Get the free Discretionary Investment Application Form - African Alliance

Ligcebesha Fund BENCHMARK PORTFOLIO DATE 31 July 2016 INCEPTION September 2007 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months 12 months YTD 2 years annualized 3

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Begin by carefully reading all instructions on the form. Familiarize yourself with the required information and any additional documents or disclosures that may be needed.
2. Provide your personal details accurately, such as your name, contact information, and social security number or tax identification number.
3. Indicate the type of discretionary investment account you are requesting. This could be a regular brokerage account, IRA, trust, or other investment vehicles.
4. Specify the investment objectives and risk tolerance level for your account. This helps the investment advisor understand your goals and preferences.
5. Provide information about your financial situation. This may include your annual income, net worth, and investment experience. Be honest and thorough in your responses.
6. Indicate the sources and amounts of funds you plan to invest. This could include liquid assets, retirement savings, or funds from the sale of other investments.
7. Disclose any financial obligations or liabilities that may affect your ability to invest or your risk capacity.
8. If necessary, include additional documents to support your application, such as bank statements, tax returns, or identification documents.
9. Review the completed form thoroughly to ensure accuracy and completeness. Make sure you have signed and dated the form as required.
10. Submit the application form and any supporting documents to the appropriate financial institution or investment advisor. Keep copies of all documents for your records.

Who needs a discretionary investment application form?

1. Individuals who want to entrust the management of their investments to professionals with discretion.
2. Investors who prefer to delegate investment decisions to a professional investment advisor.
3. Those seeking a personalized investment strategy tailored to their specific financial goals and risk tolerance.
4. Individuals with a significant investment portfolio or complex financial situation that necessitates professional management.
5. Investors who value the expertise and experience of professional investment advisors in navigating financial markets and managing risks.
6. Those who wish to benefit from potential tax advantages or diversification opportunities that discretionary investment accounts offer.

It's important to consider consulting with a financial advisor or professional before making any investment decisions.

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