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City Bank Capital Resources Ltd. Jinan Lima Tower, 10 Dilkusha C/A, Dhaka 1000Change of Bank Account The Head of Portfolio Management Departmental: / / City Bank Capital Resources LimitedPortfolio
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What is form head of portfolio?
Form head of portfolio is a document that outlines the overall strategy and objectives of a portfolio including the investment goals, risk tolerance, and asset allocation.
Who is required to file form head of portfolio?
Portfolio managers or investment advisors are required to file form head of portfolio on behalf of their clients.
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Information such as the client's investment objectives, risk tolerance, asset allocation preferences, and any other relevant financial information must be reported on form head of portfolio.
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