When the Securities and Exchange Board of India (SEBI) ushered in its mutual fund categorisation norms in 2017, its intent was to ensure standardisation and truthful labelling in mutual funds (MFs), ...
On 8 December 2025, the United Kingdom’s Financial Conduct Authority (“FCA”) published a consultation paper (CP25/36) on amending its rules on client categorisation and conflicts of interest (the ...
Come October, mutual funds will be celebrating the seventh anniversary of a regulation that vastly simplified life for investors, but complicated it for Asset Management Companies (AMCs). This was ...
This is the first part of a two-part series covering all things categorisation. Part one will cover the what, why and some of the how with part two going deeper on the technical nitty-gritty of how we ...