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Get the free Discretionary Investment Application Form - African Alliance

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Portfolio Fund BENCHMARK USE SIX 51×, ALBA 17×, ST EFI 17%, MSCI 9.75×, CITY WEB 3.75×, LIPID 1.5% PORTFOLIO DATE 31 January 2016 INCEPTION June 1998 PORTFOLIO MANAGER Won Fleet Performance (%
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Discretionary investment application form is a document that allows individuals or entities to request permission to invest funds on behalf of another party.
Individuals or entities who wish to manage investment funds on behalf of others are required to file a discretionary investment application form.
To fill out a discretionary investment application form, one must provide personal information, investment strategy, risk tolerance, and other relevant details.
The purpose of discretionary investment application form is to obtain approval to manage investment funds on behalf of another party.
Information such as personal details, investment strategy, risk tolerance, and investment objectives must be reported on discretionary investment application form.
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