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Discretionary Fund Manager Authorization Form This form is to be used for Clients who: Are setting up a new platform account and want to invest in a Discretionary Fund Manager (DFM) managed portfolio;

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How to fill out discretionary fund manager selection

01

Research and compare different discretionary fund managers based on their track record and investment approach.

02

Understand the fees, charges, and costs associated with each discretionary fund manager.

03

Assess the level of risk and return potential offered by each discretionary fund manager.

04

Consider the investment goals and preferences of the client when selecting a discretionary fund manager.

05

Review the terms and conditions of the agreement with the chosen discretionary fund manager before signing.

Who needs discretionary fund manager selection?

01

High-net-worth individuals who want professional assistance in managing their investment portfolios.

02

Institutional investors such as pension funds and endowments looking to outsource investment decisions.

03

Financial advisors seeking to provide their clients with a diversified investment strategy.

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What is discretionary fund manager selection?

Discretionary fund manager selection is the process of choosing a fund manager to make investment decisions on behalf of a client without the need for prior approval on each trade.

Who is required to file discretionary fund manager selection?

Investment firms and financial advisors who manage client funds on a discretionary basis are required to file discretionary fund manager selections.

How to fill out discretionary fund manager selection?

Discretionary fund manager selections can be filled out electronically through the designated regulatory platform or through the submission of physical forms.

What is the purpose of discretionary fund manager selection?

The purpose of discretionary fund manager selection is to provide transparency and accountability in the process of selecting a fund manager to manage client funds.

What information must be reported on discretionary fund manager selection?

Information such as the credentials of the fund manager, the investment strategy employed, and any conflicts of interest must be reported on discretionary fund manager selection forms.

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