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Page 1 of 15Wealth Growth Investment ManagementFULL DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTENTERED INTO BETWEENWEALTHGROWTH INVESTMENT MANAGEMENT (PTY) LTD (Hereinafter referred to as the financial
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How to fill out full discretionary investment management

01
Determine your investment goals and risk tolerance.
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Select a reputable investment management firm that offers full discretionary services.
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Meet with a financial advisor at the firm to discuss your goals and risk tolerance.
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Complete any necessary paperwork to open an account and grant the firm discretionary authority.
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Review and approve the investment strategy proposed by the firm.
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Monitor the performance of your investments regularly.

Who needs full discretionary investment management?

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Individuals who lack the time or expertise to manage their own investments.
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High-net-worth individuals looking for professional guidance and personalized investment strategies.
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Those who prefer to delegate investment decisions to a trusted financial advisor.
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Full discretionary investment management refers to an investment management service where the portfolio manager has the authority to make investment decisions on behalf of the client without prior approval for each transaction.
Individuals or entities engaged in investment management services that exercise full discretion in managing client funds are typically required to file full discretionary investment management.
To fill out full discretionary investment management, one must complete the appropriate forms provided by the regulatory authority, including details about the investment strategy, portfolio holdings, and compliance with relevant regulations.
The purpose of full discretionary investment management is to provide clients with professional management of their investment portfolios, allowing for timely investment decisions based on market conditions and investment strategies.
Information that must be reported includes transaction details, portfolio performance data, compliance with investment guidelines, fees charged, and disclosures regarding potential conflicts of interest.
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