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    REQUEST FOR A PRESENTATION
 
 
Client / Fund Name:
Retirement Fund Consultant:
Telephone Number: Email Address:
 
 
 
Date of required presentation:    Total size of Funds Assets:
Scheduled Timeslot: Time period to be reported on:
Physical Address of Venue:
Emergency contact number at venue:
 
 
 
Level of investment understanding: High  Medium  Low 
Special Issues to be addressed:
Please indicate client's broad interest categories:
 
 
 
Principal Officer's Details:
Chairperson's Details:
Other MANCO members:
Name Contact Number Email Address Designation
 
 




© Investment Solutions Limited, 2006
Investment Solutions Limited is a licenced financial services provider in terms of the FAIS Act, 37 of 2002

FAIS Notice and Disclaimer: Investment Solutions Limited is a licenced financial services provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act, 37 of 2002, as amended, FAIS licence number 711. This information is not advice as defined and contemplated in the Financial Advisory and Intermediary Services Act, 37 of 2002, as amended. Past investment returns are not indicative of future returns. Investment Solutions Limited shall not be liable for any actions taken by any person based on the correctness of this information.

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