Plexus Evaluation Form

Which administration company

Evaluation & Advice

An in-depth evaluation of your existing unit trusts - free of charge! In addition, if you are planning to make new investments in unit trusts, we will recommend the most appropriate combination of unit trusts. Simply complete the form below and you will receive our advice by fax or e-mail. If you need clarification, please contact us at: info@plexus.co.za


Personal Details

		Title:


	Surname:


	Initials:

Language:

		Age:


	Occupation:


	Postal Address


	Street/Box:


	City:


		Country:

	Post code:


	Work Telephone Number


	Code:

		Number:


	Home Telephone Number


		Code:

	Number:

Fax Number

		Code:

	Number:


	E-mail address (optional):


Details of Existing Unit Trusts


First Unit Trust Investment


	Name:


Approximate market value:

			or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Second Unit Trust Investment


			Name:

Approximate market value:

				or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Third Unit Trust Investment


			Name:

Approximate market value:

				or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Fourth Unit Trust Investment


			Name:

Approximate market value:

				or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Fifth Unit Trust Investment


			Name:

Approximate market value:

				or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Sixth Unit Trust Investment


			Name:

Approximate market value:

				or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Seventh Unit Trust Investment


			Name:

Approximate market value:

				or

		Number of units:

	Monthly debit order:


Do you have any other unit trust investments?


	Yes


No


Unfortunately we have only catered for seven or less unit trusts. If you have more than these, and would like to include them in your evaluation, please fill in the details in the space below.




Details of linked products (If applicable)


	Are your existing unit trusts invested in a linked product? Which type of product?


Details of New Unit Trust Investments


Nature of Investment

Lump Sum Investment

Amount


	and/or


	Monthly Investment (debit order)


	Amount

Investment objectives, time horizon and risk tolerance

To enable Plexus to determine the ideal combination of unit trusts which will satisfy your investment objectives we require you to complete the following questionnaire. The questionnaire was designed by SEI Investments, a US-based investment firm with $90 billion in assets under administration, and is used with their express permission.

Investment objectives

Which of the following best describes your investment objectives?




	Five years from now, what do you expect your standard of living to be?



	Ten years from now, what do you expect your portfolio value to be?


	What is your current income requirement (interest plus dividends) from this portfolio?

What do you want to do with the income generated by your portfolio?

Risk tolerance

You just received a substantial sum of money. How would you invest it?

Which of the following statements best describes your reaction if the value of your portfolio suddenly declined by 20%?

Which of the following investments would you feel most comfortable owning?

How optimistic are you about the long-term prospects for the economy?

Time horizon

What is the time frame for you to achieve your financial objectives?

What is your primary financial objectives?

What is your age?

Additional Comments: