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GAIN CAPITAL GROUP, LLC Bed minster One 135 US Highway 202/206 Suite 11 Bed minster, NJ 07921 Discretionary Account Agreement Futures and Options Trading Authorization The undersigned hereby authorizes

How to fill out discretionary account agreement

How to fill out discretionary account agreement

1. Read the discretionary account agreement thoroughly before starting to fill it out.
2. Gather all the necessary information and documents required to complete the agreement.
3. Follow the instructions given in the agreement to provide accurate and relevant information.
4. Fill in the personal details such as name, address, contact information, etc.
5. Specify the terms and conditions of the discretionary account agreement.
6. Provide details about the investment goals and objectives.
7. Include information about the investment strategy and risk tolerance.
8. Indicate any specific instructions or limitations for the discretionary account.
9. Review the completed form for any errors or missing information.
10. Sign and date the agreement.
11. Submit the filled-out discretionary account agreement to the appropriate party for review and approval.

Who needs discretionary account agreement?

1. Individual investors who wish to delegate the decision-making authority of their investments to a professional money manager may need a discretionary account agreement.
2. High net worth individuals or institutional investors who want personalized investment management services and prefer not to be involved in day-to-day investment decisions may also require a discretionary account agreement.
3. Financial firms, such as investment advisory firms or wealth management firms, may need discretionary account agreements to establish the terms of their relationship with clients.
4. Money managers, investment advisors, or portfolio managers who handle investments on behalf of clients may also use discretionary account agreements to define the scope of their authority.

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What is discretionary account agreement?

Discretionary account agreement is a contract between an investor and a broker or investment adviser that allows the broker or adviser to make investment decisions on behalf of the investor without prior approval for each transaction.

Who is required to file discretionary account agreement?

Investors who wish to give their broker or investment adviser the authority to make investment decisions on their behalf are required to file a discretionary account agreement.

How to fill out discretionary account agreement?

To fill out a discretionary account agreement, investors need to provide their personal information, investment goals, risk tolerance, and any specific instructions or limitations for the broker or adviser.

What is the purpose of discretionary account agreement?

The purpose of discretionary account agreement is to authorize a broker or investment adviser to make investment decisions on behalf of the investor without the need for prior approval for each transaction.

What information must be reported on discretionary account agreement?

Discretionary account agreement must include investor's personal information, investment objectives, risk tolerance, specific instructions or limitations, and the broker or adviser's responsibilities.