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FACT SHEET

The objective of the Futurewealth portfolio is to provide a minimum of 9% “real” returns, which means that it aims to beat inflation by 9% a year. The aim of all investors should be to preserve or improve their purchasing power over time and the portfolio’s benchmark incorporates this investment objective explicitly.

MANDATE

Please complete the attached mandate. Please ensure you initial each page and also initial any areas that you have placed a tick next to. All the necessary documents such as FICA documentation can be found in our offices.