RISK RATER TOOL REPORT

Report 1 out of 1

Risk Result: Low

Date: 28 February 2023

Intemediary Code: 659792

Adviser Name: Joyce Ramakuwela

Result Runs: 0

Sales Manager Sign off: No

Information Required Adviser Input

First Name Matodzi

Surname Netshirambe

ID Number 6411040815089

Number of properties (3) 2+

Bond NO

Accumalated savings (AUM) (3)R50K-R250K

Gender FEMALE

Annual investment 5000

Monthly Income band G) R30,000 - R39,999

New monthly premium (03)R400-R600

Owns a funeral product NO

Owns a Savings/Investment Product NO

Owns a Retirement Product NO

Owns a Risk Product NO

Province LIMPOPO

Has Short Term Loan NO

Works for the Public Sector NO

Has Discretionary Savings (UT, Fixed Deposit) NO

Ever Missed a Premium NO

Age 55-64

Marital Status SINGLE

Number of Children in Household (4) 3+

Relationship duration with Old Mutual (Years) 13+

Last Bought (Months) 7-12

Number of adults in household 2

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recipient and may not be used, published or redistributed without the prior written consent of Old Mutual Ltd. The
opinions expressed are in good faith and while every care has been taken in preparing these documents, Old Mutual
Ltd makes no representations and gives no warranties of whatever nature in respect of these documents, including
but not limited to the accuracy or completeness of any information, facts and/or opinions contained therein.