ComAgents

Every limit below quotes the sentence it came from, in the document's own language. Nothing here has been approved, and no figure was generated — each one was read from the published terms and can be checked against them.

3 (2)Minimum Cash Allocation
Must be at least0%

Cash 0% 0% 5%

Quoted from clause 3 (2)
Read from the published terms and conditions
3 (2)Maximum Cash Allocation
Must not exceed5%

Cash 0% 0% 5%

Quoted from clause 3 (2)
Read from the published terms and conditions
3 (2)Minimum Global Equity Allocation
Must be at least10%

Listed global equity and global equity funds 10% 20% 30%

Quoted from clause 3 (2)
Read from the published terms and conditions
3 (2)Maximum Global Equity Allocation
Must not exceed30%

Listed global equity and global equity funds 10% 20% 30%

Quoted from clause 3 (2)
Read from the published terms and conditions
3 (2)Minimum Saudi Equity Allocation
Must be at least10%

Listed Saudi equity and Saudi equity funds 10% 20% 30%

Quoted from clause 3 (2)
Read from the published terms and conditions
3 (2)Maximum Saudi Equity Allocation
Must not exceed30%

Listed Saudi equity and Saudi equity funds 10% 20% 30%

Quoted from clause 3 (2)
Read from the published terms and conditions
3 (2)Maximum Private Funds Investment
Must not exceed25%

Investments of the Fund in private funds shall not exceed (25%) of the Fund’s net asset value in accordance with the Investment Funds Regulations.

Quoted from clause 3 (2)
Read from the published terms and conditions

What happens next

Nothing here came from your systems. It was read from the terms and conditions your fund already publishes, so you can judge the work before sharing anything.

If the limits are right, a person at your firm approves each one against its clause — that is what puts it in force. From then on, any breach you record cites the approved text, and the letter to the Authority quotes it verbatim.

Source document
Terms and conditions (PDF)In English
Clauses read
148
Limits proposed
7
Prepared
nothing has been shared with us

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ComAgents — the regulator-facing accountability layer for CMA-regulated firms. Nothing here is verified; nothing came from your systems.