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Discretionary Investment Request Complete this form to recommend a change to the investments and/or holdings for your donor advised fund. Before recommending an allocation, please review Nets Investment

How to fill out discretionary investment request

How to fill out a discretionary investment request:

1. Start by obtaining a copy of the discretionary investment request form. This form is typically provided by the investment firm or financial institution that offers discretionary investment services.
2. Carefully read through the form and make sure you understand each section and the information required. It is important to provide accurate and complete information to ensure your investment request is properly processed.
3. Begin filling out the form by entering your personal details, such as your full name, contact information, and any relevant identification numbers or account numbers.
4. Specify the type of discretionary investment request you are making. This could include options such as portfolio management, investment advisory services, or specific investment strategies you are interested in.
5. Clearly outline your investment objectives and goals. This is an important section as it helps the investment firm understand what you hope to achieve through your investments. Whether your goal is growth, income, or preservation of capital, be sure to provide specific and realistic expectations.
6. Provide information about your risk tolerance. This helps the investment firm understand how comfortable you are with potential fluctuations in the value of your investments. It is important to be honest in assessing your risk tolerance, as this will help match you with appropriate investment strategies.
7. Disclose your financial situation, including details about your income, expenses, assets, and liabilities. This information helps the investment firm assess your financial capacity to make investments and also helps determine the suitability of investment strategies.
8. Answer any additional questions or sections on the form, such as tax considerations, investment experience, and any specific preferences or restrictions you have when it comes to your investments.
9. Review the completed form to ensure all sections are properly filled out and all information provided is accurate and up-to-date.
10. Sign and date the form as required and submit it to the designated party or department. It is recommended to keep a copy of the completed form for your records.

Who needs discretionary investment request?

1. Individuals who are looking for professional investment management and guidance may need a discretionary investment request. This service is particularly valuable for those who lack the time, expertise, or interest to actively manage their investments.
2. High-net-worth individuals or families who have significant investment portfolios may opt for discretionary investment services to benefit from the expertise and resources of professional investment advisors.
3. Investors who want a tailored and customized investment approach, based on their specific financial goals, risk tolerance, and preferences, can benefit from a discretionary investment request. This allows them to delegate investment decisions to trusted professionals who can manage their investments on their behalf.

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What is discretionary investment request?

Discretionary investment request is a formal application for approval to make investment decisions on behalf of a client without needing to consult them for every transaction.

Who is required to file discretionary investment request?

Financial advisors or investment managers who wish to manage investments on behalf of clients without constant approval.

How to fill out discretionary investment request?

Discretionary investment requests are typically filled out with detailed information about the client's investment goals, risk tolerance, and any specific instructions or restrictions.

What is the purpose of discretionary investment request?

The purpose of a discretionary investment request is to allow financial professionals to make timely decisions on behalf of clients and execute trades without delays in seeking approval.

What information must be reported on discretionary investment request?

Information such as the client's investment objectives, risk tolerance, specific securities or asset classes to be invested in, and any limitations or restrictions.