Austen Morris Presentation

Our Clients around the world…

Our Clients around the world…

My Background My Background

David Ruler

Associate

Years of experience in Stockbroking Banking Wealth Management

Fully UK FSA qualified

Our Background Our Background British owned financial planning and wealth management company with international operations opened in 1994.

Our main principles are: trust, professionalism and partnership.

Austen Morris Associates is a WFOE maintaining full legal recognition in all areas of the world that we operate in.

Independent advice

Largest financial consultancy in Asia

Our Asia OfficesOur Asia Offices

Head Office Asia PacificShanghai

Head Office Asia PacificShanghai

Vietnam OfficeVietnam Office

Beijing OfficeBeijing Office

Thailand OfficeThailand Office Indonesia OfficeIndonesia Office

What Is Offshore Investing?What Is Offshore Investing?

Tax free Protection 90% Security AAA rating

Stability ConfidentiallyInstitutional Buying Power

A few of our partners…A few of our partners… A few of our partners…A few of our partners…

Example of Fund Performance – June 2012Holding 1 Year Performance 3 Year Performance Currency Start Date

Pictet Asian Currency Local Debt

11.71% 29.74% EUR 24/01/2007

Templeton Asian Bond 7.7% 45.35% EUR 25/10/2005

JPM US Bond 8.99% 46.31% USD 15/05/1997

Henderson Horizon Pan European Alpha

5.00% 52.24% EUR 01/12/2006

Invesco Asia Balanced 2.13% 73.57% USD 01/09/2003

Fidelity Funds Global Property

7.10% 118.04% EUR 09/12/2005

Blackrock GF World Gold

11.25% 45.98% EUR 06/04/2001

Carmignac Emergents 5.85% 93.32% EUR 04/02/1997

Henderson Horizon Global Technology

9.82% 104.66% USD 31/10/1996

Aberdeen Global Emerging Markets Bond Hedged

10.70% 120.21% EUR 11/07/2007

Aberdeen Global Asian Smaller Companies

6.53% 168.37% USD 14/05/2004

HSBC GIF Russia Equity

23.88% 130.52% USD 17/12/2007

Online AccessAccess

24/7 access24/7 access

Daily valuationsDaily valuations

Easy to use interfaceEasy to use interface

Graphical fund performanceGraphical fund performance

Stop/loss alertsStop/loss alerts

All assets on one systemAll assets on one system

Portfolio recommendationsPortfolio recommendations

Regular reviewsRegular reviews

Easy information flowEasy information flow

Monthly Performance Reports

Regular Investment Reviews

Continual Portfolio Management

Monthly Updates

Detailed Quarterly Analysis

Weekly Newsletters

Transparent Charging Structure

AMA Client Service AgreementAMA Client Service AgreementAMA Client Service AgreementAMA Client Service Agreement

Process To Become A Client….Process To Become A Client…. Process To Become A Client….Process To Become A Client….FIRST MEETING Review your situation now Discuss your goals and objectives Establish whether & how we can help

SECOND MEETING Show you our recommendations If suitable, apply for an account

THIRD MEETING Investment account documents Invest your money

FUTURE MEETINGS Service and review through regular meetings

For more Information:For more Information:

David Ruler, Associatedavid.r@austenmorris.com www.austenmorris.com

Head Office Asia PacificShanghai Puxi19th Floor Guangdong Development Bank Tower555 Xujiahui Rd.Shanghai, China 200023shanghai@austenmorris.comT: (86 21) 63901233

Thank You