Get the free Discretionary Investment Application Form - African Alliance

Ligcebesha Fund BENCHMARK PORTFOLIO DATE 30 June 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. Start by carefully reading the instructions provided on the application form. Understand the requirements and criteria for eligibility to ensure that you meet them.
2. Gather all the necessary documents and information that may be required to complete the application form. This can include your identification documents, financial statements, and any other relevant documents.
3. Begin filling out the personal information section of the form. This typically includes your full name, address, contact details, date of birth, and social security number.
4. Provide details about your financial situation, including your income, assets, and liabilities. This information helps the investment firm assess your suitability for discretionary investment.
5. Fill in the investment objectives section. Specify your goals, risk tolerance, and time horizon. This information helps the investment firm understand your investment preferences and tailor their services accordingly.
6. Declare any conflicts of interest or potential restrictions that may affect the investment decisions. This includes any positions or relationships that could impact your ability to make unbiased investment decisions.
7. If applicable, disclose any previous investment experience or qualifications that you may have. This information helps the investment firm understand your level of knowledge and experience in the investment field.
8. Review the completed application form thoroughly to ensure accuracy and completeness. Any mistakes or omissions could lead to delays or complications in the application process.

Who Needs a Discretionary Investment Application Form:

1. Individuals who prefer to delegate investment decision-making to professionals often require a discretionary investment application form. This allows them to engage a professional investment manager to make investment decisions on their behalf.
2. High net worth individuals or institutional investors who have a substantial amount of assets to invest typically use discretionary investment services. These individuals may not have the time, expertise, or desire to actively manage their investments and prefer professionals to handle their portfolio.
3. Investors who want a tailored investment strategy that aligns with their specific goals and risk tolerance often opt for discretionary investment services. By filling out the application form, they can provide the necessary information for the investment manager to create a personalized investment plan.

In summary, filling out a discretionary investment application form requires attention to detail and providing accurate information about your personal and financial circumstances. This form is typically needed by individuals who want to delegate investment decision-making to professionals and seek customized investment strategies.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request permission for discretionary investments.

Who is required to file discretionary investment application form?

Individuals or entities seeking to make discretionary investments are required to file the form.

How to fill out discretionary investment application form?

The form can be filled out by providing all required information and submitting it to the relevant authority.

What is the purpose of discretionary investment application form?

The purpose of the form is to obtain approval for making discretionary investments.

What information must be reported on discretionary investment application form?

The form typically requires details about the investor, investment objectives, risk tolerance, and proposed investments.