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INVESTMENT MANDATE Entered into betweenMagwitch Securities (Pty) Ltd hereinafter referred to as MagwitchANDhereinafter referred to as the Investors the rendering of intermediary services and the management
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How to fill out investment mandate - magwitch

01
To fill out an investment mandate, follow these steps: 1. Begin by gathering all necessary information, such as personal and financial details.
02
Decide on your investment objectives, including your desired return on investment and risk tolerance.
03
Determine the investment time horizon, which is the planned duration of your investment.
04
Select the appropriate investment instruments based on your investment goals and risk profile. This may include stocks, bonds, mutual funds, or other financial products.
05
Specify any restrictions or preferences regarding your investments, such as avoiding certain industries or focusing on specific sectors.
06
Document your chosen investment strategy, outlining the asset allocation and diversification approach.
07
Consider including any specific instructions or guidelines for the investment manager to follow.
08
Review and understand all terms and conditions associated with the investment mandate.
09
Sign and date the investment mandate to indicate your agreement and authorization.
10
Keep a copy of the investment mandate for your records and provide a copy to the investment manager or financial institution.

Who needs investment mandate - magwitch?

01
Investment mandates are generally needed by individuals or institutions who wish to delegate the management of their investment portfolio to a professional financial advisor or investment manager.
02
It can be beneficial for high-net-worth individuals, pension funds, insurance companies, endowments, or other entities with significant investable assets.
03
By providing an investment mandate, the investor sets clear objectives, preferences, and guidelines for the investment manager to follow, ensuring alignment with their financial goals and risk tolerance.
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Investment mandate - magwitch is a set of rules and guidelines that define the investment strategy and objectives of a particular fund or portfolio.
The fund manager or investment advisor is typically responsible for filing the investment mandate - magwitch.
The investment mandate - magwitch can be filled out by providing detailed information on the fund's investment goals, risk tolerance, asset allocation, and other relevant factors.
The purpose of the investment mandate - magwitch is to provide a clear roadmap for making investment decisions and to ensure that the fund's objectives are met.
The investment mandate - magwitch typically requires information on the fund's investment objectives, strategies, risk management protocols, and performance benchmarks.
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