Data Sheet Form
 


Your Details

Marital Status
Marital Status
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Physical Address

Postal Address

Contact Details


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Spouse Details

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Dependants
# Title First Name Surname Relationship Identity number Date of birth Edit Delete
1 Adv Slayde Hanger Son 2147483647 29/07/2022


Expenses
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Expenses
Expenses
Expenses


Assets & Liabilities

Property

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Motor vehicles

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Household

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Financial

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Business interests

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Collectables - Jewellery - Stamps - Coins

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Risk Profile

Which age group do you fall into?
Expected investment horizon?
What is your current investment experience?
Which of the following best represents your perceived investment objective?
What is your current investment experience?
What is your attitude towards putting capital at risk?
Do you have other liquid assets to supplement your income?
How will your salary grow in next 3 years?
 
In a year, how far would the value of your portfolio have to fall before you became concerned?
If you invested R 1 000 000 today to be managed and in 6 months the value was R 800 000 - what would you do?
What annual rate of income do you require from your investment? (i.e How much income do you wish to withdraw from your investment on an annual basis?)
The aim of this assessment is to ensure that you are able to assume an appropriate level of risk in order to achieve your investment objectives We navigate this risk/reward relationship through the use of asset allocation which entails increasing or decreasing exposure to certain asset classes, which may at times include bonds, cash and other assets, but as our core mandate is to invest into equity only, listed and/or unlisted equities, to increase or decrease the risk/reward relationship.