by rounders | Jun 30, 2024 | Know Your Product
Know Your Product June 30, 2024 Update September 30, 2024 June 30, 2024 Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund...
by agoraweb | Jun 30, 2024 | Know Your Product
Know Your Product December 31, 2024 Update March 31, 2025 December 31, 2024 September 30, 2024 June 30, 2024 Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio”...
by agoraweb | Mar 31, 2024 | Know Your Product, Performance
Know Your Product March 31, 2024 Update Performance Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This is...
by agoraweb | Mar 31, 2024 | Know Your Product, Providence & Velocity
Know Your Product March 31, 2024 Update Providence Velocity Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This...
by agoraweb | Mar 31, 2024 | Know Your Product, Tempo Independent
Know Your Product March 31, 2024 Update Managed Solutions Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This...
by agoraweb | Dec 31, 2023 | Know Your Product, Tempo Independent
Know Your Product December 31, 2023 Update Tempo and Independent Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. ...
