Get the free Discretionary Investment Application Form - African Alliance

Offshore Fund BENCHMARK MSCI 65×, CITY WEB 25×, USD LIPID 10% PORTFOLIO DATE 31 July 2016 INCEPTION March 1999 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months 12

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Start by reading the instructions: Before filling out the form, carefully read through the provided instructions. This will help you understand the requirements, guidelines, and any additional documents you may need to include.
2. Personal information: Begin by providing your personal information, including your full name, address, contact details, and social security number. Make sure to double-check the accuracy of this information to avoid any delays or complications.
3. Investment objectives: Indicate your investment objectives by selecting the appropriate option from the provided choices. These objectives may include income generation, capital appreciation, risk tolerance, or a combination of various goals.
4. Risk profile: Assess your risk profile by indicating your risk tolerance level. This step helps the investment firm determine your suitability for different investment options. Be honest and accurate when evaluating your risk tolerance to ensure appropriate investment recommendations.
5. Investment experience: Describe your previous investment experience, if any, by providing details such as the types of investments made, the duration of investments, and the outcomes achieved. This information helps the investment firm understand your familiarity with investment instruments and tailor their recommendations accordingly.
6. Financial information: Provide your financial information, including your annual income, net worth, and liquid assets. Be thorough and precise to help the investment firm assess your financial capacity for potential investments.
7. Account instructions: Specify the type of discretionary account you want to open, such as an individual account, joint account, or corporate account, along with any additional instructions or preferences you may have.
8. Signature and date: Once you have completed filling out the application form, carefully review the information provided and sign and date the form. By doing so, you acknowledge that all the information provided is true and accurate to the best of your knowledge.

Who needs a discretionary investment application form?

Discretionary investment application forms are required by individuals or entities seeking to establish a discretionary investment account with an investment firm or wealth management service. These forms allow clients to delegate investment decisions and management to the firm, granting them authority to make investment choices on the client's behalf. It is typically used by individuals who prefer to rely on professional expertise and guidance in managing their investment portfolios, rather than actively making investment decisions themselves.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request authorization for a third party to make investment decisions on behalf of an individual or entity.

Who is required to file discretionary investment application form?

Individuals or entities seeking to delegate investment decision-making authority to a third party are required to file a discretionary investment application form.

How to fill out discretionary investment application form?

Discretionary investment application form typically requires information such as the name and contact details of the applicant, details of the third party authorized to make investment decisions, investment objectives, and risk tolerance.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to formalize the authorization for a third party to manage investments on behalf of an individual or entity.

What information must be reported on discretionary investment application form?

Discretionary investment application form may require information such as personal details of the applicant and the authorized third party, investment objectives, risk tolerance, and any restrictions or guidelines for investment decisions.