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 February 2016 INCEPTION June 1998 PORTFOLIO MANAGER Won Fleet Performance (%

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Review the instructions: Start by carefully reading the instructions provided with the form. Understand the purpose of the form and the information required to complete it accurately.
2. Personal information: Begin by filling in your personal details, including your full name, address, contact information, and any other requested information about your identity.
3. Financial information: Provide details about your financial situation. This may include your income, assets, liabilities, investment experience, risk tolerance, and any other relevant financial information required by the form.
4. Investment goals: Specify your investment objectives and goals. These could be long-term wealth accumulation, income generation, capital preservation, or any other financial objectives you may have.
5. Risk assessment: Answer any risk assessment questions honestly and accurately. This helps the investment provider understand your comfort level with potential investment risks and can guide them in selecting suitable investment options for you.
6. Investment preferences: Indicate your preferences regarding investment types, sectors, or asset classes. This helps the investment provider better understand your investment preferences and tailor their recommendations accordingly.
7. Terms and conditions: Carefully read and understand the terms and conditions associated with the discretionary investment. These may include fees, investment restrictions, performance benchmarks, and other important details. If you have any questions, seek clarification before signing the form.
8. Seek professional advice if needed: If you are unsure about any aspect of the discretionary investment application form, it is advisable to seek the assistance of a financial advisor or investment professional. They can guide you through the process and ensure that your investments align with your financial goals.

Who needs a discretionary investment application form?

1. Individuals seeking professional investment management: A discretionary investment application form is typically required by individuals who seek the services of professional investment managers or firms to handle their investments. This form allows the investment provider to understand the investor's financial situation, objectives, and preferences to formulate a suitable investment strategy.
2. High-net-worth individuals: Discretionary investment services are often tailored towards high-net-worth individuals who have significant investment portfolios and require personalized attention and expertise to manage their wealth effectively.
3. Investors looking for customized investment solutions: Some investors prefer to delegate investment decisions to professionals and benefit from tailored investment strategies aligned with their specific goals and risk tolerance. To access such services, they would need to fill out a discretionary investment application form.

In conclusion, filling out a discretionary investment application form involves providing personal and financial information, specifying investment goals and preferences, assessing risk tolerance, and understanding the terms and conditions of the investment. This form is typically required by individuals seeking professional investment management services, especially high-net-worth individuals who desire customized investment solutions. Seek professional advice if needed to ensure a comprehensive and accurate completion of the form.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request permission from an investment firm to make decisions on behalf of a client without needing prior approval for each transaction.

Who is required to file discretionary investment application form?

Clients who want their investment firm to have the authority to make decisions on their behalf without needing to consult them for each transaction are 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 needs to provide personal information, investment goals, risk tolerance, and give authorization for the investment firm to make decisions on their behalf.

What is the purpose of discretionary investment application form?

The purpose of a discretionary investment application form is to give permission to an investment firm to manage the client's investments without needing to consult them for each decision.

What information must be reported on discretionary investment application form?

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