Get the free Discretionary Investment Application Form - African Alliance

GLOBAL MANAGED FUND Fact Sheet Performance (%) Annual Return One Month Three Month Six Month Year to Date 3.37× 2.88% Fund (Net of Fees) Benchmark 1.34× 3.08× 8.36× 10.04× 1.08× 6.14% Strategy

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 on the form. This will give you a clear understanding of the required information and any supporting documents that may be needed.
2. Begin filling out the form by providing your personal information, including your full name, contact details, and social security number.
3. Next, indicate the type of discretionary investment you are interested in, such as stocks, bonds, mutual funds, or real estate investment trusts (REITs). Be specific and provide any additional details requested.
4. If you are applying for a joint account or on behalf of a company or organization, fill in the necessary details for the co-applicant or the entity.
5. The form may ask you to specify your investment objectives, risk tolerance, and time horizon. Be as accurate as possible in selecting your investment preferences.
6. Provide your financial details, including your annual income, net worth, and liquid assets. These figures are essential in determining your eligibility and suitability for certain investment opportunities.
7. If you have any existing brokerage or investment accounts, disclose them on the form. This will help the investment firm assess your overall portfolio and ensure proper alignment with your investment goals.
8. Carefully review your responses before submitting the form. Double-check for accuracy and completeness to avoid any potential delays or rejections.
9. Lastly, sign and date the form, indicating your agreement to the terms and conditions outlined within the application.

Who needs a discretionary investment application form?

1. Individuals who wish to have professional investment managers make investment decisions on their behalf may need a discretionary investment application form.
2. It is often used by individuals with significant investable assets who prefer to delegate investment decision-making to experts.
3. Companies or organizations seeking to invest funds in various asset classes may also require a discretionary investment application form to engage professional investment services.

Overall, this form caters to those looking for a customized investment approach and professional management of their portfolios.

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What is discretionary investment application form?

Discretionary investment application form is a document used by investors to apply for discretionary investment services, where the investment decisions are made on their behalf by a portfolio manager.

Who is required to file discretionary investment application form?

Investors who wish to delegate investment decisions to a portfolio manager are required to file the 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 information, investment goals, risk tolerance, and sign the document to authorize the portfolio manager to make investment decisions on their behalf.

What is the purpose of discretionary investment application form?

The purpose of discretionary investment application form is to formalize the agreement between an investor and a portfolio manager for the management of investments on a discretionary basis.

What information must be reported on discretionary investment application form?

Discretionary investment application form must include information such as investor's personal details, investment objectives, risk profile, investment preferences, and authorization for the portfolio manager to manage investments.