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.


Ascor® since our last meeting

Personal information

Since our last meeting, have you...?

The POPIA (Protection of Personal Information act