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MODEL PORTFOLIO MANDATE DISCRETIONARY INVESTMENT MANDATE AGREEMENT BETWEEN MOMENTUM INVESTMENT CONSULTING (PTY) LTD AND Details of Investor: Title: Initials: First Name: Address: Surname/ Name of

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How to fill out model portfolio mandate and

How to fill out model portfolio mandate and:

01

Start by reading the instructions provided with the model portfolio mandate form. Familiarize yourself with the requirements and any specific information that needs to be included.

02

Begin filling out the form by entering your personal details such as your name, contact information, and any relevant identification numbers or account numbers.

03

Provide information about your investment objectives and risk tolerance. This will help the portfolio manager understand your preferences and tailor the investment strategy accordingly.

04

Indicate the type of assets you are comfortable investing in, such as stocks, bonds, mutual funds, or exchange-traded funds (ETFs). Specify any asset classes or sectors you want to exclude from your portfolio.

05

State any specific investment restrictions you may have, such as limits on investing in certain industries or geographic locations.

06

If you have any liquidity preferences or need to meet certain cash flow requirements, specify them in the form. This will help the portfolio manager align your investments with your financial needs.

07

Include information about any existing investments or accounts that you want to be taken into consideration when constructing your model portfolio.

08

If you have any specific benchmarks or performance targets you want the portfolio manager to strive for, mention them in the form.

09

Review the completed form carefully for accuracy and completeness before submitting it to the appropriate party.

Who needs model portfolio mandate and:

01

Individuals who want professional guidance and management of their investment portfolio can benefit from a model portfolio mandate. It provides access to the expertise of portfolio managers who can help optimize asset allocation and investment selection.

02

Investors who are seeking a customized investment strategy but may not have the time, knowledge, or resources to actively manage their portfolio themselves can use a model portfolio mandate.

03

Those who prefer a structured investment approach and want their portfolio to adhere to certain investment principles, such as socially responsible investing or sustainable investing, can utilize a model portfolio mandate to align their investments with their values.

04

Model portfolio mandates can be suitable for investors of varying experience levels, including both novice investors who want guidance and more experienced investors who want to delegate the management of their portfolios.

05

Institutions, such as pension funds, endowments, or foundations, may also utilize model portfolio mandates to efficiently manage their investment portfolios and meet their specific investment objectives.

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What is model portfolio mandate and?

Model portfolio mandate is a set of rules and guidelines that must be followed when managing a portfolio of investments.

Who is required to file model portfolio mandate and?

Investment managers and financial advisors are required to file model portfolio mandate.

How to fill out model portfolio mandate and?

To fill out a model portfolio mandate, investment managers and financial advisors must provide detailed information about their investment strategies and risk management practices.

What is the purpose of model portfolio mandate and?

The purpose of model portfolio mandate is to ensure transparency and consistency in the management of investment portfolios.

What information must be reported on model portfolio mandate and?

Information such as investment objectives, asset allocation, risk tolerance, and performance benchmarks must be reported on model portfolio mandate.

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