Get the free Discretionary Investment Application Form - African Alliance

Kisangani Fund BENCHMARK ST EFI 3 Month Index PORTFOLIO DATE 31 January 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 instructions provided with the application form. This will help you understand the requirements and know what information and documents you need to provide.
2. Begin by providing your personal information, such as your full name, address, contact details, and social security number. Ensure that you enter this information accurately and legibly.
3. Next, you may need to provide some additional details, such as your employment information, income, and financial background. Be prepared to provide supporting documents, such as pay stubs, tax returns, or bank statements, to validate the information you provide.
4. Determine the type of discretionary investment account you want to open. Specify whether it is an individual account, joint account, or an account for a trust or organization. Additionally, indicate the investment objectives, risk tolerance, and investment preferences that best align with your financial goals.
5. If you have an investment advisor, include their details in the application form. This allows the discretionary investment provider to communicate and collaborate effectively with your advisor.
6. Carefully review the terms and conditions of the discretionary investment application before signing it. Ensure that you understand all the fees and charges associated with the account, as well as any potential risks and limitations.
7. Finally, submit the application form along with any required supporting documents to the appropriate authority or investment firm. It's a good idea to make copies of the completed application and documents for your records.

Who needs a discretionary investment application form?

1. Individuals who have a certain level of financial knowledge and experience and are looking for professional guidance in managing their investment portfolio may need a discretionary investment application form.
2. Organizations, such as trusts or foundations, that wish to entrust their investments to professional fund managers or advisors may also need to fill out a discretionary investment application form.
3. Investors who prefer a hands-off approach to managing their investments and want professionals to make investment decisions on their behalf typically require a discretionary investment application form.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request permission to make investment decisions on behalf of a client without requiring their prior approval for each transaction.

Who is required to file discretionary investment application form?

Investment professionals such as financial advisors and portfolio managers are required to file discretionary investment application form.

How to fill out discretionary investment application form?

To fill out discretionary investment application form, one must provide personal information, investment objectives, risk tolerance, and any other relevant details about the client.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to outline the scope of authority granted to the investment professional and establish the investment guidelines for managing the client's portfolio.

What information must be reported on discretionary investment application form?

Information such as client's personal details, investment goals, risk tolerance, investment restrictions, and any other relevant information must be reported on discretionary investment application form.