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Discretionary Management Questionnaire

Investor Profile Questionnaire

The following questionnaire is designed to evaluate whether an investor is a suitable candidate to have their investments managed on a discretionary basis. Upon completion of the questionnaire, Mounir will contact you if you wish to discuss the results.  If you have any questions, please contact Mounir.  Please note that there are 13 questions on the following 8 pages.

Background Information

 

     Name
     Date of Birth
     Phone Number
     Profession

Check if you are retired

E-mail Address

 

Please list any restrictions that you would like to impose on your universe of eligible investments (e.g. geographic or industry type restrictions). Note however, that by placing restrictions on Mounir's discretionary powers, it may be difficult to meet your stated objectives. Also note that Mounir reserves the right to refuse any mandate that places too many restrictions on the portfolio.