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Offshore Fund BENCHMARK MSCI 65×, CITY WEB 25×, USD LIPID 10% PORTFOLIO DATE 29 April 2016 INCEPTION March 1999 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months
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How to fill out a discretionary investment application form:

01
Start by carefully reading the instructions and guidelines provided with the application form. This will give you an understanding of what information is required and how to accurately complete the form.
02
Begin by providing your personal information, such as your full name, contact details, and any other relevant identification information requested.
03
If applicable, provide information regarding your financial background, including your current income, assets, and liabilities. This helps the investment firm assess your suitability for a discretionary investment.
04
Indicate the type of discretionary investment services you are seeking. This could include options like portfolio management or advisory services.
05
Provide details about your investment objectives, such as your desired level of risk tolerance, investment goals, and time horizon. This helps the investment firm tailor their services to meet your specific needs.
06
If required, include information about any specific investments or assets you wish to incorporate into your discretionary investment portfolio.
07
If applicable, disclose any conflicts of interest or potential risks associated with your investment preferences or financial situation.
08
Carefully review the completed application form to ensure accuracy and completeness. Make any necessary corrections or additions before submitting it to the investment firm.

Who needs a discretionary investment application form?

A discretionary investment application form is typically required by individuals or institutional investors who wish to delegate the management of their investment portfolio to a professional investment firm. It is suitable for individuals who prefer to have the investment decisions made on their behalf by experienced investment managers. This form allows investors to specify their investment objectives, risk preferences, and other relevant details, providing the investment firm with the necessary information to manage the portfolio in accordance with the investor's goals and preferences.
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Discretionary investment application form is a document used to apply for authorization to make investment decisions on behalf of a client without obtaining their consent for each transaction.
Investment advisors and brokers who wish to manage client assets on a discretionary basis are required to file a discretionary investment application form.
To fill out the discretionary investment application form, the applicant must provide personal information, details of their investment experience, proposed investment strategies, and any additional documentation required by the regulatory authority.
The purpose of the discretionary investment application form is to ensure that individuals seeking authorization to make investment decisions on behalf of clients meet the necessary regulatory requirements.
The discretionary investment application form typically requires information such as the applicant's personal details, investment experience, proposed investment strategies, and any previous disciplinary history.
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