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MINIMUM DISCLOSURE DOCUMENT African Alliance Equity Prescient Fund (Class A) ISIN ZAE000200994 BENCHMARK FTSE/USE All Share PORTFOLIO DATE 29 April 2016 ASIA CATEGORY South African Equity General
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Begin by carefully reading through the instructions provided with the form. This will ensure that you understand the requirements and any specific information that needs to be provided.
02
Fill in your personal details accurately, including your name, contact information, and date of birth.
03
Provide your financial information, such as your current income, employment details, and any existing investments or assets you own.
04
Indicate your investment objectives and risk tolerance. This will help the investment firm understand your goals and suggest suitable investment options.
05
Specify the amount you wish to invest and whether you have any specific preferences or restrictions regarding the investment.
06
Sign and date the form, ensuring that all required fields are completed before submission.

Who needs a discretionary investment application form?

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Individuals who are interested in investing their money and seeking professional management of their investments.
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Investors who are looking for personalized investment strategies that align with their goals, risk tolerance, and financial situation.
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Those who prefer to delegate investment decisions to professional investment managers, who have expertise in the investment field.
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Individuals who want to benefit from the potential advantages of discretionary investment management, such as diversification, access to a wider range of investment opportunities, and ongoing monitoring of their investments.
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Investors who are willing to pay fees for discretionary investment management services in exchange for the expertise and personalized approach offered by investment professionals.
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Discretionary investment application form is a document required by investment firms to allow a financial advisor to make investment decisions on behalf of the client without requiring approval for each transaction.
Individuals who want their financial advisor to have the authority to make investment decisions on their behalf are required to file a discretionary investment application form.
To fill out a discretionary investment application form, you will need to provide personal information, investment goals, risk tolerance, and authorization for the financial advisor to manage your investments.
The purpose of discretionary investment application form is to give the financial advisor the authority to make investment decisions on behalf of the client without needing approval for each transaction.
Information such as client's personal details, investment objectives, risk tolerance, and authorization for the financial advisor to manage investments must be reported on discretionary investment application form.
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