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Customer Level

Gold

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75% Invesment goal

Acount Details

N° : 005677899

Account opened 01/99

Address: 33 Stream Close,         Reading, RG23 9HX

Investment

Portfolio Value: £754,568

Monthly Performance -0.45%

YTD  9%

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Client Goals

1M before aged 65

60% long terms growth

15% Emerging markets

15% Ethical investmen

10% Medium risk

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