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MANDATE IN ACCORDANCE WITH THE FANS ACT 2002 DEC 2018FULL DISCRETIONARY MANDATE FOR THE MANAGEMENT OF INVESTMENTS (Mandate) Prepared by GTC (Proprietary) Limited, in terms of the Financial Advisory

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How to fill out discretionary investment management agreement

01

Review the terms and conditions of the agreement carefully.

02

Fill in your personal information including name, address, and contact details.

03

Specify the details of your investment goals and risk tolerance.

04

Provide authorization for the investment manager to make decisions on your behalf.

05

Sign and date the agreement to make it legally binding.

Who needs discretionary investment management agreement?

01

Individuals who want a professional to manage their investments on their behalf and have limited time or expertise to do so themselves.

02

Companies or institutions looking to delegate investment decisions to a qualified professional.

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What is discretionary investment management agreement?

A discretionary investment management agreement is a contract between an investor and a portfolio manager outlining the investor's objectives, risk tolerance, and investment strategies.

Who is required to file discretionary investment management agreement?

Investors who are seeking to have their assets managed by a portfolio manager on a discretionary basis are required to file a discretionary investment management agreement.

How to fill out discretionary investment management agreement?

To fill out a discretionary investment management agreement, investors need to provide personal information, investment objectives, risk tolerance, and any specific instructions for the portfolio manager.

What is the purpose of discretionary investment management agreement?

The purpose of a discretionary investment management agreement is to establish a clear understanding between the investor and the portfolio manager regarding the management of the investor's assets.

What information must be reported on discretionary investment management agreement?

Information such as the investor's personal details, financial goals, risk tolerance, investment time horizon, and any restrictions on investment activities must be reported on the discretionary investment management agreement.

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