Prospectus

The Transporting of people is Big Business

…Now is the time to join the Best in the industry.

Do you have a passion for children, sales and people, join the experts and be a success by owning a Rubix Shuttles and Transfers franchise.

…we are looking for new franchisees that are dynamic, positively minded, go-getter-type people with a great sense of business ethics, who place a high value on social development and will be willing to join a structured franchise system with Rubix Shuttles and Transfers.

About Rubix Shuttles and Transfers

Rubix offers shuttle and transfer services, and the head offices are based in

Johannesburg. The founders and owners of Rubix Shuttles and Transfers are Benita

Goodwin and Sharon Poyner. Rubix Shuttles and Transfers offer school transfers,

corporate transfers and transportation for social events through shuttle based.. Rubix

Shuttles and Transfers is a franchised business enabling the business to expand

countrywide due to the huge demand in the private sector for shuttle and transfer

services.

Rubix Shuttles and Transfers specialise in school transfers and aims to offer the

convenience of a reputable and punctual transfer service that caters for transportation

to and from school, extra-mural activities and other specific requests. This allows

parents, to focus on their work without worrying about whether their children have

reached school, or returned home on time. The Rubix Shuttles and Transfers team look

after the children making use of the service, just as their parents would, by offering a

convenient, dependable and economical transfer service with the aim of saving them

time and money.

Services

Rubix Shuttles and Transfers offer school transfers, corporate transfers and

transportation for social events through shuttle based, express and long distance

services. Our shuttle based service operates within a 10 kilometre radius from the point

of pick up with the flexibility of return transfers as well as one way transfers.

Our school transfer services cover the Northern suburbs of Johannesburg, and are

expanding through a broad franchise network across South Africa.

Why Rubix Shuttles and Transfers?

Making use of Rubix Shuttles and Transfers’ services is as good as having a personal

chauffeured service for children without the associated costs.

The team is committed to quality service to ensure that parents stay stress-free,

knowing their children are in safe hands. Never again panic because you are stuck in

the traffic or waiting for a delayed bus.

Rubix leverages technology to ensure that the parents stay informed at all times,

supported by dedicated staff that are committed to excellence. This is what can be

expected-

Rubix SMS’s parents as soon as they drop children at school or at home.

Customers can contact Rubix at any time with additional requests or to change the

schedule.

All vehicles have satellite tracking and navigation systems which function real time

and are used to monitor vehicle speeds, routes and location.

There are two trained staff members per bus to personally supervise and ensure

children’s safety during collection, transfer and delivery.

They conduct daily vehicle checks.

Regular driver assessments and on-going training.

All staff members undergo CPR, first aid and customer care training.

There are dedicated cell phones in every bus to enable staff to contact parents.

The fleet comprise the latest model vehicles.

In addition, each franchise is owner managed and closely monitored on a monthly basis

by the Head Office to ensure that performance and service levels are met. The choice

to make use of Rubix’ services should be a lifestyle choice, where convenience, peace

of mind, flexibility, safety and above all strong relationships add to the quality of life for

every family.

Rubix Shuttles and Transfers’ Vision

To ensure Rubix Shuttles and Transfers is the No. 1 preferred choice for shuttle and

transfer services for school, corporate, events, sports, leisure and social transfers

through our quality, innovative and exemplary transport service.

Rubix Shuttles and Transfers

The heads of Rubix Shuttles and Transfers franchise agreements are:

5 Years with the option to renew after five years

Setting up costs: R 48,090.00 (excluding VAT) estimated.

Vehicle Finance of one/two 10-SEATER busses. This is considered part of the

fixed costs but vehicle finance is required

Franchise fee R 80, 000.00 (excluding VAT)

Owner operated

The franchise fee is a once off payment for each franchise that is opened. It secures the

rights to operate a franchise, using Rubix Shuttles and Transfers trademarks and

business systems. This fee is excluded in the set up costs. This includes training for 5

days.

Management and marketing franchise fee:-

Management Fee: - R 2500.00 per vehicle (Excl. VAT).

Marketing Fee: - 2.5% (Excl. VAT) of monthly Turnover, with a minimum of R1,000 from month 1 of active operation.

Working Capital: - R 135 000.00

We recommend approximately R 135 000.00 as an initial start up working capital. This

amount can either be provided in the form of an overdraft, or your own funding can be

used for this. These funds will be used to support your cash flow in the initial start up

phase.

