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 | 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...
