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Finance · The investment review
One client’s quarterly review, by hand.
Each provider sends its own statement, in its own format. Someone retypes them into one picture, then checks every total.
Finance · The investment review
The same review, ready for the adviser.
Nothing reaches the client until an adviser approves it. It takes each provider’s data feed or file; where there is none, the value is captured once and dated.
by hand
Widen the DMA descriptor queue to 32 entries
- Block
- dma_desc_q
- Change
- 16 → 32 entries, same interface
- Must hold
- 2.0 GHz · area within +3%
- Done when
- All tests pass · new full/empty tests · no overflow, proven
$ make sim TEST=desc_q_full
FAIL desc_q_full: overflow at entry 17
$ vi dma_desc_q.sv # widen count
$ make sim
PASS 1,240 / 1,240
$ make formal syn sta
STA: worst slack −12 ps · count_q → full_o
$ make sta # after retiming
STA: worst slack +8 ps
plan DEPTH 16 → 32, widen count, 2 new tests
rtl dma_desc_q.sv edited
run 1 3 failures → back to the agents
fix full_o compared before the wider count
run 2 lint, sim, formal: pass
sta worst slack +8 ps at 2.0 GHz
1module dma_desc_q #( 2 parameter int DEPTH = 1632, 3 parameter int W = 128 4) ( 5 input logic clk, rst_n, 6 input logic push, pop, 7 input logic [W-1:0] din, 8 output logic [W-1:0] dout, 9 output logic full_o, empty_o 10); 11 localparam int AW = $clog2(DEPTH); 12 logic [AW-1:0] wr_ptr, rd_ptr; 13 logic [AW:0] count_q; 14 assign full_o = (count_q == DEPTH); 15 assign empty_o = (count_q == 0); 16 17 // tests: desc_q_full, desc_q_empty_after_wrap 18 `include "desc_q_full_tests.svh"
