1. Where a crowdfunding service provider offers individual portfolio management of loans, an investor shall give the mandate specifying the parameters for providing the service, which shall include at least two of the following criteria that every loan in the portfolio will have to comply with:
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(a)
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the minimum and maximum interest rate payable under any loan facilitated for the investor;
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(b)
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the minimum and maximum maturity date of any loan facilitated for the investor;
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(c)
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the range and distribution of any risk categories applicable to the loans; and
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(d)
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if an annual target rate of return on investment is offered, the likelihood that the selected loans will enable the investor to achieve the target rate with reasonable certainty.
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