Univest
Univest
  • Markets

  • Why Client-Level Segregation Matters When a Business Offers Advisory and Distribution

    • August 18, 2026
    • Posted by: Neeraj Pandey
    • Category: advisory
    No Comments
    Why Client-Level Segregation Matters When a Business Offers Advisory and Distribution

    Client level segregation investment adviser: why SEBI requires separation when an IA also conducts distribution, how it protects investors and what happens if segregation breaks down.

    read more