Administration and Reporting Service
Portfolio administration and reporting made simple
The process of personally managing a diverse portfolio of securities is time-consuming and complex. The Forsyth Barr Investment Administration and Reporting Service (IARS) provides a simple, comprehensive and cost-effective solution.
Private Portfolio Management (PPM) and Premium Advisory Service (PAS) clients receive the IARS service at no charge.
Investment Advisory Service (IAS) and Investment Transaction Service (ITS) clients can elect to receive the IARS service – they are able to choose which assets are administered within IARS i.e. International and New Zealand securities (including Fixed Interest). For the greatest administration and reporting efficiency and value, we recommend that clients hold all qualifying assets within IARS.
Importantly, for Forsyth Barr to transact in international securities on your behalf it is necessary to do so through IARS.