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Discretionary Managed Service estate Planning Bond Application pack * Please ensure that all sections are fully completed Important notes The following optional form is available on request or from
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What is discretionary managed service application?
A discretionary managed service application is a formal request for permission to operate a discretionary investment management service, whereby the service provider has the authority to make investment decisions on behalf of the client without requiring explicit consent for each transaction.
Who is required to file discretionary managed service application?
Financial institutions or individuals who wish to offer discretionary investment management services to clients are required to file a discretionary managed service application.
How to fill out discretionary managed service application?
To fill out a discretionary managed service application, you must provide information about your financial institution or yourself, including details about your qualifications, experience, investment strategies, risk management procedures, and compliance policies. The application may also require supporting documents and disclosures.
What is the purpose of discretionary managed service application?
The purpose of a discretionary managed service application is to obtain regulatory approval or licensing to offer discretionary investment management services. It ensures that the service provider meets the necessary criteria and safeguards to protect clients' interests.
What information must be reported on discretionary managed service application?
The discretionary managed service application typically requires reporting information such as the service provider's financial statements, business structure, ownership details, disclosure of conflicts of interest, compliance procedures, and client onboarding process.
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