Get the free Discretionary Investment Application Form - African Alliance

High Income Fund BENCHMARK ALBA PORTFOLIO DATE 31 January 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 provided with the form. This will ensure you understand the requirements and provide accurate information.
2. Begin by providing your personal information, such as your full name, address, contact details, and social security number.
3. Fill in the section that requires you to specify the type of investment account you are applying for. This could be an individual account, joint account, or corporate account.
4. Provide information about your investment objectives and risk tolerance. This helps the investment firm understand your goals and tailor their services accordingly.
5. Indicate your financial situation by filling in details about your income, employment status, assets, liabilities, and investment experience.
6. If you already have existing investment accounts, provide details about them as requested in the form.
7. Review the terms and conditions of the agreement carefully and make sure you understand them. Seek professional advice if required.
8. Sign and date the application form to certify that the information provided is accurate and complete.
9. If there are any additional documents required, attach them to the application form before submitting it.

Who needs a discretionary investment application form?

1. Individuals: Those who wish to have a professional investment firm manage their investment portfolio on their behalf may need to fill out a discretionary investment application form.
2. Businesses: Corporations or other types of organizations that want to delegate investment decisions to a professional investment manager often require a discretionary investment application form.
3. HNIs (High Net Worth Individuals): Individuals with substantial assets and complex financial circumstances may opt for discretionary investment services and, therefore, need to complete a discretionary investment application form.

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What is discretionary investment application form?

Discretionary investment application form is a document that allows an individual or organization to apply for discretionary investment services with a financial institution or investment firm.

Who is required to file discretionary investment application form?

Any individual or organization that wants to avail of discretionary investment services from a financial institution or investment firm 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 applicant must provide information about their investment goals, risk tolerance, financial situation, and any specific investment preferences.

What is the purpose of discretionary investment application form?

The purpose of a discretionary investment application form is to gather information about the applicant's investment objectives, financial situation, and risk tolerance in order to tailor a suitable investment strategy.

What information must be reported on discretionary investment application form?

Information such as the applicant's financial goals, risk tolerance, income level, investment experience, and any specific investment preferences must be reported on the discretionary investment application form.