Investment Appraisal Client: C. J. Chapman Password: Robin664 Investment Grade: Private Institutional Pages: 2
INCOME INVESTMENT Company Name Inca Pacific Gold & Mining (IPGM)
10% Fixed Rate Monthly Income**
Ref. No. IPGPT576 IPGPT587 IPGPT623
BONDS BONDS BONDS REWARD*
Term 2 YEAR FIXED 10% 2 YEAR FIXED 10% 2 YEAR FIXED 10%
£8,579.90 £714.99
Account Details Required For Funds To Be Released Into Bank Name: Account Holder(s) Name: Account Number: Sort Code: Bank Address:
Amount £24,799.00 £25,000.00 £25,000.00 £11,000.00 £85,799.00
GROWTH INVESTMENT Company Name Inca Pacific Gold & Mining (IPGM)
Ref. No. IPGPT516 IPGPT526 IPGPT554
Holding 1,600 15,000 16,000 32,600
Purchasing Price £1.25 £1.25 £1.25
Amount Paid £2,000.00 £18,750.00 £20,000.00 £40,750.00
LIQUADATION BREAKDOWN Company Name Inca Pacific Gold & Mining (IPGM)
Total Holdings Total Amount Invested
Holding 1,600 15,000 16,000 32,600
Current Price per Share £4.23 £4.23 £4.23
32,600 £40,750.00
Total Liquadation Amount### Profit Margin
£97,148.00
Total Taxable Amount & Fee
£24,821.64
*compensation reward for inconvenience occured. **information is required in order for the funds to be released. ***tax value calculated at the national capital gains rate of 18% and the commission fee.
Total Amount £6,768.00 £63,450.00 £67,680.00 £137,898.00