Get the free Discretionary Investment Application Form - African Alliance

MINIMUM DISCLOSURE DOCUMENT African Alliance SA S&P GIVE Equity Prescient Fund (Class A) ISIN ZAE000201000 BENCHMARK S&P SAG IVI LMC Index PORTFOLIO DATE 31 May 2016 ASIA CATEGORY South African Equity

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 application form. Understand the purpose and requirements of the form.
2. Begin by entering your personal information accurately and legibly, including your full name, address, contact details, and any other relevant details requested.
3. Provide information about your financial situation, such as your annual income, employment status, and assets. Make sure to disclose all relevant information truthfully.
4. Indicate the type of discretionary investment you are interested in, whether it is stocks, bonds, mutual funds, or other investment options. Specify the amount you wish to invest and any specific instructions or preferences.
5. If you are submitting the application through a financial advisor or broker, ensure they fill out their details and provide any necessary certifications and signatures.
6. Review the completed form thoroughly to ensure accuracy and completeness. Make any necessary corrections or additions before submitting it.
7. Gather any supporting documents that may be required, such as identification proof, proof of address, or income verification. Attach these documents securely to the form, following the instructions provided.
8. Keep a photocopy or electronic copy of the completed form and supporting documents for your records.
9. Submit the filled-out application form and supporting documents to the designated authority or institution. Follow any additional instructions for submission, such as via mail, email, or online submission.
10. Finally, keep track of the submission by noting the date sent and any confirmation or reference numbers provided. Follow up with the institution if you have not received any acknowledgment within a reasonable time frame.

Who needs a discretionary investment application form:

1. Individuals who wish to invest their money in various assets, such as stocks, bonds, or mutual funds, with the assistance of a professional fund manager.
2. Clients who prefer to delegate investment decisions to financial experts, allowing them to make discretionary investment choices on their behalf.
3. Investors who are seeking potentially higher returns but are willing to take on the risk associated with market fluctuations and the decisions of the fund manager.
4. Those who have a significant amount of investable assets and are interested in diversifying their portfolio through a discretionary investment strategy.
5. Individuals who have a long-term investment goal and can afford to tie up their funds for an extended period.
6. Sophisticated investors who have experience or have received proper financial advice and understand the risks involved in discretionary investments.
7. Clients who value convenience and prefer not to be actively involved in the day-to-day management of their investments.

Note: It is always advisable to consult with a financial advisor or investment professional to assess your personal financial situation and determine if a discretionary investment is suitable for your needs and risk tolerance.

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What is discretionary investment application form?

Discretionary investment application form is a form that allows individuals or entities to apply for discretionary investment management services.

Who is required to file discretionary investment application form?

Any individual or entity seeking to utilize discretionary investment management services 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, the applicant must provide information about their financial goals, risk tolerance, investment preferences, and any other relevant details.

What is the purpose of discretionary investment application form?

The purpose of the discretionary investment application form is to gather information about the applicant's investment objectives and preferences in order to tailor the investment management services to their needs.

What information must be reported on discretionary investment application form?

The discretionary investment application form typically requires the applicant to provide personal information, financial information, investment goals, risk tolerance, and any other relevant details.