https://www.taxtmi.com/acts?id=38192 Agreements must set out appointment, scope of services and the fiduciary role of the portfolio manager; specify discretionary and non discretionary functions, recordkeeping, audit and periodic reporting; restrict lending of client securities; and define investment objectives, permitted securities, taxation, withdrawal and settlement rules. They must include detailed risk disclosure, term, alteration and termination procedures, account maintenance, client access to records, fee and billing structures with prior consent for outsourced costs, liability allocation, succession arrangements, assignment, governing law and dispute resolution. en-us Tue, 21 Jan 2020 17:21:48 +0530 Tue, 17 Sep 2024 12:34:45 +0530 TaxTMI RSS Generator https://www.taxtmi.com/acts?id=38192 Agreements must set out appointment, scope of services and the fiduciary role of the portfolio manager; specify discretionary and non discretionary functions, recordkeeping, audit and periodic reporting; restrict lending of client securities; and define investment objectives, permitted securities, taxation, withdrawal and settlement rules. They must include detailed risk disclosure, term, alteration and termination procedures, account maintenance, client access to records, fee and billing structures with prior consent for outsourced costs, liability allocation, succession arrangements, assignment, governing law and dispute resolution. Act-Rules SEBI Tue, 21 Jan 2020 17:21:48 +0530 https://www.taxtmi.com/acts?id=38192