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 August 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 the necessary documents and information. This may include your identification details, financial statements, risk tolerance assessment, and any other required supporting documents.
2. Carefully read and understand the instructions provided with the application form. Take note of any special requirements or additional documents that may be needed.
3. Begin by filling out your personal information accurately. This typically includes your full name, contact details, date of birth, and social security number or tax identification number.
4. Provide details about your investment objectives and goals. This helps the investment firm understand your expectations and tailor the investment strategy accordingly.
5. Indicate your risk tolerance level. This is important for determining the type of investments that are suitable for you. Assess your risk appetite carefully and answer the questions honestly.
6. In the form, include details about your financial situation. This may involve disclosing your income, net worth, and any outstanding debts or financial commitments.
7. If the application form includes a section for investment preferences, specify any particular sectors or types of investments you are interested in. This helps the investment firm align your portfolio with your preferences.
8. Sign and date the application form where required. Review all the information provided to ensure accuracy and completeness.
9. Submit the completed application form along with any supporting documents as instructed. It's advisable to keep a copy of the filled form for your reference.

Who needs a discretionary investment application form?

1. Individuals who wish to have a professional investment manager make investment decisions on their behalf may need to complete a discretionary investment application form. This form allows investment firms to understand the client's preferences and risk tolerance.
2. People who have substantial financial assets but lack the time, expertise, or inclination to manage their investments themselves often choose to engage a discretionary investment manager. The application form helps establish the client's investment objectives and aids in creating a suitable portfolio.
3. Investors who prefer to delegate investment decisions to professionals, allowing them to focus on other aspects of their life or business, can benefit from completing a discretionary investment application form. This grants the chosen investment manager the authority to make investment decisions without requiring the client's approval for every transaction.

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What is discretionary investment application form?

The discretionary investment application form is a document that allows individuals to give authority to an investment manager to make investment decisions on their behalf.

Who is required to file discretionary investment application form?

Individuals who want to give authority to an investment manager to make investment decisions on their behalf 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, individuals need to provide personal information, investment goals, risk tolerance, and authorize the investment manager to make decisions.

What is the purpose of discretionary investment application form?

The purpose of the discretionary investment application form is to formalize the agreement between an individual and an investment manager to manage investments on behalf of the individual.

What information must be reported on discretionary investment application form?

The discretionary investment application form typically requires personal information, investment preferences, risk tolerance, and authorization for the investment manager to make decisions.