Get the free Discretionary Investment Application Form - African Alliance

High Income Fund BENCHMARK ALBA PORTFOLIO DATE 29 April 2016 INCEPTION November 1995 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

How to fill out a discretionary investment application form:

1. Start by carefully reading the instructions: Ensure that you have a clear understanding of the information required and any specific guidelines mentioned in the form.
2. Personal information: Begin by filling in your personal details such as name, address, contact number, and email. Provide accurate and up-to-date information to avoid any discrepancies or communication issues.
3. Investment objectives: Articulate your investment goals and objectives clearly. Specify whether you are looking for long-term growth, income generation, or capital preservation. This will help the investment manager tailor a suitable investment strategy for you.
4. Risk profile: Assess your risk tolerance level by considering factors like your age, financial situation, investment experience, and personal preferences. A questionnaire might be provided to determine your risk appetite, so answer honestly and provide comprehensive responses.
5. Financial information: Declare your financial situation, including your income, assets, liabilities, and any other relevant financial information. This assists the investment manager in understanding your financial capacity and making appropriate investment recommendations.
6. Investment experience: Indicate your level of investment experience and knowledge. This helps the investment manager assess your understanding of investment products and tailor their advice accordingly.
7. Signing and dating: Carefully review the completed form and ensure all necessary fields are filled out accurately. Sign and date the application form where indicated.

Who needs a discretionary investment application form:

1. Individuals seeking professional investment management: If you prefer to delegate your investment decisions to a professional portfolio manager, a discretionary investment application form is necessary. This form enables the investment manager to understand your financial goals, risk tolerance, and investment preferences.
2. High-net-worth individuals: Discretionary investment services are often suited for high-net-worth individuals who have significant investment portfolios and require personalized, tailored investment strategies.
3. Investors lacking time or expertise: Those who lack the time or expertise to actively manage their investments may choose to utilize discretionary investment services. This form allows the investment manager to make investment decisions on your behalf within the agreed-upon investment constraints.

By following the steps outlined above, individuals interested in discretionary investment services can effectively fill out the application form and provide the necessary information to the investment manager.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request permission to manage investments on behalf of a client without needing to obtain approval for each individual transaction.

Who is required to file discretionary investment application form?

Financial advisors and investment managers who want to manage investments 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, one must provide details about their investment strategy, risk tolerance, client information, and any relevant certifications or licenses.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to establish a legal agreement between the client and the investment manager, outlining the terms and conditions of the discretionary investment management relationship.

What information must be reported on discretionary investment application form?

Discretionary investment application form must include details about the client's investment goals, risk tolerance, investment preferences, and any restrictions or limitations on the investment manager's authority.