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 MARKET IDENTIFICATION GUIDE (MIG)

It is important to record names of people who you can approach to do business with, if successful.

Complete the Potential Leads List and bring it back within 7 days.

The names should be of people who live within a 50 km radius from your home and/or your office. People living too far from the
office or home may be difficult to make appointments with and co-attend. There is also a cost aspect in travelling to these people
and servicing them.

Instructions for completing the guide:

The numbering column A automatically generates as you complete column B
Insert the personal information of the person in column B to D
In column E to L select the correct option from the dropdown box provided
Summary Sheet: the Summary Sheet provides a summarized view for us on the information that you have collected. You need to
REFRESH the information on the sheet before returning it to Old Mutual. To REFRESH information, right click in column A7 and
select REFRESH.
 Market identification Guide Applicant Name
Number of Names = 0

No. Name Contact Number City/Town/Suburb Source

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 A Licensed Financial Services Provider

<Enter Name Here>

Monthly Income Age Occupation Family Status

R 12 001 to R 15 000 30 to 40 Mining Married (With Children

Monthly Income
How well known Could approach for busProperty Owned
Casual friend Probably not None
Applicant Name: <Enter Name Here>

Grand
(blank) Community activities
Income Group Total
R 12 001 to R 15 000
(blank)
Grand Total

Grand
(blank) Community activities
Age Category Total
30 to 40
(blank)
Grand Total

Grand
(blank) Community activities
Occupation Category Total
Mining
(blank)
Grand Total

Grand
(blank) Community activities
Family Status Total
Married (With Children)
(blank)
Grand Total

Grand
(blank) Community activities
Relationship Status Total
Casual friend
(blank)
Grand Total
 Grand
(blank) Community activities
Approachability Total
Probably not
(blank)
Grand Total

Grand
(blank) Community activities
Property Total
None
(blank)
Grand Total