1. www.InfoSlips.com InfoSlips documents reinvented. Alpha Wealth Statement High Fidelity Mock-Ups 14-01-2014

2. www.InfoSlips.com Where are we in the process? To help us deliver a quality InfoSlip, that meets the recipients' needs, we guide you through this design process. We are at the high fidelity mock-up stage. Internal Brainstorm Low fidelity mock-up High fidelity mock-up Build template Customer Workshop

3. www.InfoSlips.com The purpose of the high fidelity mock-up -To give you a good idea of what the InfoSlip will look like -To get brand sign-off -To use it internally and the intended recipients to assist with change management

4. www.InfoSlips.com Archive allows the recipient to see all the historical slips sent from InfoSlips Newsletter will open online location if the client is online, if offline the tab will be hidden Main Navigation

5. www.InfoSlips.com Home Page

6. www.InfoSlips.com A dropdown list will appear if multiple accounts are held with Alpha Wealth Bubbles size represents the size of the Portfolio in each sector Performance will display green and red based on negative and positive gain Total Portfolio value will changed based on the Individual / Household selected Performance per type

7. www.InfoSlips.com The client’s details will be pre-populated with the fields missing being empty Update button will send a pre-populated email back to a dedicated Alpha Wealth email box Compliance status will be highlighted to the recipient FICA & FAIS Compliance status will be highlighted to the recipient My details

8. www.InfoSlips.com Wealth Manager & Team Better communication with the rest of the team, by means of an pre-populated email with the recipient information Better communication with Wealth Manager by means of Skype, Phone, Email Marketing Material space holder, which can change monthly Schedule a meeting with the Wealth Manager by means of pre-populated email to the wealth manager’s email address

9. www.InfoSlips.com Performance Exposure The Exposure is detailed on graph with comparison between Asset Value & %Return The recipient can view their YTD % Return The recipient can view their underlying Exposure per Fund, with its Fund Manager, Service Provider and online Fund Fact Sheet Risk Tolerance Indicator per recipient will be indicated

10. www.InfoSlips.com Holding & Transactions Drill through to underlying transactional data containing the Holdings and Transactions. Filters can be applied to headings for ease of filtering Complaints can be logged with a pre- populated email to the service desk New Services can be introduced by means of the ‘Service’ link

11. www.InfoSlips.com Way Forward Once signoff is obtained the template development will commence

12. www.InfoSlips.com Fin!