Audit of firm-level performance data of Portfolio Managers

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..... 1. As per paragraph 5.3.1 of the SEBI Master Circular No. SEBI/HO/IMD/IMD-POD-1/P/CIR/2023/38 dated March 20, 2023 ( Master Circular ), Portfolio Managers are required to audit firm-level performance data on an annual basis and submit the confirmation of compliance with paragraph 4.5.3 of the Master Circular to SEBI within sixty days of the end of each financial year. 2. As per the aforesa .....

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..... s not reported or published in any marketing material or website. 3.3. The standard ToR specified by APMI shall be applicable with effect from October 01, 2023, and shall be mandatorily followed by all Portfolio Managers for the purpose of annual audit of firm-level performance data. 4. Submission of reports: 4.1. Portfolio Managers shall submit the confirmation of compliance with the r .....

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..... of Regulation 43 of SEBI (Portfolio Managers) Regulations, 2020 , to protect the interest of investors in securities and to promote the development of, and to regulate the securities market. 7. This circular is available on SEBI website at http://www.sebi.gov.in under the category Legal -- Circulars . Yours faithfully, Peter Mardi Deputy General Manager Investment Manage .....

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