Rubix Shuttles and Transfers marketing Ethos Rubix Shuttles and Transfers conducts marketing and advertising activities which are

funded by a central marketing fund from monies collected from the advertising levy

appropriated through contributions by all franchisees.

We will advise on any local marketing. Appropriate mediums and advertorials in

relevant consumer and trade magazines are generally used with a combination of

shows and press advertising. Joint promotions and direct mail will be encouraged to

convey Rubix Shuttles and Transfers message to a defined market. The direct selling

concept is the very core to Rubix Shuttles and Transfers mode of operation. Each

franchise operates independently, marketing and selling the services to the consumer.

Training

Rubix Shuttles and Transfers offer an intensive in-house training course for franchisees

and managers followed by on-the-job training on the training site. Other training courses

are also available at various times during the year and will be run on an ongoing and ad

hoc basis at the expense of the Franchisee unless otherwise indicated.

Franchisee profile

Rubix Shuttles and Transfers are particularly interested in people who possess some or

all of the following attributes:

A people’s person who is able to work with the public and have a pleasant,

positive and caring nature;

He or she must have very good selling skills; experience in direct selling is

preferable;

A self-motivated and organised person who wants to succeed and be prepared to

work as part of a team;

Financially and ethically sound person who treats customers, suppliers and

Rubix Shuttles and Transfers Support Office with integrity; and

Approximately 40 percent of total set-up costs available in cash plus six to eight

months personal living expenses while the Franchise outlet is being established.

Current Franchisees

Bryanston

Benita Goodwin

Tel:- (011) 025 2120

Beverley, Lonehill

Fourways

Ina Freitas

Tel: 072 637 3764

Beverley, Lonehill

Randburg

Sharon Poyner

083 627 1997

Randburg

Sandton

Elphia Fourie

Tel: 072 953 2143

Sandton, CBD

Sunninghill

Desiree Sithole

Tel: 082 560 7040

Sunninghill

Midrand

Khulisani Ndebele

Tel: 073 903 8070

Midrand (South)

You are welcome to contact the franchisees for a site visit or enquire about any additional info you may require. All contact details are listed above.

Benefits of being a Rubix Shuttles and Transfers Franchisee

1. You immediately become part of a going concern 2. You start your business step by step with the support, expertise and knowhow

of Rubix Shuttles and Transfers management team. 3. You benefit from continuing guidance and management support. 4. You are equipped with marketing and sales support and administrative

procedures to ensure maximum results.

5. You benefit from the constant interplay of new ideas resulting in franchisee

interaction. 6. You receive the benefits of co-operative national advertising.

What you get for your investment:

1. Assistance with the start-up programme and identification of needs.

2. Advertising material templates.

3. Assistance with joining & procuring from specified suppliers.

4. Training and continuous follow up training.

5. Proven marketing and sales strategies.

6. Advice and assistance.

7. Annual conference held in the beginning of each year where all franchisees will

be present.

8. Once the franchise agreement has been signed and the franchise fee has been

paid, on the job training and start-up assistance will be provided.

9. Franchise operations manual.

What we expect of you:

1. A commitment and determination to succeed.

2. Hard work and dedication to grow the business.

3. Hands on Management.

4. Loyalty to Rubix Shuttles and Transfers ideals and objectives.

5. A consistent standard of service in the areas of service range, customer

relations and efficient service.

6. Compliance with the franchise agreement.

Where are we looking for Franchisees?

