Competitive Fee The portfolio fee provides for the daily management of your portfolio and the comprehensive administration, safe custody and reporting provided by this service.  The portfolio 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 portfolio 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 Private Portfolio Management? Find out if this service is suitable for your needs. Learn more about the Private Portfolio Management investment process. Find out more about our reporting, administration and safe custody.  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.