Competitive Fee The fee for the Premium Advisory Service provides for the written reviews and ongoing advice in relation to your portfolio and the comprehensive administration, safe custody and reporting provided by this service.  The fee is highly competitive and is discussed and agreed with you at the outset. In many situations this fee will be tax deductible.  No establishment or implementation fee  No fee to transfer investments into your portfolio The fee, paid quarterly, may be tax deductible The fee varies with portfolio size and investment mix No scheduled portfolio fee is payable on cash held in Forsyth Barr Cash Management Brokerage costs apply to transactions undertaken on your account 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. 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.