SEBI Extends Timeline for Portfolio Managers to Submit Offsite Inspection Data From April 1, 2023
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- Last Updated on 31 March, 2025
Latest from Taxmann
Circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2025/39, Dated: 28-03-2025
In order to enhance ease of doing business, the timeline for submitting offsite inspection data by Portfolio Managers has been extended. Portfolio Managers must submit quarterly data for all clients within 15 calendar days from the quarter’s end. Additionally, day-wise data must be provided for “Client Folio AUM” and “Client Holding Master.” The submission requirement is effective from April 1, 2023, for all clients.
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