Get the free Discretionary Investment Application Form - African Alliance

Offshore Fund BENCHMARK MSCI 65×, CITY WEB 25×, USD LIPID 10% PORTFOLIO DATE 31 March 2016 INCEPTION March 1999 PORTFOLIO MANAGER Won Fleet Performance (% net of fees) 1 month 3 months 6 months

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Start by reading the instructions carefully: Before filling out the form, make sure to thoroughly read the provided instructions. This will give you a clear understanding of the requirements, necessary documents, and important details.
2. Provide personal information: Begin by entering your personal information accurately. This may include your full name, date of birth, current address, and contact details. Double-check the information for any errors or typos.
3. State your investment objectives: Clearly state your investment goals and objectives in the designated section. Whether you are seeking long-term growth, income generation, or capital preservation, specify your preferences to help the investment manager understand your needs better.
4. Declare your risk tolerance: Assessing your risk tolerance is crucial for the investment manager to tailor the investment strategy to your comfort level. Indicate your risk tolerance, whether conservative, moderate, or aggressive, based on your financial goals and personal circumstances.
5. Provide financial information: Fill in your financial details, including your income, net worth, and liquid assets. Ensure that you include accurate and up-to-date information to help the investment manager assess your financial position effectively.
6. Complete the investment experience section: If applicable, provide details of your investment experience, including any previous investments or trading experience. This information helps the investment manager gauge your familiarity with various investment products.
7. Attach supporting documents: Check if any supporting documents are required, such as identification proof, bank statements, or income verification documents. Make sure to include these documents along with the application form to avoid delays in processing.
8. Review and sign the form: Carefully review all the provided information on the form for accuracy and completeness. Ensure that you have signed the application form in the designated area to validate your agreement and consent.

Who needs a discretionary investment application form?

1. Individuals seeking professional investment management: If you want a professional to manage your investments on your behalf, a discretionary investment application form is necessary to outline your preferences and authorize an investment manager to make investment decisions for you.
2. High-net-worth individuals: Those with a significant amount of wealth often opt for discretionary investment services to benefit from tailored investment strategies and personalized portfolio management.
3. Investors looking for a hands-off approach: If you prefer to free up time or lack the expertise to manage your investments actively, a discretionary investment application form allows you to delegate investment decisions to professionals, giving you a more hands-off approach.

Remember, while filling out a discretionary investment application form, it is essential to provide accurate and honest information. This will help the investment manager understand your financial objectives, risk tolerance, and investment needs effectively, enabling them to provide you with suitable investment recommendations.

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What is discretionary investment application form?

Discretionary investment application form is a document used by investors to give permission to an investment manager to make decisions on their behalf without requiring their approval for each transaction.

Who is required to file discretionary investment application form?

Any individual or entity who wants to delegate investment decision-making authority to an investment manager 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, the investor needs to provide personal information, investment objectives, risk tolerance, and any specific instructions for the investment manager.

What is the purpose of discretionary investment application form?

The purpose of a discretionary investment application form is to authorize an investment manager to make investment decisions on behalf of the investor 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 of the investor, investment objectives, risk tolerance, investment restrictions, and any specific instructions for the investment manager.