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AUTHORIZATION OF A DISCRETIONARY ACCOUNT To: China Galaxy International Securities (Hong Kong) Co., Limited Units 27013, 27/F, Infinite Plaza, 199 DES Vogue Road Central, Cheung Wan, Hong Kong ()

How to fill out discretionary accounts-engrossed-10022012

How to fill out discretionary accounts-engrossed-10022012?

1. Start by gathering all the necessary information and documentation required for filling out the discretionary accounts-engrossed-10022012 form.
2. Carefully read the instructions provided on the form to understand the specific requirements and guidelines for filling it out.
3. Begin by entering your personal information accurately, including your full name, address, contact details, and any other required identification information.
4. Provide the necessary financial information, such as your current income, assets, liabilities, and any other relevant financial details as requested on the form.
5. Follow the instructions on how to disclose any existing discretionary accounts or investments you may have, ensuring that you provide all the required details accurately.
6. Double-check all the information provided on the form to ensure its accuracy and completeness. Make any necessary corrections or additions as needed.
7. Once you have completed filling out the discretionary accounts-engrossed-10022012 form, review it thoroughly to ensure that you have not missed any essential fields or information.
8. Sign and date the form according to the instructions provided, confirming the accuracy of the information you have provided.
9. Make a copy of the filled-out form for your records before submitting it as required.

Who needs discretionary accounts-engrossed-10022012?

1. Individuals who have discretion over investment decision-making for a specific account or accounts may need to fill out discretionary accounts-engrossed-10022012. This could include financial advisors, portfolio managers, or individuals appointed as trustees for accounts involving investments.
2. Entities or organizations that manage investment portfolios on behalf of clients or beneficiaries may also be required to fill out discretionary accounts-engrossed-10022012.
3. It is essential to consult the specific regulations or guidelines provided by the relevant jurisdiction or financial institution to determine who needs to fill out this form. The requirements may vary depending on the specific industry or financial institution involved.

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What is discretionary accounts-engrossed-10022012?

discretionary accounts-engrossed-10022012 refers to accounts where a financial institution has the authority to make investment decisions on behalf of the account holder.

Who is required to file discretionary accounts-engrossed-10022012?

Financial institutions or any entities that manage discretionary accounts are required to file discretionary accounts-engrossed-10022012.

How to fill out discretionary accounts-engrossed-10022012?

Discretionary accounts-engrossed-10022012 should be filled out by providing detailed information about the account holder, the financial institution managing the account, and the investment decisions made on behalf of the account holder.

What is the purpose of discretionary accounts-engrossed-10022012?

The purpose of discretionary accounts-engrossed-10022012 is to ensure transparency in the management of accounts where investment decisions are made on behalf of clients.

What information must be reported on discretionary accounts-engrossed-10022012?

Information such as the account holder's details, investment decisions made, performance reports, and any fees or charges incurred must be reported on discretionary accounts-engrossed-10022012.