Transcription of STANLIB Investment Proposal Guide
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STANLIB Investment Proposal Guide
Contents Overview 2 Where to find the Investment Proposals on STANLIB Online 3 Unit Trust Investment Proposal 4 Unit Trust Investment Proposal components explained 4 Steps to compile a Unit Trust Investment Proposal 4 Example of a Unit Trust Investment Proposal 6 Linked Investments Investment Proposal 8 Linked Investments Investment Proposal explained 8 Steps to compile a Linked Investments Investment Proposal 9 Example of a Linked Investments Investment Proposal 14 STANLIB Investment Proposal Guide2 OverviewProfessional support at point of saleThe STANLIB Investment Proposal has been designed with your clients in mind. It uses graphical illustrations and easy to understand terminology to explain the Investment and to disclose the various charges and conditions associated with the Investment to your features Professional look You can use it as a sales aid at point of sale You can customise the Proposal for your client ComponentsThere are two components to the Investment Proposal :1.
and easy to understand terminology to explain the investment and to disclose the various charges and conditions associated with the investment to your client.
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