Gauteng

Alberton Hartebeespoort Pretoria East Springs

Bedfordview Kempton Park Pretoria South Vanderbijl Park

Benoni Krugersdorp –

various

suburbs

Pretoria West Vereeniging

Boksburg Lenasia Randburg –

various suburbs

Brakpan Laudium Roodepoort –

various suburbs

Centurion Midrand North Sandton –

various suburbs

Germiston Nigel Soweto

Heidelberg Pretoria North Vaal

Kwazulu Natal

Amanzimtoti Estcourt Mooi River Vryheid

Ballito Empangeni Newcastle Westville

Chatsworth Hibiscus-south

coast

Pietermaritzburg

1

Umhlanga

Durban Central Hillcrest Pietermaritzburg

2

Durban North Kokstad Pine Town

Durban South Ladysmith Queensburg

Dundee Midlands Richardsbay

Western Cape

Atlantic Seaboard Hermanus Paarl Swellendam

Beaufort West Langebaan Pinelands Tableview

Blouberg/West Coast Long Beach Rondebosh Tygervalley

Blue Route Milnerton Sedgefield Tokai

Constantia/Kenilworth Mossel Bay Somerset West Vredendal

Durbanville Oudtshoorn Stellenbosch Worcester

Eastern Cape

Aliwal North East London-

Beacon Bay

Knysna Queenstown

Bisho George Port Alfred

Cradock Grahamstown Port Elizabeth 1

East London Jeffreys Bay Port Elizabeth 2

Mpumulanga

Burgersfort Ermelo Nelspruit Secunda

Bethal Middelburg Sasolburg Witbank

Free State

Bloemfontein 1 Colesburg Kroonstad Welkom

Bloemfontein 2 Harrismith Ottosdal

North West

Klerksdorp Potchefstroom Vryburg

Mafikeng Rustenburg Zeerus

Limpopo

Machado (Louis

Trichardt)

Potgietersrus Polokwane

(Pietersburg)

Each area is non exclusive but with a selection of exclusive 10 schools (primary or high,

pre-primary or nursery schools). If any area has more than ten of each, it will require additional franchisees in that area. This will be discussed on signature.

…Now is the time to join the best in the industry We invite you to join our winning team and become part of our success story by

starting your own Rubix Shuttles and Transfers Franchise. You will be backed and supported by the management and dedicated staff of Rubix Shuttles and Transfers.

Contact

Sharon Poyner Mobile: 083 627 1997

Tel: 011 026 1954 Fax: 086 762 2235

E-mail: sharon@rubixtransfers.co.za or

Benita Goodwin Mobile: 082 322 0212

Tel: 011 025 2120 Fax: 086 725 9392

E-mail: benita@rubixtransfers.co.za

Thank you for your time. If you wish to receive further information regarding this Franchise Concept, please complete the Confidentiality Agreement and documents outlined below and email or fax it back to

086 762 2235.

Fill in the next three documents that are signed, and fax or email back to:

Fax: 086 762 2235 or Email: sharon@rubixtransfers.co.za

Document 1 Dear Applicant Thank you for your interest in South Africa’s very own Rubix Shuttles and Transfers.

The process would be to now complete the confidentiality agreement and submit your

relevant documentation.

What is required from you?

Stage 1: 1.

The following documentation will be required prior to an interview and face to face

meeting being set up. Please refer to the franchise application process flow for a more

detailed outline of Rubix Shuttles & Transfers franchise application process. . Please

circle the appropriate checklist below, sign the necessary documents and scan/fax back

to us

1. Professional Profile or CV. Attached:

2. Signed Confidentiality Agreement. (Document 2) Attached:

3. Prospective Franchisee Questionnaire

(Document 3)

Attached:

4. Copy of ID Document Attached:

5. Signed copy of Process Flow document Attached:

Should you wish to review our Disclosure Document, we would require all the necessary

documentation submitted COMPLETE prior to any confidential information pertaining to

the Disclosure Documentation being shared. Operational procedures will NOT be

discussed until such a time a franchise agreement has been signed and a formal

relationship is in place.

Stage 2:

Once you have submitted your stage 1 completed documentation, a head office

representative will contact you and arrange a one on one meeting with the General

Manager and Co-Owner of Rubix Shuttles and Transfers..

Cash or Finance? Should you decide on purchasing your franchise “Cash”, you will

have the added advantage of having your franchise setup and ready to operate far

sooner than would you have gone for the finance option. Rubix Shuttles and Transfers

is able to assist with contacts to raise funding from Banks, Funding Institutions etc.

Rubix Shuttles and Transfers Do Not however, handle any funding process thus take no

responsibility for any outcome/turnaround time this may have. Rubix Shuttles and

Transfers will however, in its power, supply the Financier with any requirements needed

to raise your funding.

Thanking you for your interest in South Africa’s very own franchise, Rubix Shuttles and

Transfers.

Thank you for your time. If you wish to receive further information regarding this

franchise concept, please submit all required documents to the below email

sharon@rubixtransfers.co.za or fax to 086 762 2235

Document 2: Confidentiality Agreement

I, ……………………………….............………………………………………………………….

