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 March 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 obtaining the necessary application form from the investment firm or financial institution offering the discretionary investment services.
2. Carefully read through the instructions and requirements provided with the form to ensure you understand what information and documents are needed.
3. Begin by filling out the personal information section of the form, including your full name, contact details, and any other requested information such as your date of birth and social security number.
4. Provide information about your investment objectives, such as your risk tolerance, desired asset allocation, and any specific investment preferences you may have.
5. Declare your financial situation by disclosing details about your income, employment status, and assets, as well as any liabilities or debts you may have.
6. If applicable, indicate any existing investment accounts you have with the firm or other financial institutions.
7. For joint accounts, include the necessary information for the co-applicant, such as their personal details and their relationship to you.
8. Review the terms and conditions provided with the form, ensuring that you understand and agree to all the outlined terms.
9. If required, append any supporting documents such as identification, bank statements, or proof of address to the application form.
10. Sign and date the form, certifying that the information provided is accurate to the best of your knowledge.
11. Finally, submit the completed application form to the investment firm or financial institution as instructed, either through mail, in person, or via any online submission methods available.

Who needs a discretionary investment application form?

1. Individuals who are seeking to have a professional asset manager make investment decisions on their behalf may need to fill out a discretionary investment application form.
2. Investors who prefer to have their investments managed by a professional and who are willing to entrust the investment decisions to an experienced investment manager often utilize discretionary investment services.
3. High-net-worth individuals or those with substantial investment portfolios may find discretionary investment services beneficial to save time and effort in managing their investments while accessing expert advice.
4. Investors who lack the knowledge, time, or desire to actively manage their investments themselves may also require a discretionary investment application form to begin the process of engaging a professional asset manager.
5. Adhering to any legal or regulatory requirements, financial institutions providing discretionary investment services may require individuals to complete an application form as part of the onboarding process.

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What is discretionary investment application form?

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

Who is required to file discretionary investment application form?

Any individual or entity seeking to have their investments managed on a discretionary basis is required to file the discretionary investment application form.

How to fill out discretionary investment application form?

To fill out the discretionary investment application form, one must provide personal information, investment goals, risk tolerance, and any other relevant financial details.

What is the purpose of discretionary investment application form?

The purpose of the discretionary investment application form is to provide the financial institution or investment firm with the necessary information to manage the client's investments on their behalf.

What information must be reported on discretionary investment application form?

The discretionary investment application form typically requires information such as personal details, financial goals, investment objectives, risk tolerance, and investment preferences.