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ARTHUR WEALTH AND INVESTMENTS PRIVATE LIMITED DISCLOSURE DOCUMENT As required under Regulation 22 of the Securities and Exchange Board of India (Portfolio Managers) Regulations, 2020 I. Declaration:
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How to fill out portfolio management servicesdisclosure document

01
Gather all necessary financial information such as investment objectives, risk tolerance, and investment preferences.
02
Fill out the portion of the disclosure document that requests personal information about the client, including name, address, and contact information.
03
Provide details about the total value of assets that will be managed in the portfolio and the source of these assets.
04
Disclose any existing investments or accounts that will be included in the portfolio management services.
05
Review and sign the disclosure document to acknowledge understanding and agreement with the terms presented.

Who needs portfolio management servicesdisclosure document?

01
Individuals or entities seeking professional management of their investment portfolio.
02
Investors looking for a tailored investment strategy based on their financial goals and risk tolerance.
03
Clients who want transparency and disclosure of fees, risks, and potential conflicts of interest in the management process.
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The portfolio management services disclosure document is a formal report that outlines the services offered by a portfolio manager, including information on fees, investment strategies, risks, and other important details that help clients make informed investment decisions.
Portfolio managers and firms that provide portfolio management services are required to file the portfolio management services disclosure document.
To fill out the portfolio management services disclosure document, the portfolio manager must provide comprehensive information about their services, including fee structures, investment methodologies, performance metrics, and other relevant data. It's important to ensure that all information is accurate and up-to-date.
The purpose of the portfolio management services disclosure document is to provide transparency to clients regarding the services they will receive, the fee structure, the risks involved, and any other essential information that can affect their investment decisions.
The information that must be reported includes the portfolio manager's qualifications, details about the investment approach, fee disclosure, risk factors, historical performance data, and any conflicts of interest.
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