https://www.taxtmi.com/circulars?id=68625 SEBI updates the Investor Charter for Investment Advisers, rescinds the prior 2021 circular and amends the Master Circular, effective immediately. Advisers must publish the Charter (Annexure A) on websites, apps and offices, provide copies at onboarding, disclose registration and complaint status, and report monthly complaint data in the Annexure B format by the 7th of the succeeding month. Requirements include written agreements with fee and conflict disclosures, unbiased risk profiling, record keeping, disclosure of AI usage, and prescribed grievance redressal pathways via SCORES 2.0, IAASB review and SMARTODR. en-us Mon, 02 Jun 2025 00:00:00 +0530 Mon, 02 Jun 2025 18:48:00 +0530 TaxTMI RSS Generator https://www.taxtmi.com/circulars?id=68625 SEBI updates the Investor Charter for Investment Advisers, rescinds the prior 2021 circular and amends the Master Circular, effective immediately. Advisers must publish the Charter (Annexure A) on websites, apps and offices, provide copies at onboarding, disclose registration and complaint status, and report monthly complaint data in the Annexure B format by the 7th of the succeeding month. Requirements include written agreements with fee and conflict disclosures, unbiased risk profiling, record keeping, disclosure of AI usage, and prescribed grievance redressal pathways via SCORES 2.0, IAASB review and SMARTODR. Circulars SEBI Mon, 02 Jun 2025 00:00:00 +0530 https://www.taxtmi.com/circulars?id=68625