Get the free Discretionary Investment Application Form - African Alliance

Managed Fund BENCHMARK USE SIX 51%, ALBA 17×, ST EFI 17×, MSCI 9.75×, CITY WEB 3.75%, LIPID 1.5% PORTFOLIO DATE 31 May 2016 INCEPTION November 1995 PORTFOLIO MANAGER Won Fleet Performance (% net

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 the instructions provided. This will give you an overview of the information requested and any specific guidelines to be followed.
2. Provide personal information: Begin by entering your personal details such as your full name, address, contact number, and email address. Make sure to double-check the accuracy of the information you provide.
3. Specify your investment goals: Indicate your investment objectives, whether you are seeking capital growth, income, or both. Additionally, state your risk tolerance level, which will help the investment manager understand your comfort level with potential fluctuations in value.
4. Disclose financial information: Share details about your current financial situation, including your income, assets, and liabilities. This information is crucial for the investment manager to assess your financial capacity and make appropriate investment recommendations.
5. Provide investment preferences: Specify your preferred investment strategies or asset classes. This can include options such as equities, bonds, real estate, or other investment instruments. If you have any specific requirements or restrictions, make sure to mention them as well.
6. Agree to terms and conditions: Review the terms and conditions stated on the form and indicate your acceptance by signing and dating the document. This signifies your consent to the investment manager's policies and procedures.

Who needs a discretionary investment application form?

1. Individuals seeking professional investment management: The discretionary investment application form is typically required by individuals who wish to delegate the management of their investment portfolio to a professional advisor or asset management firm. This form helps the advisor understand the investor's goals, risk tolerance, and preferences.
2. High-net-worth individuals: Discretionary investment services are often tailored toward high-net-worth individuals who have substantial assets to be managed. These individuals may have complex investment needs and require customized investment strategies.
3. Trusts, foundations, and institutional investors: Discretionary investment application forms may also be used by trusts, foundations, and institutional investors that wish to hand over the management of their investment portfolios to a professional asset manager. These entities may have specific investment objectives and guidelines to be considered.

Remember, it is always recommended to seek professional advice when making investment decisions and filling out application forms.

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What is discretionary investment application form?

The discretionary investment application form is a document used to request authorization to make investment decisions on behalf of a client without needing their approval for each transaction.

Who is required to file discretionary investment application form?

Investment advisors and brokers who wish to manage investments on behalf of their clients without needing approval for each transaction 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, one must provide personal information, investment objectives, risk tolerance, and authorization to make investment decisions on behalf of the client.

What is the purpose of discretionary investment application form?

The purpose of the discretionary investment application form is to obtain authorization from the client to make investment decisions without needing their approval for each transaction.

What information must be reported on discretionary investment application form?

The discretionary investment application form must include personal information, investment objectives, risk tolerance, and authorization to make investment decisions on behalf of the client.