Is there any rule ki agar discretionary account ko pehle trade karenge non discretionary se toh its a violation under standard 3B
Please explain
Mohit dagaPro
General doubt
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Fair dealing means that both types of clients get the same opportunities. So, when the recommendation is published, it should be published at the same time to Disc PM and to clients who own the Non Disc portfolios. Clients can take a call at their convenience. We need to remember equitably and not equally in fair dealing.
Got it thank you
We cant do trading of Non discretionary portfolios. Rember sir’s line :-
Non discretionary portfolios must not be included in any composite. And because of this rule they are not included in any composite. So how will we trade them.
Hope this helps