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Discretionary Portfolio Account Opening FormPUREPRIDEIndividualJointCorporatePortfolio Account Number Name of the Client(s) Contact Number BO Account Number160577PLUS00A/C Opening Date Account NamePRINCIPAL

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What is non-discretionary portfolio account?

A non-discretionary portfolio account is an investment account where the account holder makes all the investment decisions.

Who is required to file non-discretionary portfolio account?

Individuals or entities who hold non-discretionary portfolio accounts are required to file them.

How to fill out non-discretionary portfolio account?

To fill out a non-discretionary portfolio account, the account holder must provide detailed information about the investments made within the account.

What is the purpose of non-discretionary portfolio account?

The purpose of a non-discretionary portfolio account is to track and report on the investments made by the account holder.

What information must be reported on non-discretionary portfolio account?

The account holder must report information about the investments made, including asset types, quantities, and values.

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