Get the free Discretionary Investment Application Form - African Alliance

Kisangani Fund BENCHMARK ST EFI 3 Month Index PORTFOLIO DATE 29 February 2016 INCEPTION July 1999 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months 12 months YTD 2

How to fill out discretionary investment application form

How to fill out discretionary investment application form:

1. Start by carefully reading all the instructions provided with the form. Make sure you understand the requirements and any specific details mentioned.
2. Begin by filling out your personal information accurately, including your full name, contact details, and social security number.
3. Provide information about your investment goals and objectives. Be clear and concise in explaining what you hope to achieve through the discretionary investment.
4. Disclose your financial situation, including your income, assets, debts, and liabilities. This information helps the investment firm assess your suitability for their services.
5. Specify the amount of money you are willing to invest and any restrictions or limitations you may have. This will guide the investment firm in managing your portfolio effectively.
6. Indicate your risk tolerance and investment preferences. This helps the firm understand your comfort level with different types of investments and make suitable recommendations.
7. If you have any specific investment strategies or preferences, you can mention them in the appropriate section of the form.
8. Carefully review the completed form before submitting it. Double-check for any errors or omissions that may affect the processing of your application.
9. Submit the form along with any supporting documents or identification required by the investment firm.
10. Keep a copy of the filled-out form for your records.

Who needs discretionary investment application form?

1. Individuals who wish to entrust their investment decisions to a professional investment advisor may need to fill out a discretionary investment application form.
2. Investors who have specific investment goals or preferences and require a customized investment strategy may find it beneficial to use discretionary investment services.
3. Those looking for an investment approach that offers flexibility and professional guidance may also opt for a discretionary investment account.
4. High-net-worth individuals or businesses seeking professional management of their investment portfolios may require a discretionary investment application form.

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