Get the free Discretionary Investment Application Form - African Alliance

Kisangani Fund BENCHMARK ST EFI 3 Month Index PORTFOLIO DATE 31 March 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. Begin by carefully reading and understanding the instructions provided on the application form. Familiarize yourself with the terms and requirements associated with a discretionary investment.
2. Fill in your personal information accurately. This typically includes your full name, contact details, date of birth, social security number, and current address. Make sure to double-check the information for any errors.
3. Provide information about your financial situation. This may include your annual income, net worth, and investment objectives. Be honest and transparent while providing these details to ensure the investment firm understands your financial capabilities and goals.
4. Specify the amount you wish to invest and whether you have any specific investment preferences or limitations. This helps the investment firm tailor their services according to your needs.
5. Consider including information about your investment experience and knowledge. If you have previous experience dealing with investments, mention the types of investments you are familiar with and your level of expertise.
6. Review your application thoroughly before submission. Ensure that all the required sections are completed accurately and that there are no missing or conflicting information.
7. Once you are satisfied with the completed application, sign and date it as required. Your signature indicates your agreement to the terms and conditions mentioned in the application form.

Who needs a discretionary investment application form?

1. Individuals seeking professional investment management services may need to fill out a discretionary investment application form. This form allows an investment firm or advisor to handle the investment decisions on behalf of the investor.
2. Investors who have a significant portfolio and prefer to delegate the decision-making process to professionals often use discretionary investments. This form enables them to entrust their investments to an experienced advisor who can manage and make investment decisions on their behalf.
3. Those who want a personalized investment strategy tailored to their goals and risk tolerance can benefit from filling out a discretionary investment application form. By providing detailed information about their financial situation and investment objectives, investors can work closely with the investment firm to develop a customized plan.

In summary, filling out a discretionary investment application form involves accurately providing personal and financial information, specifying investment preferences and limitations, and reviewing the application before submission. This form is typically used by individuals seeking professional investment management services, investors with significant portfolios, and those looking for a personalized investment strategy.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request authorization to make investment decisions on behalf of a client without the need for prior approval.

Who is required to file discretionary investment application form?

Investment advisors or brokers who want to manage client investments on a discretionary basis are required to file the form.

How to fill out discretionary investment application form?

To fill out the form, one must provide relevant information about the client, investment strategies, risk tolerance, and any limitations on the advisor's discretion.

What is the purpose of discretionary investment application form?

The purpose of the form is to establish the parameters within which an investment advisor can make decisions on behalf of a client without seeking prior approval for each transaction.

What information must be reported on discretionary investment application form?

The form typically requires information about the client's financial situation, investment objectives, risk tolerance, and any specific instructions or limitations.