Common Contracts
3 similar Portfolio Management Services Agreement contracts
ContractPortfolio Management Services Agreement • July 19th, 2024
Account Opening Form PORTFOLIO MANAGEMENT SERVICES ACCOUNT OPENING FORM CUM AGREEMENT OFPRP EDGE WEALTH PVT LTD.(SEBI Registration No. INP000007960) (As per the requirement of Regulation of SEBI (Portfolio Managers) Regulations, 2020) (i) The Document has been prepared in accordance with the Securities and Exchange Board of India (Portfolio Managers) Regulations, 2020, as amended from time to time and filed with SEBI. (ii) The Document has been filed with the Board (SEBI) along with the certificate in the prescribed format in terms of regulation of SEBI (Portfolio Managers) Regulation 2020. (iii) The purpose of the Document is to get information about the client and register themselves for Portfolio Management Services (PMS) in a manner to assist and enable the investors in making an informed decision for engaging a Portfolio Manager. (iv) The document required the necessary information about the client, provide the details about portfolio construction required by an investor before in
PORTFOLIO MANAGEMENT SERVICES ACCOUNT OPENING FORM CUM AGREEMENT OFPortfolio Management Services Agreement • July 28th, 2023
PORTFOLIO MANAGEMENT SERVICES ACCOUNT OPENING FORM CUM AGREEMENT OFPortfolio Management Services Agreement • July 10th, 2023
