Common use of Your Investment Clause in Contracts

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 us and you.

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 us and you.