Checks
- Lint Not run 0 warnings 0 warnings
- Simulation Not run 1,240 / 1,240 pass 1,240 / 1,240 pass
- Formal Not run 6 / 6 properties hold 6 / 6 properties hold
- Synthesis Not run Area +2.1% · budget 3% Area +2.1% · budget 3%
- Timing, 2.0 GHz Not run +8 ps after rework Worst slack +8 ps
Runs: 0Runs: 7 · 2 days of compute waitsRuns: 11Runs: 2 · both automatic
- Sipho DlaminiSigned OTP: 14 Jacaranda Rd9:02
- Karoo Bond PartnersPre-approval for T. Mokoena8:51
- Venter & Moss Inc.Guarantees: 9 Birch Ave8:40
- Ayesha KhanMy documents for the lease8:22
- Portal enquiry3 bed in Westcliff Ridge8:09
Offer to purchase
1. Property. Erf 2214, 14 Jacaranda Road, Westcliff Ridge.
2. Seller. Naidoo Family Trust (IT 1187/2009), represented by its trustees.
3. Purchaser. Thandi Mokoena, ID 860214 0412 08 2.
4. Price. R 3,450,000.
5. Deposit. R 345,000, within 3 business days of acceptance, into the conveyancer’s trust account.
6. Bond. R 3,105,000, to be approved within 21 days of acceptance.
7. Transfer. By Venter & Moss Inc.
Signed: purchaser 1 Oct 2026 · seller 2 Oct 2026
Letters 4 drafted on letterhead
- To the purchaserDeposit and bond dates, documents needed Not started Typed in Word Drafted
- To the sellerOffer accepted, next steps Not started Typed in Word Drafted
- Attorney instructionTransfer, with the signed offer Not started Typed in Word Drafted
- Bond originatorApplication for R 3,105,000 Not started Typed in Word Drafted
Compliance (FICA)
Purchaser · individual
- ID verified instantly
- Proof of address: upload link sent
- Source of funds: upload link sent
Seller · individual?family trust
- Trust deed
- Letters of Authority
- Each trustee’s ID
- PDFLocal platform · Q3 statement1 Oct
- XLSOffshore platform · valuation1 Oct
- PDFStockbroker · portfolio Q32 Oct
- PDFStructured note · issuer factsheet14 Aug
Quarterly statement
Hendricks Family Trust · as at 30 September 2026
| Fund | Units | Value (R) |
|---|---|---|
| Balanced Fund | 1,204,311 | 4,812,330 |
| Equity Fund | 402,118 | 2,104,955 |
| Income Fund | 1,118,204 | 1,236,410 |
| Total | 8,153,695 |
Contributions this quarter: R 150,000 · Withdrawals: none
| A · Provider | B · Holding | C · Value (R) | D · As at | E · Note | |
|---|---|---|---|---|---|
| 2 | Local platform | Balanced Fund | 4,812,330 | 30 Sep | |
| 3 | Local platform | Equity Fund | 2,104,955 | 30 Sep | |
| 4 | Local platform | Income Fund | 1,236,410 | 30 Sep | |
| 5 | Stockbroker | Direct shares, 14 lines | 3,488,120 | 30 Sep | |
| 6 | Offshore platform | Global Equity · $162,400 | 2,829,008 | 30 Sep | at 17.42 |
| 7 | Offshore platform | USD cash · $18,250 | 317,915 | 30 Sep | at 17.42 |
| 8 | Structured note | 5-year equity-linked note | 1,950,000 | 14 Aug | value from Aug? |
| 9 | Total | 16,738,738 | |||
| 10 | Growth | less opening, contributions | 486,338 | ||
| 11 | |||||
| 12 | |||||
| 13 |
| Provider | Holding | Value (R) | As at | Source |
|---|---|---|---|---|
| Local platform | Balanced Fund | 4,812,330 | 30 Sep | Feed |
| Local platform | Equity Fund | 2,104,955 | 30 Sep | Feed |
| Local platform | Income Fund | 1,236,410 | 30 Sep | Feed |
| Stockbroker | Direct shares, 14 lines | 3,488,120 | 30 Sep | File |
| Offshore platform | Global Equity · $162,400 | 2,829,008 | 30 Sep | Feed |
| Offshore platform | USD cash · $18,250 | 317,915 | 30 Sep | Feed |
| Structured note | 5-year equity-linked note | 1,950,000 | 14 Aug | Issuer · 47 days |
| Total | 16,738,738 |
This quarter
- Opening value
- 16,102,400
- Contributions
- 150,000
- Growth
- 486,338
Allocation
- Local funds 48.7%
- Direct shares 20.8%
- Offshore 18.8%
- Structured 11.7%
- 10:00Ruth AlvarezFollow-upSigned
- 10:20Marcus HaleNew · auto accidentVisit ended
- 10:40Jenna PriceFollow-upIn room 2
- 11:00Omar SaidRe-exam
- 11:20Lily ChenFollow-up
New patient intake
Name Marcus Hale · DOB 03/11/1992
Reason for visit Rear-ended at a red light on Oct 1.
Where it hurts Neck, low back. Headaches.
Pain today 7 / 10
Work Warehouse lead, Lakeline Logistics. Missed 2 shifts.
Insurance Auto (no-fault), claim PIP-55120
Attorney Reyes & Whitford, PLLC
Patient signature on file
- DRWhen did the pain start?
- PTThe morning after. My neck first, then my lower back.
- PTI can’t turn my head to check traffic.
- DRAny numbness, or trouble with your bladder?
- PTNo, none of that.
- DRTender at C5 and C6, and L4 and L5.
- DRI’ll write your employer a note: light duty, two weeks.
Kept on this computer, encrypted. Deleted when the note is signed.
Subjective
Rear-ended at a red light 10/01. Neck pain from the next morning, then low back. Cannot rotate head to check traffic. Pain 7/10. Denies numbness and bladder changes.
Objective
Tender C5–C6 and L4–L5 with muscle spasm. Cervical rotation restricted, 45° left. Neuro screen normal.
Assessment
Cervical and lumbar sprain after a motor vehicle collision.
Plan
Manipulation and manual therapy 3× a week for 4 weeks. NDI and Oswestry at each re-exam.
Codes
| 98941 | Spinal manipulation, 3–4 regions |
| 97140 | Manual therapy, 59 |
| S13.4XXA | Sprain, cervical spine |
| S33.5XXA | Sprain, lumbar spine |
| V43.52XA | Car driver, collision |
Letters
- Narrative reportTo Reyes & Whitford, PLLCNot startedTyped, 4 pagesDrafted
- Work noteTo Lakeline LogisticsNot startedTypedDrafted
- Patient summaryPlain language, grade 6Not writtenDrafted
What your team gets back.
hours a year
About of staff time. Capacity, not cash, until you decide what to do with it.
An illustration from starting figures: change them. A clean one takes to approve; held ones take longer, so the sum uses the average. Twelve months at $100 an hour of adviser time. The audit measures yours.
Start with two weeks.
We sit with one department and show you the number. Then one build, typically $20,000 to $30,000, refunded if it misses its target.
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