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DISCRETIONARY FSP MANDATE (in terms of subsection 5.1 of the Code of Conduct for Discretionary FSPs)Mandate Agreement made and entered into by and betweenALUMA CAPITAL (PTY) LTD 2015/20991/07 (hereinafter
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Discretionary mandates in banking refer to agreements where a client authorizes a financial institution to make investment decisions on their behalf without prior consultation.
Financial institutions that manage investments on behalf of clients under discretionary mandates are required to file related documentation.
To fill out discretionary mandates, institutions must provide detailed information about the client, the investment strategy, and any relevant financial goals.
The purpose of discretionary mandates is to allow clients to delegate investment decisions to professionals while ensuring compliance with regulatory requirements.
Information that must be reported includes client details, investment objectives, risk tolerance, and account activity.
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