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Individual

1
Amount Invested              Term (Years)              Fund Balance              Profit/Loss              %
150000.00              3              154632.26              4632.26              3.09

 

 PRIMARY CLIENT / CONTACT
  Last Name   Smith                 First Name   Fred                  Date of Birth:   0000-00-00                 ID Document:   Passport: 049596784838  
  Address 1:   1 Rosehill Road   Address 2:   1 Rosehill Road, dfghjk   City:   London   County / State:   fghjk  
  Postal Code / ZIP:   SW182NY   Country:   United Kingdom   Mobile:   02076102117   Email:   hmarks@oasiscapital.ch  
  Phone:   02076102117   Security Code:   abc123   Note 1:   kjhgfd   Note 2:   jhgf  

 

 

 JOINT OR SECONDARY CLIENT / CONTACT
  Last Name:   N/A                 First Name:   N/A                  Date of Birth:   0000-00-00                 ID Document:   N/A  
  Address 1:   N/A   Address 2:   N/A   City:   N/A   County/State:   N/A  
  Post Code / ZIP:   N/A   Country:   N/A   Mobile:   N/A   Email:   N/A  
  Phone:   N/A   Security Code:   N/A   Note 1:   N/A   Note 2:   N/A  

 

 

 COMPANY DETAILS
  Company Name   N/A                 Registered No:   N/A                  LEI:   N/A                 Website:   N/A  
  Address 1:   N/A   Address 2:   N/A   City:   N/A   Post Code/Zip:   N/A  
  State:   N/A   Country:   N/A                  
  Phone 1:   N/A   Phone 2:   N/A   Email 1:   N/A   Email 2:   N/A  

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