New Half yearly reporting Format for Portfolio Managers is prescribed by SEBI, to be submitted within 30 days, as usual

HALF YEARLY REPORTING REQURIEMENTS

by Portfolio Managers
FOR PORTFOLIO MANAGEMENT ACTIVITIES
(To be submitted within 30 days, for the period ended 30/9 & 31/3 of each year after the end of respective period)

Please refer to SEBI circular No.1(93-94) dated October 20, 1993 regarding submission of half yearly report by portfolio managers.

The format for the half yearly report on portfolio management activity has been revised with following format,

1. GENERAL INFORMATION

2. CAPITAL ADEQUACY

3. OTHER INFORMATION

4. List of Corporate Clients

5. Performance of Portfolio Manager

6. Enclosures

Download the New Half Yearly Reporting Format here as per IMD/DOF-1/PMS/Cir-1/2010 dated 15th March 2010.