Get the free Discretionary Investment Application Form - African Alliance

Ligcebesha Fund BENCHMARK PORTFOLIO DATE 29 February 2016 INCEPTION September 2007 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

1. To fill out a discretionary investment application form, start by obtaining the form from the financial institution or investment firm offering the discretionary investment services. They may have it available on their website or you may need to request it directly from a representative.
2. Review the form carefully to ensure you understand each section and the information required. It's important to provide accurate and complete information to avoid any delays or misunderstandings.
3. Begin by filling in your personal details, including your full name, address, contact information, and any other requested information such as your date of birth or social security number.
4. The next section of the form may ask you about your investment objectives and risk tolerance. Here, you should outline your financial goals and specify the level of risk you are comfortable with. You may need to indicate whether you are seeking capital appreciation, income, or a combination of both, as well as your investment time horizon.
5. Provide information about your financial situation, including your annual income, net worth, and any current investments or debts you may have. This information helps the investment firm assess your suitability for their discretionary investment services and is important for them to understand your financial situation.
6. Depending on the form, you may also need to disclose your investment experience and knowledge. This could include your familiarity with different investment products, such as stocks, bonds, or mutual funds, as well as any relevant professional qualifications or certifications you may hold.
7. If you have any specific investment preferences or restrictions, such as ethical considerations or certain industries you want to avoid, make sure to note them on the form.
8. Read through the terms and conditions of the discretionary investment agreement, which is typically included with the application form or provided separately. Ensure you understand the agreement fully before signing it. If you have any questions or concerns, reach out to the investment firm for clarification.
9. Finally, submit the completed application form along with any required supporting documentation. This may include copies of identification documents, bank statements, or investment account statements. Double-check that you have provided all the necessary information and signed all required sections. Retain a copy of the completed form for your records.
10. Now, let's move on to who needs a discretionary investment application form. Individuals who are interested in delegating the management of their investments to a professional may need to fill out a discretionary investment application form. This form is often required by financial institutions or investment firms offering discretionary investment services, as it helps them gather the necessary information to assess an individual's suitability for these services and tailor their investment strategies accordingly. Whether you are a high-net-worth individual, a retiree, or simply someone looking for professional expertise in managing your investments, a discretionary investment application form can help facilitate the process of establishing a discretionary investment account.

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What is discretionary investment application form?

The discretionary investment application form is a document used to request permission from a financial institution or regulatory body to allow an individual or entity to make investment decisions on behalf of a client without requiring prior approval for each transaction.

Who is required to file discretionary investment application form?

Any individual or entity wishing to manage investments on behalf of clients without prior approval for each transaction is required to file a discretionary investment application form.

How to fill out discretionary investment application form?

To fill out a discretionary investment application form, one must provide detailed information about their investment experience, risk tolerance, investment objectives, and any conflicts of interest that may arise while managing client investments.

What is the purpose of discretionary investment application form?

The purpose of a discretionary investment application form is to outline key information about the individual or entity seeking permission to make investment decisions on behalf of clients without requiring prior approval.

What information must be reported on discretionary investment application form?

Information such as investment experience, risk tolerance, investment objectives, and any conflicts of interest must be reported on a discretionary investment application form.