A: A pooled investment product, also known as a collective investment scheme is an investment vehicle which allows for multiple investors to participate in a single product/scheme in order to benefit from the inherent advantages of working as part of a group. A client wanting to invest in one of the investment products offered by Alexander Forbes Investments will do so by purchasing a linked policy of insurance with Alexander Forbes Investments. The performance of which will be linked to the underlying performance of the assets "linked' to the investment product. This arrangement then allows Alexander Forbes Investments to secure favorable fee arrangements with the underlying managers and focus efforts at product level to create a well diversified, risk profiled portfolio.

A: A client wanting to invest in one of the investment products offered by Alexander Forbes Investments will do so by purchasing a linked policy of insurance with Alexander Forbes Investments. The performance of which will be linked to the underlying performance of the assets "linked' to the investment product. This arrangement then allows Alexander Forbes Investments to pool all client assets and then through the benefits of aggregation secure favorable fee arrangements with the underlying managers and focus efforts at product level to create a well diversified, risk profiled portfolios.

A: Refer to the Institutional Fee document on our website.

A: Refer to the Performance Fee Methodology document on our website.

A: This document is issued to all institutional policy holders annually after the Alexander Forbes Investments year end audit. The document discloses relevant information pertaining to the legal nature of the policy holders relationship with the company as well as all fees paid per portfolio, current insurance arrangements, BEE status, legislative compliance and any other events of interest to policy holders. This document can be accessed through a pin and password via client login on the Alexander Forbes Investments website.

A: Clients wanting to access an investment statement online can do so by completing the "Alexander Forbes Investments Online" form and submitting it per the details on the form. Once a pin and password is issued clients will be able to access client statements, daily unit prices, annual client disclosure documents, transaction reports and audit reports.