Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background PREVIOUS OCCUPATION OCCUPATION Instructions
Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background PREVIOUS OCCUPATION OCCUPATION £ COMMENCING ON FREQUENCY Instructions Section 7 Section 7 Social Media Messaging: SMS: Post: Email: We would like to use your details to keep in touch by sending information which we believe is relevant and useful to you. This information may include investment news and insights alongside marketing updates and exclusive event invites. To help further develop and understand the right information and services that we can provide, we may also use your information for internal marketing analytics. Please confirm how you would like to receive investment news and insights alongside marketing updates and exclusive event invites from IW&I: (Please tick all that apply) Communication preferences In order for us to continue to develop and grow our business, we would like your permission to share some of your information with selected third-party partners. Yes, I am happy for my information to be shared securely with carefully selected marketing partners to help Investec Wealth & Investment better understand the needs and interests of current and future clients through analytics and insight. For more information on this and how we treat your data securely, please see our Data Protection Notice. At any time you can change your mind and opt-out or update your communication preferences by contacting: xxxxxxxxxxxxxx@xxxxxxxxxxx.xx.xx or by contacting your Investment Manager. Authority to communicate by fax and email Please note that given the data security issues surrounding the sending of unencrypted emails, should you, or any nominated person on your behalf communicate with us by fax or email or request that we provide information to you or any nominated person by email the following provisions will apply: Where you communicate with us by fax or email You give us authority to receive instructions from you by email and fax in relation to the matters listed below and in relation to any other matters connected with your account and the relationship between...
Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background PREVIOUS OCCUPATION OCCUPATION £ COMMENCING ON FREqUENCY Income will be paid to your capital or other account on a quarterly basis. TRANSFER TO MY/OUR BANK ACCOUNT AS INDICATED ABOVE. PLEASE PAY A STANDING ORDER TO THE ABOVE BANK ACCOUNT OF: PLEASE REINVEST INTO MY/OUR IW&I CAPITAL ACCOUNT Income
Your Investment. 1. The Namibia Direct Investment is a registered investment product with the Namibia Financial Institutions Supervisory Authority (Namfisa).
Your Investment. 1. You are applying to invest in the portfolio/fund(s) that we administer and manage.
Your Investment. The overall of a FRANCHAISEE fees will be Rs.1,50,000/-(One Lac and Fifty Thousand) not refundable as training ,advertisement materials, software also affiliation fees and including Govt. Training related all fees which will be valid for Four years. After four years the Agreement may be renewed, based on the performance and in such case the Franchisee will have to pay a non refundable business development fee of yearly Rs. 30,000/- .A Master can open and run for four trade at a time through one training centre. INFRASTRUCTURE:
Your Investment. BKD knows our clients do not like fee surprises, and neither do we. Our goal is to be candid and timely, and we strive to answer your questions about fees upfront. Our fees may increase if our duties or responsibilities change because of new rules, regulations or accounting standards. We will consult with you should this happen. FEE QUOTE FOR AUDIT SERVICES City of Lincoln (CAFR) 2019 $ 94,500* 2020 $ 97,350* 2021 $ 100,300* 2022 $ 103,300* Emergency Medical Services Fund 2019 $ 11,500 2020 $ 11,850 2021 $ 12,200 2022 $ 12,600 Solid Waste Management 2019 $ 9,950 2020 $ 10,250 2021 $ 10,600 2022 $ 10,900 Lincoln Parking System 2019 $ 9,850 2020 $ 10,150 2021 $ 10,450 2022 $ 10,750 Community Health Endowment 2019 $ 9,850 2020 $ 10,150 2021 $ 10,450 2022 $ 10,750 West Haymarket Joint Public Agency 2019 $ 18,575 2020 $ 19,130 2021 $ 19,700 2022 $ 20,300 * Our fees for the City audit shown above include auditing up to three major programs each year. Additional major programs will be billed at $6,500 per program. The fees above include travel costs, if any, and an administrative fee of four percent to cover items such as copies, postage and other delivery charges, supplies, technology-related costs such as computer processing, software licensing, research and library databases and other expense items. If the City intends to include our Independent Auditor’s Report in an offering document, additional procedures are necessary in accordance with the applicable auditing standards. Our fee for these additional procedures will be $2,500 to $3,000 per issuance. WHY BKD
Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background Income Please reinvest into the Investec Wealth & Investment capital account Income will be paid to the capital, or other account, on a quarterly basis. Transfer to the bank account as indicated above Instructions
Your Investment. 1. The Guaranteed Return Option is regulated according to the Long- term Insurance Act and is issued by MMI Group Ltd.
Your Investment. The fees are as follows:
