by agoraweb | Jun 30, 2024 | Know Your Product
Know Your Product December 31, 2024 Update December 31, 2025 September 30, 2025 June 30, 2025 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...
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. ...
by agoraweb | Dec 31, 2023 | Know Your Product, Providence & Velocity
Know Your Product 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 is...
