Premium Advisory Service Quality advice on your investments, supported by a complete administration and reporting service. Successful investing requires quality information on which to base your decisions, and being able to act in a timely manner. You also need to be well organised so that administration and tax reporting are not a distraction from what really matters: considering and making investment decisions.  The Premium Advisory Service makes this whole process simple for you. It gives you access to all areas of our expertise: advice, administration and reporting - while you make the investment decisions.  Your Portfolio  The Premium Advisory Service brings discipline to your investment program through the provision of up-to-the-minute advice, regular reviews and reporting. The Premium Advisory Service provides you with:  Priority access to your own Investment Advisor  Quarterly reporting and reviews of your portfolio and specific recommendations for your consideration  All transactions or adjustments to your portfolio are undertaken with your specific authorisation, confirmed by a contract note  Preferential access to new investment opportunities. A comprehensive administration system that captures your current position at all times  Your various investments are consolidated into a single account to simplify your affairs All of the administration and paperwork is taken care of for you  End of year income reporting for tax preparation purposes  Cashflow management for regular drawings or one-off lump sums  Safe custody of your investment assets  Online access or email delivery of research reports, daily and weekly summaries, and market news and updates  Time to effectively focus on investment decisions, not administration “The Premium Advisory Service makes this whole process simple for you. It gives you access to all areas of our expertise: advice, administration and reporting – while you make the investment decisions.” Who uses the Premium Advisory Service? Find out if this service is suitable for your needs. Learn more about the Premium Advisory Service investment process. Find out more about our reporting, administration and safe custody. What are the charges? Find out about our competitive fees. Download a Premium Advisory Service brochure. Taking the next step You deserve to receive the best advice in relation to your investments. You should be confident that you are making sound decisions about your investment portfolio so that it is working effectively for you now and in the future. By taking care of the administration and paperwork, and providing quality investment advice, we enable you to concentrate on what really matters – considering and making good investment decisions. We aim to make this whole process simple for you. Contact us: We invite you to take the next step towards more successful investing – call us to discuss the Premium Advisory Service. “Our future is about your future. A long and proud history stands behind us. Our commitment is to continue to provide the highest levels of service for all our clients”. Disclosure statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.