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(OM44/1)
INVESTMENT ALLOCATIONS (Please ensure that the funds selected on this page total 100% per plan)
Market Growth Fund Category Optimised High Growth Optimised Growth Optimised Balanced Optimised Aggressive Multi-manager Growth Multi-manager Balanced SA Bonds SA Quoted Property Symmetry Islamic Fund Optimised World Active Optimised World Balanced Optimised World Defensive Optimised World High Growth Multi-manager World Balanced Multi-manager World Defensive Multi-manager World High Growth Euro Money Market Sterling Money Market US Dollar Money Market World Bonds World Equity Asia Pacific Continental Europe Japan UK USA SA Consumer & Industrial Sector SA Financial Sector SA Mining and Resources Sector SA Small Companies Womens Activism Balanced Fund Defence Fund Category SA Money Market Optimised Defensive Multi-manager Defensive Wealth Defender1 Guarantee Fund Category Secured Money Market Smoothed Performance Growth Preserver Optimised Balanced with Guarantee
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Market Growth Fund Category *Old Mutual Top Companies *Old Mutual Investors *SYmmETRY Equity FoFs 2 *Old Mutual Balanced *Old Mutual Flexible Fund *Old Mutual Gilt *Old Mutual High Yield Opportunity *Old Mutual SA Quoted Property *Old Mutual Umbono Top 40 Old Mutual Umbono RAFI 40 Tracker Fund *Old Mutual UK Money Mkt Feeder * *Old Mutual Global Bond Feeder
*Old Mutual International Growth FoF s
*Old Mutual Global Equity A Class *Old Mutual Financial Services *Old Mutual Gold *Old Mutual Small Companies *Old Mutual Industrial *Old Mutual Growth *Old Mutual Income *Old Mutual Mining & Resource *Old Mutual Value Defence Fund Category *Old Mutual Money Market 3 *Old Mutual Enhanced Income Old Mutual Stable Growth Fund - A Class *Old Mutual Real Income *Old Mutual Dynamic Floor *SYmmETRY Money Market 2,3 *SYmmETRY Fixed Interest FoFs 2 *SYmmETRY Defensive FoFs 2 *SYmmETRY Balanced FoFs
* Unit Trust Funds
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See Clause C16 - Declarations Management Company for the Galaxy Multi-manager Unit Trust Funds: Old Mutual Unit Trust Fund Managers Ltd, P.O. Box 207, Cape Town 8000 3 Available under LISP Pure Investment only. 4 Available under the Life Retirement Annuity only.
Proposal Number:
Check Digit:
OCTOBER 2008
MAX INVESTMENTS
Licensed Financial Services Provider
(Replaces Section 5 of the Application form) INVESTMENT ALLOCATIONS (Please ensure that the funds selected on this page total 100% per plan)
Check Digit:
OCTOBER 2008