Investment Mandate Instruction Form

Please provide us with below information for KYC purposes and proper investment guidance. Please inform us immediately if your circumstances change to the extent that it might affect decisions or recommendations we make.

1. Policy Details

2. Bank Information

3. Investment Mandate

Initial amount invested (Minimum of Tshs 5 million; can accept investments of lesser amount in our own discretion)

4. Service Details

(i) Service category (Types of Accounts) please select the category of service required.

5. Section

(i) Time Horizon

This is the period over which an investment is made or held and time horizon in this context can range from a few months to several years. Knowing your time horizon is extremely important in terms of helping us recommend suitable types of investment. All things being equal, a short time horizon would normally indicate a high exposure to fixed interest and little or no exposure to equities. A medium to long time horizon would normally suggest a higher exposure to assets such as equities in order to protect the portfolio against inflation.

(ii) Risk Tolerance Level

Your financial circumstances will principally determine your capacity for risk and you may have to accept more than you initially anticipate in order to achieve your long-term objective. All investment involves an element of risk to capital and/or income there will be periods when the short-term return differs from the long-term objective. Please indicate below your tolerance to short –term fluctuations in capital or income.

(iii) Asset Allocation

ADD + Type of Investment: Equities Government Bonds Rated Corporate Bonds Cash equivalents

(iv) Investments

For cash equivalents investment, please indicate the amount as well as the start and maturity dates:

ADD + Investing In: T-bills Fixed Deposit Call Account

(v) Knowledge, Experience and Understanding

We may deal in or recommend different types of investment, and some of these may be unfamiliar. We recommend that you discuss with our investment manager who will outline various risks involved in some of these investments. Please indicate below whether you have an understanding and/or experience of investing in the following assets or complex instruments.

ADD + Knowledge as: Collective Investment Scheme Private Equity Funds Equity Fund Bond Fund

6. Section

Confirmation of Investment Policy – To be signed by the Policyholder(s)

I/We request that the investment objectives are as set out on section 3 above. I/We confirm that all the information in this form is accurate and can be depended upon.

I/We confirm notification of the fee arrangement, charged SEE OUR CHARGES per .annum of the total funds under management, which has been agreed with the provider.