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DISCRETIONARY INVESTMENT MANAGER SETUP From This document forms part of the contract between us and a discretionary investment manager wishing to manage investments on the Embark platform on behalf of

How to fill out discretionary investment manager set-up

How to fill out discretionary investment manager set-up

1. Step 1: Gather all the necessary documentation such as your personal identification, financial statements, and any additional investment-related information.
2. Step 2: Research and select a reputable discretionary investment manager or firm that aligns with your investment goals and risk tolerance.
3. Step 3: Schedule a meeting with the chosen discretionary investment manager to discuss your investment objectives, expectations, and any specific requirements.
4. Step 4: Work with the discretionary investment manager to develop an investment strategy that suits your needs and preferences.
5. Step 5: Review and sign any necessary agreements or contracts with the discretionary investment manager.
6. Step 6: Provide the discretionary investment manager with the necessary funds or assets to begin managing your investments.
7. Step 7: Regularly review and monitor your investment portfolio with the discretionary investment manager to ensure it remains aligned with your goals.
8. Step 8: Stay updated with the performance and progress of your investments through regular communication and reporting from the discretionary investment manager.

Who needs discretionary investment manager set-up?

1. Individuals who lack the time, expertise, or desire to manage their own investments.
2. High net worth individuals who require personalized investment strategies and portfolio management.
3. Corporate entities looking to optimize their cash and investment management.
4. Institutional investors seeking to diversify their portfolio and enhance returns.
5. Individuals or entities looking for professional guidance and expertise in navigating the complexities of the investment market.

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What is discretionary investment manager set-up?

A discretionary investment manager set-up refers to an arrangement where an investment manager is given the authority to make investment decisions on behalf of investors without requiring prior approval for each transaction.

Who is required to file discretionary investment manager set-up?

Investment firms or individuals acting as discretionary investment managers are required to file the discretionary investment manager set-up.

How to fill out discretionary investment manager set-up?

To fill out a discretionary investment manager set-up, an applicant typically needs to complete a designated form, providing detailed information about their investment strategies, compliance measures, and any relevant personal or business information.

What is the purpose of discretionary investment manager set-up?

The purpose of the discretionary investment manager set-up is to facilitate regulatory oversight and ensure that investment managers operate within legal parameters while effectively managing client portfolios.

What information must be reported on discretionary investment manager set-up?

Information that must be reported includes details about the investment manager's background, investment strategies, compliance procedures, and disclosure of any conflicts of interest.