Get the free Discretionary Investment Application Form - African Alliance

Portfolio Fund BENCHMARK USE SIX 51×, ALBA 17×, ST EFI 17%, MSCI 9.75×, CITY WEB 3.75×, LIPID 1.5% PORTFOLIO DATE 29 April 2016 INCEPTION June 1998 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 gathering all the necessary information: Before you begin filling out the application form, make sure you have all the required information at hand. This may include personal details, financial information, and investment goals.
2. Read and understand the instructions: Carefully read through the instructions provided with the application form. This will help you understand the purpose of the form and the specific requirements.
3. Provide personal information: Begin by filling out your personal details such as your full name, address, contact information, and date of birth. Make sure to provide accurate information as it will be used for identification and communication purposes.
4. Provide financial information: The discretionary investment application form will typically require you to provide details about your financial situation. This may include your income, occupation, assets, liabilities, and any existing investments.
5. Specify investment goals and risk tolerance: Indicate your investment objectives and goals. This could include capital growth, income generation, or a combination of both. Additionally, you may be required to indicate your risk tolerance level, which may determine the type of investments suitable for you.
6. Provide supporting documents: Depending on the specific requirements of the application form, you may need to provide supporting documents such as identification proof, bank statements, tax documents, or other financial records. Ensure that you include all the necessary documents as per the instructions.
7. Review and sign: Once you have completed filling out the form, carefully review all the information provided to ensure accuracy. Correct any errors or omissions before signing the form. Signing the form verifies that the information provided is true and accurate to the best of your knowledge.

Who needs a discretionary investment application form?

1. Individuals looking to invest: The discretionary investment application form is typically required for individuals who are interested in investing their money. It enables them to seek professional investment management services tailored to their specific needs.
2. High net worth individuals: Discretionary investment services are often targeted towards high net worth individuals who have substantial assets and require specialized investment advice and management.
3. Investors seeking professional guidance: Some individuals may choose to fill out a discretionary investment application form to access professional guidance regarding their investment decisions. This allows them to benefit from the expertise and experience of investment professionals.
4. Those with complex financial situations: Individuals who have complex financial situations, multiple investment holdings, or unique investment preferences may find it beneficial to complete a discretionary investment application form. This ensures that the investment manager has a comprehensive understanding of their circumstances and can provide tailored advice.

In summary, anyone interested in professional investment management services, particularly high net worth individuals, individuals seeking guidance, and those with complex financial situations, may need to fill out a discretionary investment application form. The form requires individuals to provide personal and financial information, specify investment goals, and may require supporting documents.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request permission to make investment decisions on behalf of a client without needing to consult the client for each transaction.

Who is required to file discretionary investment application form?

Any investment advisor or broker who wishes to manage investments on behalf of a client without needing their approval on each decision 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 personal information, investment goals, 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 give the investment advisor or broker permission to make investment decisions on behalf of the client without needing approval for each transaction.

What information must be reported on discretionary investment application form?

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