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This document outlines the terms and conditions under which Delta Asia Wealth Management Limited manages a client\'s investment assets on a discretionary basis.
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How to fill out discretionary management agreement
How to fill out discretionary management agreement
01
Begin by gathering your personal information including name, address, and contact details.
02
Provide information about your financial situation, including income, assets, and liabilities.
03
Clearly define your investment goals and risk tolerance.
04
Enter the details of your investment preferences, such as types of assets or sectors you're interested in.
05
Review the fees associated with the discretionary management services.
06
Sign the agreement to authorize the investment manager to make decisions on your behalf.
Who needs discretionary management agreement?
01
Individuals seeking professional management of their investment portfolios.
02
Clients who prefer not to make day-to-day investment decisions.
03
Investors with specific financial goals who want tailored investment strategies.
04
People who lack the time or expertise to manage their investments effectively.
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What is discretionary management agreement?
A discretionary management agreement is a contract that allows an investment manager to make decisions on behalf of an investor regarding their assets, without requiring prior approval for each transaction.
Who is required to file discretionary management agreement?
Typically, investors who wish to have their investment portfolio managed by a professional and want to delegate decision-making authority must file a discretionary management agreement.
How to fill out discretionary management agreement?
To fill out a discretionary management agreement, an investor needs to provide personal identification information, specify the assets to be managed, outline investment objectives, and agree to the terms set by the investment manager.
What is the purpose of discretionary management agreement?
The purpose of a discretionary management agreement is to formalize the relationship between the investor and the investment manager, enabling the latter to manage assets with flexibility while aligning with the investor's financial goals.
What information must be reported on discretionary management agreement?
The information that must be reported includes the investor's identity, investment objectives, risk tolerance, asset details, fee structure, and any specific instructions or restrictions set by the investor.
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