https://www.taxtmi.com/acts?id=56703 Portfolio managers must enter written client agreements before managing funds or portfolios and obtain prior client consent for related-party or associate investments, unless exempted. A certified Disclosure Document must be provided before the agreement, updated annually, made available online, and revised and communicated within fifteen calendar days of material changes. It must disclose fees, risks, conflicts, related-party matters, financial statements and performance. Fees may be fixed, return-based, or combined, but cannot involve assured returns or up-front charges. en-us Wed, 14 Oct 2026 15:50:28 +0530 Wed, 14 Oct 2026 15:50:28 +0530 TaxTMI RSS Generator https://www.taxtmi.com/acts?id=56703 Portfolio managers must enter written client agreements before managing funds or portfolios and obtain prior client consent for related-party or associate investments, unless exempted. A certified Disclosure Document must be provided before the agreement, updated annually, made available online, and revised and communicated within fifteen calendar days of material changes. It must disclose fees, risks, conflicts, related-party matters, financial statements and performance. Fees may be fixed, return-based, or combined, but cannot involve assured returns or up-front charges. Act-Rules SEBI Wed, 14 Oct 2026 15:50:28 +0530 https://www.taxtmi.com/acts?id=56703