Get the free Discretionary Investment Application Form - African Alliance

MINIMUM DISCLOSURE DOCUMENT African Alliance Equity Prescient Fund (Class B2) ISIN ZAE000200994 BENCHMARK FTSE/USE All Share PORTFOLIO DATE 31 July 2016 ASIA CATEGORY South African Equity General

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Start by gathering all necessary documentation and information. This may include your identification documents, proof of address, and financial statements.
2. Read the instructions carefully before filling out the form. Make sure you understand the purpose of the form and the information it requires.
3. Begin filling out the form by providing your personal details, such as your name, date of birth, and contact information. Double-check the accuracy of the information you provide.
4. Proceed to the section that requests information about your financial situation. This may include your income, assets, liabilities, and any existing investments. Be honest and accurate in providing this information.
5. If the form requires you to select investment preferences or risk tolerance, carefully consider your options and choose the ones that align with your financial goals and comfort level.
6. You may be asked to provide information about your previous investment experience or knowledge. Answer these questions truthfully, even if you have limited experience.
7. If the form has a section for additional comments or explanations, use this opportunity to further describe your investment goals or any specific requirements you may have.
8. Review the completed form thoroughly to ensure all information is accurate and complete. Make any necessary corrections before submitting it.

Who needs a discretionary investment application form:

1. Individuals who wish to have their investments managed by a professional investment manager.
2. Investors who want to delegate the decision-making process and have their investments made on their behalf.
3. Those who are willing to take on the risks associated with discretionary investment and trust the investment manager to make investment decisions on their behalf.

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What is discretionary investment application form?

Discretionary investment application form is a document that investors use to request a financial institution or a fund manager to make investment decisions on their behalf.

Who is required to file discretionary investment application form?

Investors who want to delegate investment decisions to a financial institution or fund manager are required to file discretionary investment application form.

How to fill out discretionary investment application form?

To fill out the discretionary investment application form, investors need to provide personal details, investment objectives, risk tolerance, investment preferences, and other relevant information.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to authorize a financial institution or fund manager to manage investments on behalf of the investor according to specified guidelines.

What information must be reported on discretionary investment application form?

Information such as investor's personal details, investment objectives, risk tolerance, investment preferences, and any specific instructions for managing the investments must be reported on the discretionary investment application form.