PORTFOLIO REVIEW

Page Summary: Check the options in this form to tell us what interests you or what you hold.

If you would like to be notified personally of changes we recommend to your investments, you can subscribe to our bespoke e-mail service. This service is offered on the basis that you subscribe to Investors RouteMap and, if you are a Private Investor who is not an expert, that you have also retained our services as your Professional Investment Adviser, so that we can take into account suitability considerations. The cost will be offset against any other arrangements that may be made in due course. To benefit we will need to know about your current investment arrangements. This is an advisory service, supplied on a best-efforts basis, and information you supply about your circumstances will be taken into account, where possible, but you will still be responsibile for the composition and management of your portfolio on an ongoing basis.

Which is the most appropriate form of investment packaging for you?

UK Investment Trusts US Closed End Funds Personal Savings Plan Other

If you are using a commercial savings plan vendor, please give further details.

Vendor Name

Type of Plan

Please specify your Home Market

Please check relevant boxes in the table below, which you can use for several purposes.

You can use this table to list the content alternatives that are appropriate for your investment packaging. (N.B. For guidance only, stock market alternatives recently available as UK Investment Trusts * or US Closed End Funds ** are shown alongside). We will assume that you are starting with a blank sheet e.g. you are starting a new portfolio, your funds are index-linked or that everything is invested in the managed units of your personal savings plan vendor.

If you want us to take into account existing positions, please resend the form a second time, using it to list your current dispositions, so that these can be taken into account when making specific recommendations for you. We will assume that your weightings in each asset are reasonably well balanced.

Country
Bonds Forex Shares UK Trusts* US Funds**

. . . . . .

United States Yes Yes

Canada . Yes

Argentina . . Yes

Brazil . Yes Yes

Chile . Yes Yes

Mexico . . Yes

Latin America . . Yes Yes

Japan Yes Yes

Australia . Yes

India .
Yes
Yes

Indonesia . Yes Yes

Hong Kong . . Yes

Korea . Yes Yes

Malaysia . . Yes

New Zealand Yes .

Singapore . . Yes

Thailand . Yes .

Taiwan . Yes Yes

Asia . . Yes Yes

Austria . . . Yes

Belgium . . . .

Denmark . .

Finland . . . .

France . . . Yes

Germany . . Yes Yes

Greece . . .

Ireland . . Yes Yes

Italy . . . Yes

Netherlands . . . .

Norway . .

Portugal . . Yes Yes

Spain . . . Yes

Sweden . .

Switzerland . Yes

United Kingdom Yes Yes

Europe . Yes .

Europe ex UK . Yes .

Euro-Zone Yes .

Czech Republic . Yes Yes

Hungary . Yes .

Poland . . .

East Europe . . Yes Yes

Israel . Yes Yes

South Africa Yes Yes

Group of Seven . Yes .

Emerging Markets . . Yes Yes

World ex US . . Yes

World ex Japan . . .

World ex Europe . . .

World . Yes .

Please also check any of the boxes about different stock market investment styles below if they are relevant

Regions Growth Value SmallCap Technology Gold Resources

. . . . . . .

   United States

   Asia / Japan

   United Kingdom

   Europe ex UK

   Europe

   World

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Copyright © 1999: Professional Investment Tools Ltd, authorised by the Financial Services Authority. An Independent Investment Adviser. Please read Financial Health Warning and Licence Agreement. UK laws apply exclusively. Main sources: Consensus Economics, Corel Corp., FIBV, PIT, national governments and stock exchanges. Information and opinions are based on sources believed to be reliable and accurate. However PIT does not guarantee this to be the case, and does not accept liability for any loss arising. These charts are for information only and do not constitute a solicitation to deal in any securities. Opinions are liable to change. Past performance is no guarantee of future success. Last modified 30/11/2001.