DATA FILE

Page Summary: Complete this form about suitability, if you have subscribed for bespoke private investor services

If you want to use our services as a Professional Investment Adviser, you should send us the Personal Adviser e-mail describing your needs and investment background. As mentioned there, we may need more detailed information about your financial circumstances in order to take into account risk and suitability considerations when making recommendations to you. To see if this applies to you, press the Status button before sending that form. If it does, please provide as much relevant information as you can here.

Personal Factors
Age	Employment		Dependants
<21	College/Retraining		0
21-30	Director/Partner		1
31-40	Employee		2
41-50	Homemaker		3
51-60	Retired		4
>61	Self-Employed		>4

Taxation
	Residence	Tax Bracket
	Elsewhere	Tax Exempt
	European Community	Basic Rate
	United Kingdom	Top Rate

General
Is it more tax efficient for you to generate capital gains, rather than income?
Do you rely on income from your investments to meet your regular outgoings?
Do you own your own home?

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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.