ID Number………………………

of……………………………………………………………………………………………………

acknowledge that I am looking into the possibility of purchasing a Rubix Shuttles and

Transfers franchise from Rubix Shuttles and Transfers. Confidential information will be

made available to me. I agree for a period of two years from the date of signature that I

shall neither directly or indirectly, nor through family, a Company or Close corporation,

participate or have any interest in the carrying on of business in competition with Rubix

Shuttles and Transfers operation, anywhere.

The parties hereto acknowledge that the aforesaid restraint of trade is just and

reasonable, both as to period and areas. I will also not disclose any confidential

information regarding the affairs of Rubix Shuttles and Transfers to any other party.

Prospective Purchaser: __________________________

As Witnesses 1._________________________

2_________________________

Date __________________________

Rubix Shuttles and Transfers: __________________________

As Witnesses 1._________________________

2_________________________

Date __________________________

Document 3: Prospective Franchisee Questionnaire:

Please also give some thought to the below questions, as this will assist us in being

able to support you in your decision to become part of the Rubix Shuttles and Transfers

Team.

Where do you reside?

________________________________________________________________

What areas and schools are you looking at servicing?

________________________________________________________________

Would you operate the franchise full time or part time whilst employed

elsewhere?

________________________________________________________________

Would you operate the Franchise yourself or employ someone to run it for you?

________________________________________________________________

If you're employed full time and are intending on operating Rubix how do you

intend servicing your customers without disruption / contact during the day?

________________________________________________________________

What objectives would you set for yourself on purchasing of the franchise?

________________________________________________________________

________________________________________________________________

Who are the competitors in the area you're looking at operating in?

________________________________________________________________

Do you have enough startup capital to finance the Franchise fee and indicative

setup costs i.e. vehicles etc. or would you be taking a bank loan? Indicative

setup costs are R48 090 + R80 000 Franchise fee + the cost of a vehicle

(purchased outright , through an installment sale or through full maintenance

lease option).

________________________________________________________________

Do you have place to park and clean your vehicle(s) and an area where your

staff would be able to rest during their break periods?

________________________________________________________________

Do you have a computer with internet connection at home as well as an e-fax

facility?

________________________________________________________________

•Application Declined - RG notify prospect in writing

•Application Approved - RG schedule meeting to discuss financials

Notify outcome of Application

•Meeting scheduled to discuss financials

•Vehicle financing (FML/RISK)

•Financing requirements etc

Face to Face Meeting

•Applicant completes agreement to proceed with full area business plan

•R8,500 payment by Applicant for full area business plan including feasability + competitor analysis

Agreement to proceed

•Meeting set up to submit Area Business Plan to Applicant incl feasability + competitor analysis + area financial analysis incl discussion items from face to face meeting

• Applicant signs NDA on submission of Area Business Plan

• Applicant has 5 days to review + raise further questions to RG

Further review

•RG has 5 working days to respond to final questions

•Agreement reached 11 days after Area Business Plan submitted to Applicant

Decision time

•Franchise agreement signed

•Payment of franchise fees + training fees made

•10 working days cooling off period

•11th working day -implementation meeting

YES

•Applicant indicates in writing their intention not to pursue the opportunity

•100% loss of R8,500 investment by Applicant

•Applicant returns all documents in full to RG in line with Area Business Plan NDA

NO

•Prospectus•Questionnaire 1•CV•Confidentiality 1•Check list•Area of interest

Email or telephonic enquiry

•Setup meeting on receipt of all documents back from prospective franchisee

Call back

•General discussion on high level opportunity

•Funding (how the applicant intends to finance the business)

•Area of interest•General information

on applicant•Interview

Face-to-Face Meeting

• Applicant indicates in writing of their intention to continue with the enquiry & acceptance of BSA Profile & cost

•BSA Profile @ R1,000 (franchisees own cost)

•BSA Profile Results. Yes - proceed with process No - Close enquiry (RG notifies Applicant in writing)

Vetting•Disclosure mailed to Applicant

• Applicants complete s Confidentiality #2 (1 business day to return)

•Questionnaire 2 (Franchise Application)

•Franchise Agreement mailed to Applicant

All documentation received

•15 working days for review of disclosure & franchise agreements by Applicant, & questions for reply by Rubix Group

•10 Days to submit Questionnaire 2 by Applicant (Franchise Application)

•5 Days for RG to approve/decline franchise application

•Credit & Criminal vetting of Applicant at RG cost

Review by Franchisee for investment

Figure 1: FRANCHISE APPLICATION PROCESS – RUBIX SHUTTLES & TRANSFERS (2013 / 2014)