) Rampver Financial
[GF PDCP Bank Centr, VA Ruin co.
For inquires, plese call812-1995 or 6943811
Customer INFORMATION SHEET
(WNDIVIDUAL)
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Serene sas
CLIENT DETAILS INVESTOR Om. Ons.
Hoe: Ons
T= os
Cm io
H.invesron/s tt appieabio)
( IWVESTOR? CWA CT WS wwesoRs WRT NS
Cisinge Canes
O= O-
O- O-
mayor
Cisinge CO manies
Om O~
O- OsI, SPECIAL INSTRUCTIONS (eeu mare he of he pce traction you wisn sig fot)
.
2) SIENNA
|yWe inte PAO o process and eat ll documents sent va fax andr ema except ntl vestments, bearing my/our sgnatre/s 0 aga
capes /We understand tat tifa ony spplieabe to my/our adel subserptons, redemptions, itches upon receipt by PAM of ax
‘and/or ermal documents ara fos beerng my/our signatre. PAM! reques said Wanssction toe content wih subserpion amount inated
Inthe vansoction form and amount romtioa to PAM! and sigetue/sin the fax ano ema document should math thos in ho signature cards.
IT he amount tobe redeemed of switched is lower than the remaining balance In Fun, we authorize PAM to fedeem oF Switch the aaiable
olanco, and lose my/our account.
\yWe undertake to reimburse/inerity PAM for al costs, payments, damages and expenses, which PAM my Be iabe foro whic PAM L may incor
‘or have neuen the implementation of my/our faxed and aiged Wansactions, even the same occurs hough inedverenee or ecient on
9) ETS
Name of Authored Represenatve or CS
‘Motil Telephone Number (Other Gontact Numbers
nance opecnttes te oad race one all ptt eng oeranat 0 we pte
Teena cnaentood an gee bs bundy te terns ae contin sate nth
‘endo nl PAML oer emptor presents nd hams am ny ete, nities, amas na epee,
befor cmesion nn Pits reptanc rsonareepane Sona acn spn sucnmaucton Thi arangarem sha ein cl fend ot
‘ove rm storeole's were aw a sre apes Peed,
IV, DECLARATIONS AND SPECIMEN SIGNATURES
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Investor Investor 3
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Nar of Contd neste Sato eS ueeme he ‘Sento Fated neste Stee aeINVESTOR SUITABILITY QUESTIONNAIRE (ISQ)
(For Individual Recounts)
Deets: Enc te eter tat best osetod your answor. Aor answening al tho questions, wits down on he bots provided bolow the total numberof answers
por eter ane muti with
falp you maocsting your porto.
= Sacre
ves
ppc STE
ae eg eee
= oe
4. How many years lm now are you planning tortie?
b aTyeas
4 More than 15 years
22 How can you deseo your nancial stuaton?
2, My financial stustion not table atthe moment
My inane stustion fs somewhet stable but the Income fom this
Imvestmant node for my edational income
‘Curent sabe but thre maybe changes in tho noxt 2:2 years.
(4 Vorystable and dont xpoct to whtharaw my funds nthe next 3 years or
‘3, Rate your lvl ot imestment experts and knowledge In stocks and bonds
a. Unted
average
6 Above Average
4. Extonane
4 What yourivostment rine?
8. prferivestmont’ with voy minimal isk
taming tasty ik leranc ly to tain higher ears.
understand hat mestments wth higher sks ile higher returns but
{arm pot wilt pt more than SO of my fd In imestnents wth
igh sk
4 Vaman aggressive investor and arn wing to vest more than 60% of
yrs negates stocks,
5. Your major glia making tsinvestment
a. Topreserve the vale of mane (shorter)
.Togenorate cash ow to supplement income (anger: above 5 yrs)
Tognerate cash ow and hve lngterm capital growth
(4 Tohae aongterm eptl owen without neding regulrcas low
16 wnat percentage of your income fs aval or ivestment?
“7 Mow much of your investment would you be wiing 10 invest in
aul stocks?
> ase40%
4.60% and above
number bess the box. The total sere wil Nave a coresponding nestor pote wth recommended percentage neque tha can
ee
‘8. In how many year wilyou redeem apart ora a your vestment?
2oyears
More than 5 years
foe
9. Among the four portolies Below, when ofthese investment’ histori!
‘eluns would ou fel most comfortable?
igeat eum of 10%, biggest os of 5%
igest eum of 20%, geet os of 155
ages tum of 40%, tgget os of 205
ages tum of 60%, tgget os of BO
acer
30. Assuring thatthe oat down, Row much the ms percentage ot
dectine con you torte?
2. wl redeem my funds os son the vale deeines.
‘SCORING
99300 | Aapeere | aoe Ea
Wah fhe Sutbity Rests:
‘ye atest hat te answers made to the questinare above ar Wut
camect. We do not age withthe recommendation made bythe sales
‘orsonet onthe mutual und prodvt appropiate to my/our pete Based
fon he ests ofthe suitably assessment /We hereby wae sue resus
land Rave decided to avail anoer mut fund product whe as 9
‘ngho/lower isk than those which are consstnt wth th ests ofthe.
'/We uly understand thet Ywe anvare taking more sks n exchange
‘otemly iherlower tur rom the muta and produc that Ve shal
‘al of and that /we are to taking such sh
‘Spe oer drome iotar3 ‘a Seed