On contract termination the manager must deliver a detailed statement of accounts and settle the account as agreed, and clients have the right to obtain details of their portfolios. Act-Rules SEBI Tue, 21 Jan 2020 17:02:25 +0530 https://www.taxtmi.com/acts?id=38176