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 0.62× 0.16% Fund (Net of Fees) Benchmark 2.36× 2.92× 8.21× 9.59× 1.71× 5.97% Strategy

How to fill out discretionary investment application form

How to fill out a discretionary investment application form:

1. Begin by carefully reading the instructions provided on the form. This will give you a clear understanding of the information required and any specific guidelines for completion.
2. Start by providing your personal information, such as your full name, contact details, and any other requested identification details. This ensures that the application can be properly linked to you.
3. Fill in the investment objectives section, where you need to specify your financial goals and the purpose of your investment. This will help the investment firm understand your needs and make appropriate investment decisions on your behalf.
4. Complete the risk assessment section, which typically asks about your risk tolerance and investment experience. Be honest and accurate in your responses to ensure that the investment strategy aligns with your comfort level.
5. Provide details about your financial situation, including your income, assets, and liabilities. This information helps the investment firm assess your suitability for the discretionary investment service.
6. If applicable, declare any conflicts of interest or additional information that may be relevant to the application. This ensures transparency and helps the investment firm make informed decisions.
7. Review the completed application form before submission to verify that all the required fields are filled in accurately. Double-check for any errors or missing information that could delay the processing of your application.
8. Sign and date the form. This signifies your agreement to the terms and conditions outlined in the application and confirms that the information provided is true and correct.

Who needs a discretionary investment application form?

1. Individuals who wish to delegate the management of their investment portfolio to a professional fund manager often need a discretionary investment application form. This form allows them to express their investment objectives, risk tolerance, and other relevant details.
2. Investors who want their investments to be managed on a discretionary basis, meaning the fund manager has the authority to make investment decisions without obtaining prior consent for each transaction, will need to complete this form.
3. People who prefer a hands-off approach to managing their investments and rely on the expertise and guidance of professional fund managers often use discretionary investment services, requiring them to fill out the application form.

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What is discretionary investment application form?

The discretionary investment application form is a document used to request a bank or financial institution to manage and invest funds on behalf of a client without having to consult the client for each individual investment decision.

Who is required to file a discretionary investment application form?

Clients who wish to have a financial institution manage and invest their funds on a discretionary basis 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, clients must provide personal information, investment goals, risk tolerance, and authorization for the financial institution 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 give clients the opportunity to delegate investment decision-making to a financial institution and have their funds managed professionally.

What information must be reported on discretionary investment application form?

The discretionary investment application form must include personal information, investment objectives, risk tolerance, assets and income details, as well as authorization for the financial institution to make investment decisions on behalf of the client.