Get the free Discretionary Investment Application Form - African Alliance

High Income Fund BENCHMARK ALBA PORTFOLIO DATE 30 September 2016 INCEPTION November 1995 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months 12 months YTD 2 years annualized

How to fill out discretionary investment application form

How to Fill Out a Discretionary Investment Application Form:

1. Read the instructions: Before starting to fill out the discretionary investment application form, it is crucial to carefully read and understand the instructions provided. This will help you navigate through the form more efficiently and accurately.
2. Provide personal information: Begin by providing your personal information, such as your full name, contact details, and social security number. This information helps the investment company identify and verify your identity.
3. Decide your investment objectives: When completing the form, you will be asked about your investment objectives. Consider your financial goals, risk tolerance, and time horizon to determine the investment objective that aligns with your requirements.
4. Choose the account type: Select the type of account you wish to open for your discretionary investment. This could be an individual account, joint account, or a retirement account, depending on your circumstances and investment goals.
5. Understand the risk disclosure: The investment form will likely include a risk disclosure section. It is essential to carefully read and understand the risks associated with discretionary investments. This will help you make informed decisions and assess the potential risks involved.
6. Provide financial information: The investment company will ask for your financial information, including your income, net worth, and investment experience. Be honest and accurate while providing this information, as it helps the company assess your suitability for discretionary investments.
7. Sign the form: Review all the information you have provided on the form before signing it. Ensure that you have accurately completed all the required sections. By signing the form, you acknowledge that the information provided is accurate to the best of your knowledge.

Who Needs a Discretionary Investment Application Form?

1. High net worth individuals: Discretionary investment application forms are often required for high net worth individuals who want to delegate investment decisions to a professional money manager. These individuals may not have the time or expertise to manage their investments actively.
2. Busy professionals: Professionals with demanding careers may find it challenging to actively manage their investments. By using a discretionary investment approach, they can rely on a professional to make investment decisions on their behalf.
3. Trusts and foundations: Trusts and foundations that aim to grow their wealth or generate income over time often use discretionary investment services. These services provide professional asset management while considering the unique goals and objectives of the trust or foundation.
4. Organizations and companies: Some organizations and companies may also require discretionary investment application forms to manage their surplus funds effectively. By delegating the investment decisions to professionals, they can optimize returns and mitigate risk.

In summary, filling out a discretionary investment application form involves providing personal information, determining investment objectives, understanding the risks involved, and accurately completing all sections. It is applicable to high net worth individuals, busy professionals, trusts and foundations, as well as organizations and companies seeking professional asset management.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request approval for investment decisions to be made on behalf of a client without their prior approval.

Who is required to file discretionary investment application form?

Investment advisors and financial institutions are required to file the discretionary investment application form on behalf of their clients.

How to fill out discretionary investment application form?

To fill out the discretionary investment application form, one must provide details about the client, investment goals, risk tolerance, investment strategies, and authorization signatures.

What is the purpose of discretionary investment application form?

The purpose of the discretionary investment application form is to authorize investment advisors to make investment decisions on behalf of the client without seeking their approval for each transaction.

What information must be reported on discretionary investment application form?

The discretionary investment application form must include client details, investment objectives, risk profile, investment strategies, authorization signatures, and any restrictions set by the client.