NISM 21B Portfolio Managers Exam Notes

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  • Client Exit Process: Includes exit load, liquidation.
  • Portfolio Valuation: Daily/periodic asset valuation.
  • Compliance Officer: Oversees regulatory adherence.
  • Distributor Oversight: APMI monitors distributors.
  • Operational Efficiency: Streamlined client servicing.

NISM 21B Portfolio Managers

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