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Dubai Financial Services Authority (DFSA): Contents

Dubai Financial Services Authority (DFSA)
Laws
Rulebook Modules
Glossary Module (GLO) [VER43/02-19]
GLO 2 Glossary
[ D ] [Dealing in Investments as Agent—Dubai Law]
Discretionary Portfolio Management Agreement
Sourcebook Modules
Consultation Papers
Policy Statements
DFSA Codes of Practice
Amendments to Legislation
Media Releases
Notices
Financial Markets Tribunal
Archive

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  Versions
(1 version)
 
Jul 1 2008 onwards

Discretionary Portfolio Management Agreement



Whole Section PDF

The definitive version of DFSA handbook text is the PDF version as that is the text of the instrument as made and published by the DFSA.

To view past versions of this module in PDF format, please visit the Archive.

An agreement under which an Authorised FirmG agrees with a ClientG to manage an investment portfolio for that particular ClientG in accordance with pre-agreed investment parameters in that agreement and where:

(a) the Client'sG approval of any specific TransactionG is not required before undertaking the TransactionG ; and
(b) the assets of the ClientG are discretely held for that ClientG and no pooling of those assets occurs with the assets of any other PersonG , except purely for transactional purposes.

[Added] DFSA RM56/2008 (Made 1st July 2008). [VER17/07-08]