FundReg
FME Regulatory Intelligence, Learning & Practice · IFSCA (Fund Management) Regulations, 2025
Home
›
Learn
›
Portfolio Management Services
Portfolio Management Services
Running PMS — agreements, reporting, investment restrictions and advisory services.
‹ All modules
Module 9
0 of 9 complete
Take the module test
Reg 73
Eligible FME and Clients
1 question · High
Reg 74
Disclosures
1 question · High
Reg 75
Portfolio Management Agreement.
1 question · High
Reg 76
Report to the Client
1 question · Medium
Reg 77
Dealing with Client Funds
1 question · High
Reg 78
Investment Restrictions
1 question · High
Reg 79
General Obligations
1 question · Medium
Reg 80
Advisory Services
Amended 2026 · 1 question · High
Reg 81
Multi-Family Office
Amended 2026 · 1 question · Medium
Close