ACCEPTANCE AND AMENDMENT. By placing an Order to buy a Bundle on the EasyEquities Platform, and by continuing to engage in any Trading activity in respect of Bundles on the EasyEquities Platform, you agree to be bound by the provisions of this Mandate or to the provisions of any new or amended Mandate that may be published on the EasyEquities Platform from time to time. 1. AGGRESSIVE GROWTH BUNDLES 1.1 to secure long-term capital growth of your investment in the relevant Bundle over a period of seven years or longer by: 1.1.1 investing between 60% (sixty percent) to 100% (one hundred percent) of the value of the Bundle in Issuer Securities in property companies and shares in local and foreign companies including in Issuer Securities which in turn invest in property or property companies and shares in local and foreign companies; and 1.1.2 investing between 0% (zero percent) to 40% (forty percent) of the value of the Bundle in Issuer Securities which invest in fixed income financial products, including without limitation, bonds, notes and money market securities, and 1.2 to pursue high capital growth over the long term at a high investment risk with low income returns within the following parameters: 1.2.1 losses of more than 25% (twenty five percent) may be suffered over any given 6 (six) month period; 1.2.2 losses of more than 35% (thirty five percent) may be suffered during periods of extreme market volatility (ie during market fluctuations) over any given 6 (six) month period; and 1.2.3 returns of only 36% (thirty six percent) or less may be pursued. You hereby expressly acknowledge and confirm that: 1 Bundles may be subject to the following principal types of risks: asset class; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; income; industry concentration; inflation‐protected securities; interest rate/ maturity risk; issuer; management; market; market trading; natural resources; new funds; non‐diversification; passive investment; privatization; small cap stock; tracking error; value investing; and volatility risk;
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ACCEPTANCE AND AMENDMENT. By placing an Order to buy a Bundle on the EasyEquities Platform, and by continuing to engage in any Trading activity in respect of Bundles on the EasyEquities Platform, you agree to be bound by the provisions of this Mandate or to the provisions of any new or amended Mandate that may be published on the EasyEquities Platform from time to time.
1. AGGRESSIVE GROWTH BUNDLES
1.1 to secure long-term create a balanced diversified Bundle to preserve the capital growth of your investment invested in the relevant Bundle whilst generating moderate income returns over a period of four to seven years or longer by:
1.1.1 investing between 6040% (sixty forty percent) to 10070% (one hundred seventy percent) of the value of the Bundle in Issuer Securities in property companies and companies, shares in local and or foreign companies including in companies, Issuer Securities which in turn invest in property or property companies and companies, shares in local and or foreign companies; and
1.1.2 investing between 060% (zero sixty percent) to 4030% (forty thirty percent) of the value of the Bundle in Issuer Securities which invest in fixed income financial products, including without limitation, bonds, notes and money market securities, and
1.2 1.1.3 to pursue high moderate capital growth over in the long medium term at a high medium investment risk with low moderate income returns within the following parameters:
1.2.1 1.1.3.1 losses of more than 25up to 15% (twenty five fifteen percent) may be suffered over any given 6 (six) month period;
1.2.2 losses of more than 35% (thirty five percent) may be suffered during periods of extreme market volatility (ie during market fluctuations) over in any given 6 (six) month period; and
1.2.3 1.1.3.2 returns of only 3623% (thirty six twenty three percent) or less may be pursued. You hereby expressly acknowledge and confirm that: 1 Bundles may be subject to the following principal types of risks: asset class; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; income; industry concentration; inflation‐protected securities; interest rate/ maturity risk; issuer; management; market; market trading; natural resources; new funds; non‐diversification; passive investment; privatization; small cap stock; tracking error; value investing; and volatility risk;
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