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Quest Trust CompanyGeneral Direction of Investment17171 Park Row, Suite 100 Houston, TX 77084 P: 855.386.4727 | F: 281.646.9701 Documents@QuestTrust.comUse this form to direct Quest Trust Company

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What is general direction of investment?

General direction of investment refers to the overall strategy or approach taken when making investment decisions.

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Entities or individuals responsible for making investment decisions are required to file general direction of investment.

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The purpose of general direction of investment is to provide clarity and guidance on how investments should be managed in line with the entity's objectives.

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Information such as investment goals, risk management strategies, asset allocation plan, and performance benchmarks must be reported on general direction of investment.

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