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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 March 2016 INCEPTION June 1998 PORTFOLIO MANAGER Won Fleet Performance (% net

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What is discretionary investment application form?

Discretionary investment application form is a document used by individuals or entities to request authorization to make investment decisions on behalf of clients without requiring their approval for each transaction.

Who is required to file discretionary investment application form?

Investment advisors or managers who wish to have discretion over client accounts are required to file discretionary investment application form.

How to fill out discretionary investment application form?

To fill out a discretionary investment application form, one must provide information about their investment experience, financial goals, risk tolerance, and authorization for the investment manager to make decisions on their behalf.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to establish guidelines and parameters for the investment manager to follow when making investment decisions on behalf of clients.

What information must be reported on discretionary investment application form?

Information such as client's personal details, investment objectives, risk tolerance, and specific instructions or limitations must be reported on a discretionary investment application form.

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