Get the free Discretionary Investment Application Form - African Alliance

Kisangani Fund BENCHMARK ST EFI 3 Month Index PORTFOLIO DATE 30 June 2016 INCEPTION July 1999 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months 12 months YTD 2 years

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Start by carefully reading the application form instructions and guidelines. Make sure you understand the purpose and requirements of the form.
2. Begin by providing your personal information accurately. This may include your full name, contact details, date of birth, social security number or tax identification number, and employment details.
3. Next, indicate your investment objectives. Specify whether you are seeking long-term growth, income generation, or capital preservation. You may also need to indicate your risk tolerance level, time horizon for investments, and any specific preferences or restrictions you have.
4. Provide details about your financial situation. This may include your total net worth, annual income, sources of income, and existing investments or assets. Be honest and accurate in your disclosures.
5. If required, provide information about your investment experience. This could involve disclosing your previous investment knowledge, any professional qualifications or certifications, and details about your investment history or experience.
6. If applicable, fill out the section covering your investment preferences. Specify the types of investments you are interested in, such as stocks, bonds, mutual funds, or real estate. You may also need to indicate any specific sectors or industries you prefer or wish to avoid.
7. Review the form for completeness and accuracy. Make sure all the necessary fields are filled out, and double-check for any errors or omissions.
8. Finally, sign and date the form. By signing, you are certifying that the information provided is accurate and complete to the best of your knowledge.

Who needs a discretionary investment application form?

1. Individuals looking to entrust a professional investment manager with their funds may need a discretionary investment application form.
2. High-net-worth individuals or families who want personalized investment management services tailored to their specific preferences and financial goals may require a discretionary investment application form.
3. Institutional investors, such as pension funds, endowments, or trust funds, may also need to complete a discretionary investment application form to delegate investment decision-making authority to a professional money manager.
4. Some investment firms may require potential clients to complete a discretionary investment application form before accepting them as clients for legal and regulatory compliance purposes.
5. Anyone considering an investment strategy that involves allowing an investment manager to make investment decisions on their behalf may be required to fill out a discretionary investment application form.

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What is discretionary investment application form?

Discretionary investment application form is a document used by individuals or companies to apply for permission to make investment decisions on behalf of clients without needing their approval for each transaction.

Who is required to file discretionary investment application form?

Investment advisors or brokers who wish to have discretionary authority over client accounts are required to file the form.

How to fill out discretionary investment application form?

The form typically requires information about the advisor or broker, the client, investment objectives, risk tolerance, and any limitations on the advisor's authority.

What is the purpose of discretionary investment application form?

The purpose of the form is to provide documentation of the client's agreement to grant the advisor discretionary authority over their investment account.

What information must be reported on discretionary investment application form?

Required information may include client's name, account number, advisor's information, investment objectives, and any limitations on trading.