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What changed since our last meeting?

This short questionnaire asks 10 questions about what happened since our last meeting. The outcome will provide us with some information about what you would like to discuss during our next meeting and assist us in being better prepared for our conversation.

We respect our time together and want to make sure that the planned meeting meets your expectations.

The POPIA (Protection of Personal Information act) comes into effect from 1 July 2021.
Ascor® Independent Wealth Managers C.C. is compliant with the new POPIA act.
Click here to familiarise yourself with our Privacy and Data protection policy.

PRIVACY AND DATA PROTECTION POLICY

Ascor® since our last meeting

Personal information

Name *

Surname *

Phone Number *

Email Address *

Address *

Since our last meeting, have you...?

1. Changed employer? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

2. Substantially increased or decreased your income? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

3. Increased or decreased your capacity to save? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

4. Purchased or sold any investments? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

5. Received an inheritance or other lump sum? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

6. Implemented or cancelled any life insurance? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

7. Do you foresee any major expenditure in the next year? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

8. Have any children been born, left school or left home? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

9. Are you intending to retire in the next five years? *

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

10. Any other relevant changes we need to address?

Yes

No

N/A

Please expand on a YES response or add anything else you would like to discuss in our next meeting.

The POPIA (Protection of Personal Information act

I am aware and have read the POPIA act documentation mentioned above *

YES

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