WAVETECH ENTERPRISES, LLC

9120 DOUBLE DIAMOND PARKWAY, SUITE #4350 RENO, NV 89521
PHONE: 775.841.9400 FAX: 775.883.2384 E-MAIL: JOHNTMOIR@aol.com
CURRENT FUND AND ASSET ALLOCATIONS

Individual, Trust and/or Corporate Name:

Current Investment Categories: Ordinary Funds Tax Deferred Funds

Cash/ Money Market Accounts

US Government, Corporate and/orTax-Free Municipal Bonds

Individual Stocks and/or Stock Funds

Commercial Real Estate (Value & Equity)

Residential Real Estate (Value & Equity)

Miscellaneous Items (Cars, Boats, Planes and Equipment) (Value & Equity)

Other Valued Items (Specify):

Ordinary and Tax-Deferred Total(s)

I(We), , certify that the above filled-in amounts in US Dollars or specified foreign currency for both funds and asset allocations best represents the current division of ordinary and/or tax-deferred funds as well as their respective totals. Wavetech Enterprises, LLC agrees to keep all provided information strictly confidential, as outlined within our Privacy Policy Agreement, and is using the information to suggest the most appropriate of our available management services, based on the presented financial situation.

Date SIGNATURE OF THE CLIENT

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