The Private Portfolio Management Investment Process Understanding your investment requirements Through a series of discussions and meetings, we will document the investment strategy agreed with you. This will record your investment objectives, priorities and the level of investment risk and return you are comfortable with.  Professional management of portfolio Your Investment Advisor is active in the markets on a daily basis, and will manage your portfolio within the parameters agreed with you. This ensures we are able to respond as quickly as necessary in the complex and dynamic financials markets.  A comprehensive administration service  Our service provides you with safe custody of your investments. All the administration for your portfolio is attended to on your behalf. Cashflow management provides for regular drawing or one-off lump-sums as required.  Regular reporting and access to Investment Advisor  With quarterly reporting you will be well informed about all aspects of your investments and their performance. You are able to meet your Investment Advisor at any time to discuss any details in relation to the management of your investment portfolio. Your Investment Advisor manages your portfolio  Forsyth Barr Investment Advisors are experienced and qualified investment professionals working in the markets every day on behalf of clients. As such, they bring a broad understanding of the many facets of investment to every transaction, along with a real ability to make a difference for you.  In order to manage Private Portfolio Management accounts, your Investment Advisor must be accredited by Forsyth Barr as being sufficiently qualified and having the requisite level of portfolio management experience.  Once accredited, they must manage portfolios within the parameters recorded in our detailed investment guidelines, procedures and compliance program.  Each individual portfolio is monitored relative to the terms of its specific client agreement to ensure compliance with our standards of practice.  The guidelines for your Investment Advisor are determined by our Investment Management Committee. This group comprises some of Forsyth Barr’s most senior and experienced managers.  Find out more about our Reporting, Administration and Safe Custody. Cash Management and Investment Income  Included within your Private Portfolio Management account is a Forsyth Barr Cash Management facility. This receives all interest and dividend income, sale proceeds or investment maturities, for distribution to yourself or reinvestment.  You can elect at any time to receive a regular income from your portfolio or to have a one-off payment made to you.  Find out more about Forsyth Barr Cash Management.  Who uses Private Portfolio Management? Find out if this service is suitable for your needs. Find out more about our reporting, administration and safe custody. What are the charges? Find out about our competitive fees. Download a Private Portfolio Management brochure.  Taking the next step You deserve to have your investments managed to your best advantage.  You should be confident that your investment portfolio is working effectively for you both now and in the future. This will free up your time to do the things you most want to do. 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 now to discuss Private Portfolio Management.  “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.