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Portfolio Management

 

Portfolio Management Services Agreements

Terms of Business, effective 4 April 2017

Appendix 3. Portfolio Management Rules, effective from 7 June 2018

Appendix A to Portfolio Management Rules, effective from July 23, 2013

Appendix B to Portfolio Management Rules, effective from June 14, 2016

Appendix C to Portfolio Management Rules. Transaction Fee Schedule,
effective from June 7, 2018

Appendix 5. Custody Rules, effective 08 July 2015

Acknowledgement of Risks, effective 09 February 2015

Instructions, effective from 14 June 2016
Payment Instructions, effective from September 18, 2017

Portfolio Management Agreement, effective from June 14, 2016

Notice of termination of the PM Agreement, effective from July, 2018

Client Identification Form (For Corporate Clients), effective from June, 2018
Client Identification Form (For Individual Clients), effective from June, 2018

Check list

Historic Documents Library