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TAM DISCRETIONARY MANAGED SERVICESEXECUTION ONLY PORTFOLIO TRADE INSTRUCTION FORM Executiononly service is exclusively available to discretionary portfolio clients.TAM Asset Management International
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How to fill out execution only portfolio

01
Choose a reputable online broker that offers execution only portfolio services.
02
Complete the necessary account opening forms and provide all required personal and financial information.
03
Specify your investment objectives, risk tolerance, investment horizon, and any other preferences.
04
Select the individual securities or investment funds you want to include in your portfolio.
05
Place buy orders for the chosen investments through the online platform, making sure to review and confirm the trades before execution.
06
Monitor the performance of your portfolio regularly and make adjustments as needed.

Who needs execution only portfolio?

01
Individuals who have a good understanding of the financial markets and want to take full control of their investment decisions.
02
Experienced investors who prefer a hands-on approach to managing their investment portfolios.
03
Investors who are confident in their ability to conduct research and analysis to make informed investment decisions without the need for professional advice.
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An execution only portfolio is a type of investment where the decisions are made solely by the investor without any advice or recommendations from a financial advisor.
Investors who choose to manage their investments without seeking advice from a financial advisor are required to file an execution only portfolio.
To fill out an execution only portfolio, investors need to provide details of their investment decisions and transactions made without advice or recommendations from a financial advisor.
The purpose of an execution only portfolio is to document and demonstrate that investment decisions were made independently by the investor without any advice from a financial advisor.
The execution only portfolio must include details of investment decisions, transactions, and any other relevant information related to investments made without advice from a financial advisor.
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