Portfolio management audit
This query is : Resolved
Querist : Anonymous
Querist :
Anonymous
(Querist)
01 April 2012
As an auditor, what are the main areas that need to be focused upon, while auditing a portfolio?
10 April 2012
Approval of the investor
Agreement between the investor and the portfolio mangers
Audit of the account and deliver of the statement to the investor
Withdrawal power of the investor
correct rate of sales and purchases etc etc
Agreement between the investor and the portfolio mangers
Audit of the account and deliver of the statement to the investor
Withdrawal power of the investor
correct rate of sales and purchases etc etc
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