Get the free Discretionary Investment Application Form - African Alliance

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

How to fill out discretionary investment application form

1. To fill out a discretionary investment application form, start by gathering all the necessary documents and information. This may include your personal identification details, financial statements, investment objectives, and risk tolerance.
2. Carefully read through the instructions and guidelines provided on the application form. Make sure you understand the terms and conditions, as well as any requirements or restrictions associated with the discretionary investment.
3. Begin by providing your personal information such as your full name, contact details, and social security number. This information is crucial for the investment firm to identify and verify your identity.
4. Next, fill in the section regarding your investment objectives. This may involve specifying whether you are seeking capital appreciation, income generation, or a combination of both. Consider your financial goals and time horizon when determining your investment objectives.
5. Indicate your risk tolerance level on the form. This typically ranges from conservative to aggressive. Assess your comfort level with market fluctuations and potential investment losses to accurately determine your risk appetite.
6. If you have any specific investment preferences or restrictions, state them clearly on the application form. Some investors may have ethical or religious considerations that impact their investment decisions.
7. Provide details about your financial situation, including your income, assets, and liabilities. This information helps the investment firm assess your financial capacity and suitability for certain investments.
8. If you have any previous investment experience or qualifications, disclose them on the form. This information can demonstrate your familiarity with financial markets and potentially influence the discretionary investment manager's decision-making process.
9. Lastly, carefully review the completed form to ensure accuracy and completeness. Make sure you have answered all the required questions and attached any supporting documents as requested.

Who Needs a Discretionary Investment Application Form:

1. Individuals looking for professional portfolio management services may need to fill out a discretionary investment application form. This form allows them to authorize an investment firm or advisor to make investment decisions on their behalf.
2. High-net-worth individuals or institutional investors seeking customized investment solutions often utilize discretionary investment services. The application form helps gather the necessary information for the investment firm to tailor their investment approach according to the client's objectives and risk tolerance.
3. Investors who prefer to delegate the day-to-day investment decisions to professionals can benefit from discretionary investment management. By filling out the application form, they can provide the necessary instructions and guidelines for the investment manager.

Remember, it is always recommended to consult with a qualified financial advisor or professional when considering discretionary investments to ensure they align with your specific financial circumstances and goals.

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What is discretionary investment application form?

Discretionary investment application form is a document used to request permission to make investment decisions on behalf of a client without requiring their approval for each transaction.

Who is required to file discretionary investment application form?

Investment advisors and brokers who want to manage investments on behalf of clients without obtaining prior approval for each transaction are required to file discretionary investment application form.

How to fill out discretionary investment application form?

To fill out a discretionary investment application form, one must provide information about the client, investment strategy, risk tolerance, and other relevant details as requested on the form.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to grant authority to an investment advisor or broker to make investment decisions on behalf of a client without needing their approval for each transaction.

What information must be reported on discretionary investment application form?

Information such as client details, investment objectives, risk tolerance, investment strategy, and authorization terms must be reported on discretionary investment application form.