CONFIRMATION

Page Summary: Print this page to keep a copy of the information you sent us


Dear User_Name,

Thank you for your enquiry about our Portfolio Review Service. We will be using the following information to contact you:

E-mail: Contact_Email        Work Phone: Contact_PhoneWork      Home Phone: Contact_PhoneHome

Here is confirmation of the information you gave us. To make a copy for your records, press "Print" on your browser. If any entry is wrong, please go back to the form, Portfolio Review and change it.

We have noted that the most appropriate form of investment packaging for you is Packaging and that, if you are using a commercial savings plan, this is Plan_Type from Plan_Vendor

Please note that, we will not be able to take into account any tax considerations that may apply to you and that, unless we have agreed otherwise, we will not be bear in mind income requirements or risk profile. If you want us to consider these factors, please ask us to act as your Professional Investment Adviser. If you would like us to consider any existing positions you may have, please resend this form, having checked only the content alternatives that you currently hold and having checked the Current Holdings option at the bottom.

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 retain responsibility for the composition and management of your portfolio on an ongoing basis. Please note that any information you give us will not be distributed to third parties, but may be used to let you know about product upgrades and other services by group companies. If you do not want that, please use the Feedback e-mail to let us know. We will assume that this information remains accurate, unless you send this form to us again.


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Copyright © 1999 Professional Investment Tools Ltd., authorised by the Securities & Futures Authority to carry out investment business in the United Kingdom. Please read Financial Health Warning and Licence Agreement. UK laws apply exclusively. Principal 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 ares 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: January 29, 2000.