1. Capvest Wealth Management Client Survey Results - 2014 Presented by

2. Pure Survey © 2006 to 2014. Rights reserved Survey Overview: Capvest Wealth Management invited their clients to participate in an online Key Client Survey. An email invitation was sent to clients on 19 th May 2014, which included a link to the survey. The Key Client Survey for 2014 was closed on the 2 nd June 2014. Survey Methodology: Various question types were used in order to ascertain Key Clients preferred methods for communication, social media usage and the importance of the various financial services which Capvest offers to their clients. Individual responses will be kept confidential and the report findings are based on the collective feedback.

3. Pure Survey © 2006 to 2014. Rights reserved Which of our services are the most important to you and your family? Rank from most important 4 to least important 1 What if any additional wealth management services would you like to see being offered by Capvest? Perhaps more focus on International Investments. Not sure for me close to retirement I rate all at 4. Everything is in place. Capvest advises me every 3 months for all above needs. Least important Most important

4. Pure Survey © 2006 to 2014. Rights reserved One of our aims is to keep clients abreast with changes (legal or financial) which may effect their financial planning. How important is this to you? Yes, it is important Not really Not at all important

5. Pure Survey © 2006 to 2014. Rights reserved Which of the following social media applications do you actively use? Other: WhatsApp BBM

6. Pure Survey © 2006 to 2014. Rights reserved When communicating with you with regards to general legal or financial trends or information, which is your preferred/more convenient method? Other: Discuss at next review meeting. Most preferred method displayed

7. Pure Survey © 2006 to 2014. Rights reserved If you compare Capvest's client service with other financial service providers, how would you rate us taking into account the following? 96% Overall Satisfaction Score

8. Pure Survey © 2006 to 2014. Rights reserved One of the key strategies of Capvest is to meet with you regularly to discuss your investment portfolio. How often would you like to meet for your investment review? Quarterly Three times a year Monthly

9. Pure Survey © 2006 to 2014. Rights reserved Where would you prefer to meet for your investment review? Personal meeting in your office or home Personal meeting at Capvest's offices Telephonic meeting Personal meeting over lunch

10. Pure Survey © 2006 to 2014. Rights reserved We provide you with an investment review pack at each meeting. The purpose of the pack is to summarise your financial position. Please indicate which sections of the review pack you value? How can we improve your investment review meeting? Phillip is doing more than enough and goes out of his way to help us and make us feel important No improvement needed, Philip and his office are doing a excellent job Maybe more detail re alternative investments with risk rewards discussion It's great as it is. Good as they are. Pdf pack ahead of the meeting

11. Pure Survey © 2006 to 2014. Rights reserved Has Philip explained Capvest's investment philosophy and did you find his explanation to be clear and easy to understand? Yes, it is understandable Yes, but it could have been explained in simpler terms No, I am not aware of Capvest’s investment philosophy

12. Pure Survey © 2006 to 2014. Rights reserved Do you feel that Capvest's independence (as we are not affiliated to any other financial institutions such as Banks or Investment Companies) is an important factor when choosing to work with us? Yes, receiving independent and unbiased advice is important Its does not matter to me I would prefer it if Capvest was associated with a big corporate investment company/financial institution

13. Pure Survey © 2006 to 2014. Rights reserved Now thinking about Capvest's Investment Planning service. Rank the aspects of how we manage your investments from most important 4 to least important 1 to you and your family. Least important Most important

14. Pure Survey © 2006 to 2014. Rights reserved What is the one thing that you value most about our relationship? Personal touch Professional. Punctual. Friendly. Transparency and honesty I value the interpersonal communication and that my needs and situation is kept in mind when calculating and discussing investment and retirement opportunities. Also value that I am not treated as stupid but time is taken to discuss and explain issues to me. Personal contact and service Personalised service and prompt feedback. Personal attention to detail and sticking to your investment philosophy. Honesty Phillip is 'n baie betroubare en eerbare persoon met baie integriteit. Sy persoonlike kontak met my is uitsonderlik goed. Ons het amper daagliks kontak. Sy verduidelikking van sy strategie is puik en sy kennis is ongelooflik groot.Sy persoonlike kontak en kennis maak hom uitsonderlik. The excellent service It feels more personal than going to another investment house. I can discuss my financial goals comfortably. Promptness off return and availability with good advice and info re market I like Philip Reliability, Trustworthiness Trustworthiness and personal relationship. Integrity and an absolute professionalism Trust You look after me and my two sons. That reassures me that transition to the next generation will be efficient. My sons are involved in the succession process. Integrity

15. Pure Survey © 2006 to 2014. Rights reserved Since you have joined Capvest have we exceeded your financial planning expectations? Yes No

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