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CMB ASSET MANAGEMENT LTD www.fcmbassetmanagement.comDISCRETIONARY MANDATE ACCOUNT OPENING FORM FX ACCOUNT OPENING Impersonal Details: Full Name of Individual/Corporate Entity: OR Full Name of Joint
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How to fill out discretionary mandate account opening

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How to fill out discretionary mandate account opening

01
Contact the financial institution where you want to open the discretionary mandate account.
02
Schedule a meeting with a financial advisor or relationship manager to discuss your investment goals, risk tolerance, and preferences.
03
Complete the necessary account opening forms, providing personal information, financial details, and signing the discretionary mandate agreement.
04
Provide any required documentation, such as proof of identity, address, and source of funds.
05
Fund the account with the initial investment amount as required by the financial institution.
06
Review and sign the investment strategy and guidelines with the financial advisor to ensure they align with your objectives.
07
Monitor the account performance regularly and communicate with the advisor for any changes or updates.

Who needs discretionary mandate account opening?

01
Investors who want to delegate investment decisions to a professional portfolio manager.
02
Individuals who do not have the time or expertise to actively manage their investments.
03
High-net-worth individuals or institutions looking for personalized investment strategies and portfolio management.
04
Those seeking to diversify their investment portfolio and potentially achieve higher returns with a tailored approach.
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Discretionary mandate account opening refers to the process of opening an account in which the account manager has the authority to make investment decisions on behalf of the account holder without needing their prior approval for each transaction.
The account manager or the financial institution offering the discretionary mandate account is required to file the account opening documents.
To fill out a discretionary mandate account opening, one must provide personal information, investment goals, risk tolerance, and any specific instructions for the account manager.
The purpose of discretionary mandate account opening is to allow the account holder to delegate investment decisions to a professional manager for better portfolio management.
The information reported on discretionary mandate account opening includes personal details, investment preferences, risk profile, and any restrictions or guidelines for the account manager.
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