Get the free Discretionary Investment Application Form - African Alliance

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

How to fill out discretionary investment application form

How to fill out discretionary investment application form:

1. Start by carefully reading and understanding the instructions provided with the application form. Make sure you have all the necessary documents and information ready before you begin filling out the form.
2. Begin by entering your personal details such as your full name, date of birth, contact information, and social security number. These details are necessary for identification purposes.
3. Fill in the section that requires your financial background, including your annual income, employment status, and any previous investment experience. Be honest and accurate while providing this information.
4. Next, you will need to choose the type of discretionary investment account you want to open. Understand the different options available and select the one that aligns with your investment goals and risk tolerance.
5. Provide information about your investment preferences, such as the desired asset allocation, investment strategies, and any specific investment restrictions you may have.
6. If you have any existing investment accounts, disclose them in the relevant section of the form.
7. Review the terms and conditions of the application form carefully. Understand the fee structure, withdrawal policies, and any other relevant details mentioned.
8. Sign and date the form once you have completed filling it out. Make sure to read the declaration statement before signing to ensure you understand the implications of your application.
9. Keep a copy of the completed form for your records and submit the original form to the designated authority as per the instructions provided.

Who needs discretionary investment application form:

1. Individuals looking to have professional investment managers handle their investment portfolios may need a discretionary investment application form.
2. High-net-worth individuals or institutional investors who want a personalized investment approach and have substantial assets to invest may require a discretionary investment application form.
3. People who lack the time, expertise, or desire to handle their investments actively and prefer to delegate the investment decisions to professionals may find a discretionary investment application form suitable for their needs.

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What is discretionary investment application form?

Discretionary investment application form is a document that allows individuals or entities to apply for discretionary investment services from a financial institution or investment firm.

Who is required to file discretionary investment application form?

Individuals or entities who wish to have their investments managed on a discretionary basis are required to file the discretionary investment application form.

How to fill out discretionary investment application form?

To fill out the discretionary investment application form, you need to provide personal or entity information, investment objectives, risk tolerance, financial goals, and any other relevant details requested on the form.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to gather necessary information about the investor's financial situation, investment goals, risk tolerance, and other relevant details to help the financial institution or investment firm provide appropriate investment management services.

What information must be reported on discretionary investment application form?

The discretionary investment application form may require information such as personal or entity details, investment goals, risk tolerance, financial situation, investment experience, and any other relevant information requested by the financial institution or investment firm.