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Investment Application Form More World Resource Efficiency Fund (a subfund of Prescient Global Funds Plc) How to Invest 1. Complete all the relevant sections in block letters in full below. 2. Deposit

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Start by carefully reading and understanding the instructions provided with the application form. Ensure that you have all the necessary information and documents required to complete the form accurately.
2. Begin filling out the personal information section of the form. This typically includes your full name, address, contact details, date of birth, and social security number.
3. Provide details about your investment objectives. Specify your goals, time horizon, risk tolerance, and any preferences you have regarding the type of investments you are interested in.
4. Indicate the type of discretionary authority you are granting to the investment manager. This could be full discretionary authority, meaning the manager has complete control over your investments, or limited discretionary authority, where you can set specific guidelines for the manager to follow.
5. Declare the size of your investment portfolio and any other relevant financial information. This may include your net worth, annual income, and sources of income.
6. Disclose any potential conflicts of interest or affiliations that may exist between you and the investment manager or firm. This is important for transparency and to ensure that there are no potential conflicts that could affect the management of your investments.
7. Carefully review and sign the declaration section of the form, confirming that all the information provided is accurate and complete to the best of your knowledge.

Who needs a discretionary investment application form:

1. Individuals who want to delegate the decision-making authority of their investment portfolio to a professional investment manager may need to fill out a discretionary investment application form.
2. Investors who prefer a hands-off approach to managing their investments and want experts to make investment decisions on their behalf can benefit from filling out this form.
3. Discretionary investment application forms are commonly used by high net worth individuals, institutional investors, and trusts seeking professional investment services.

Note: It is always advisable to consult with a financial advisor or legal professional to understand the specific requirements and implications associated with filling out a discretionary investment application form.

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What is discretionary investment application form?

Discretionary investment application form is a document that allows an investor to authorize a financial advisor or portfolio manager to make investment decisions on their behalf without needing their approval for each transaction.

Who is required to file discretionary investment application form?

Investors who want to delegate the authority of making investment decisions to a financial professional are required to file discretionary investment application form.

How to fill out discretionary investment application form?

To fill out a discretionary investment application form, investors need to provide their personal information, investment objectives, risk tolerance, and sign the document to authorize the financial professional to manage their investments.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to grant authority to a financial professional to make investment decisions on behalf of the investor without requiring prior approval for each trade.

What information must be reported on discretionary investment application form?

The discretionary investment application form typically requires information such as the investor's name, address, contact details, investment objectives, risk tolerance, investment preferences, and any restrictions on investment choices.

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