Client-Communication (4)
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SEBI permits Investment Advisers to communicate certified past performance to clients using standardized performance metrics including … | |||||||||||||
SEBI permits Investment Advisers to communicate certified past performance to clients using standardized performance metrics including absolute returns, CAGR, rolling returns, hits/misses, performance charts, and range of returns.
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SEBI circular permits Research Analysts to communicate certified past performance to clients with specified performance metrics and … | |||||||||||||
SEBI circular permits Research Analysts to communicate certified past performance to clients with specified performance metrics and mandatory disclosure requirements.
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SEBI permits Research Analysts to communicate certified past performance to clients using specified performance metrics with mandatory … | |||||||||||||
SEBI permits Research Analysts to communicate certified past performance to clients using specified performance metrics with mandatory disclosures and consistent methodology.
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SEBI permits Research Analysts to communicate certified past performance to clients through one-to-one communication, specifying performance … | |||||||||||||
SEBI permits Research Analysts to communicate certified past performance to clients through one-to-one communication, specifying performance metrics and mandatory disclosure requirements.
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