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Page 1 of 17Wealth Growth Investment ManagementFULL DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTENTERED INTO BETWEENWEALTHGROWTH INVESTMENT MANAGEMENT (PTY) LTD South African Financial Sector Conduct
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Discretionary investment management involves a professional money manager who makes investment decisions on behalf of clients without requiring their approval for each transaction.
Individuals or entities who provide discretionary investment management services are required to file.
The form typically requires information on the investment strategy, risk tolerance, and investment goals of the client.
The purpose is to manage investments on behalf of clients in line with their investment objectives and risk tolerance.
Information such as client details, investment portfolio, investment strategy, and any changes made to the portfolio.
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