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Investment Application Form How to Invest 1. 2.3.4. Before investing, please read the Terms and Conditions of this investment (attached hereto), as well as the Prospectus of Prescient Global Funds

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How to fill out discretionary investment application form

01

To fill out a discretionary investment application form, follow these steps:

02

Start by providing your personal information such as your full name, contact details, and address.

03

Indicate the type of discretionary investment account you are applying for.

04

Provide details about your investment goals and objectives.

05

Specify the amount of funds you are planning to invest and the preferred investment timeframe.

06

Disclose your investment experience and risk tolerance.

07

Complete the financial information section, including details about your income, assets, and liabilities.

08

Attach any required supporting documents, such as identification proofs, proof of income, or address verification.

09

Review the completed form for accuracy and make any necessary corrections.

10

Once you are satisfied with the information provided, sign the application form.

11

Submit the filled-out form to the relevant authority or investment firm for processing.

Who needs discretionary investment application form?

01

Anyone who wishes to utilize discretionary investment services provided by an investment firm needs to fill out a discretionary investment application form.

02

This form is required by individuals who want the investment firm to have discretion and control over their investment decisions, allowing the firm to buy, sell, and manage investments on their behalf.

03

Typically, individuals with substantial funds who prefer professional management of their investment portfolios choose to fill out a discretionary investment application form.

04

It is important to ensure that you meet the eligibility criteria mentioned by the investment firm for accessing discretionary investment services before filling out this form.

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What is discretionary investment application form?

The discretionary investment application form is a document that allows individuals or organizations to request permission to make investments on behalf of clients without obtaining their prior approval for each transaction.

Who is required to file discretionary investment application form?

Financial advisors, investment firms, and individuals seeking to make investments on behalf of others are required to file the discretionary investment application form.

How to fill out discretionary investment application form?

To fill out the discretionary investment application form, applicants must provide personal information, details of the proposed investments, and justification for seeking discretionary authority.

What is the purpose of discretionary investment application form?

The purpose of the discretionary investment application form is to obtain authorization to make investment decisions on behalf of clients without needing to seek their approval for each transaction.

What information must be reported on discretionary investment application form?

Applicants must report their personal information, details of the proposed investments, investment strategy, risk tolerance of clients, and justification for seeking discretionary authority.

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