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INVESTMENT MANDATE This investment mandate has been issued to the Executive Director of Forges Bank Investment Management (BIM) pursuant to the Executive Boards decision of 17 December 2009, and as

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How to fill out investment mandate

01

To fill out an investment mandate, follow these steps:

02

Start by providing basic information about yourself, such as your name, address, and contact details.

03

Specify your investment goals and objectives. Define whether you are looking for long-term growth, income generation, or capital preservation.

04

Determine your risk tolerance level. This will help your investment manager understand how conservative or aggressive your investment strategy should be.

05

Outline any specific investment preferences you may have. For example, you may want to focus on certain industries or regions.

06

Provide details about your current financial situation, including your income, expenses, assets, and liabilities.

07

Indicate your investment time horizon. Let your investment manager know if you have any specific time frame in mind for achieving your goals.

08

Specify the investment instruments or asset classes you are interested in. This can include stocks, bonds, mutual funds, real estate, or other alternatives.

09

Determine your target investment allocation. Decide how you want your portfolio to be distributed across different asset classes.

10

Define any restrictions or limitations on your investment strategy. For example, you may not be comfortable with investing in certain industries or companies.

11

Review all the information provided, ensure its accuracy, and sign the investment mandate document.

Who needs investment mandate?

01

Investment mandates are required by individuals or institutional investors who want to delegate the management of their investment portfolios to professionals.

02

This includes individuals who may not have the time, expertise, or interest to actively manage their investments.

03

Institutional investors such as pension funds, endowments, and foundations also commonly use investment mandates to communicate their investment objectives and guidelines to asset managers.

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What is investment mandate?

The investment mandate is a document that outlines the specific objectives and guidelines for managing an investment portfolio.

Who is required to file investment mandate?

Investment managers and financial institutions are required to file investment mandates.

How to fill out investment mandate?

To fill out an investment mandate, one must include details such as investment objectives, risk tolerance, asset allocation, and any restrictions on investments.

What is the purpose of investment mandate?

The purpose of an investment mandate is to provide clarity and direction on how the investment portfolio should be managed in accordance with the client's goals.

What information must be reported on investment mandate?

Information such as investment objectives, risk appetite, investment restrictions, and asset allocation targets must be reported on an investment mandate.

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