Examples of PMS in a sentence
Thorough study of the quarterly statements sent by the PMS provider to the investor intimating him about the portfolio’s absolute and relative performance, its constituents and its risk profile.
Thorough study of the Disclosure Documents of the PMS to accurately understand the risks entailed by the said investment in PMS.
Accurate and sincere answers given to the questions asked in the ‘Risk Questionnaire’ shall help the PMS provider properly assess the risk profile of the investor.
To update the PMS provider in case of any change in the KYC documents and personal details and to provide the updated KYC along with the required proof.
Ensure providing complete details of negative list of securities as part of freeze instructions at the time of entering into PMS agreement and every time thereafter for changes, if any, in a timely manner.