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....Suitability assessment of the advice being provided; ^1[(d) Copies of agreements with clients, incorporating the terms and conditions as may be specified by the Board;] (e) Investment advice provided, whether written or oral; (f) Rationale for arriving at investment advice, duly signed and dated; (g) A register or record containing list of the clients ^3[along with PAN], the date of ad....
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....titute of Cost Accountants of India] ^2[and submit a report of the same as may be specified by the Board]. ************** NOTES:- 1. Substituted vide Notification No. SEBI/LAD-NRO/GN/2020/22 dated 03-07-2020 before it was read as, "(d) Copies of agreements with clients, if any;" 2. Inserted vide Notification No. SEBI/LAD-NRO/GN/2020/22 date....