Creating a Secure Future | Starts Now

Contents

3 | Company Profile

4 | Complete Financial Security & Financial Planning

5 | Our Complete Service Options

6 | Wealth Management Service

7 | Our Approach To Social Responsibility

8 | Our Global Reach

We are committedto long-term partnerships.

Welcome to Austen Morris Associates

At Austen Morris Associates we know how the right financial decisions can make all the difference to your security, quality of life and the realisation of your dreams.

We also understand the importance of working closely with you over the long-term to understand your unique needs and help to meet any challenges along the way.

Since 1994, we have been committed to the core values of trust, professionalism and partnership to the benefit of our International Clients around the world, resulting in the successful relationships that are the foundation of Austen Morris Associates today.

As Independent Financial Consultants, we provide unbiased advice and give you access to the world’s top investment management groups.

Our Consultants offer a wealth of experience in providing the full spectrum of financial advice. Our commitment to ensuring your peace of mind reinforces our focus on trust and partnership.

By focusing on your specific needs and situation, we tailor plans to reach your financial goals while maximizing the benefits of international investing.

Austen Morris Associates is now a truly international company with fully owned registered offices in China, South Africa, Hong Kong, and the Philippines.

To begin your journey towards total financial security you are invited to meet with one of our Consultants to

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Mr. Greg Morris | Founding Senior Partner Austen Morris Associates.

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understand our financial planning approach and why our clients become loyal and long-term partners.

We are committed to partnership and understand we would be as invested in your future, as you would be in ours.

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Austen Morris Associates was founded by two British financial advisors to meet an increasing need in the financial services industry. The goal was simple: to provide expatriates with the complete spectrum of wealth management and financial planning options and supply independent advice with an emphasis on continual guidance and support.

Headquartered in China and South Africa, we now operate throughout Asia and Africa to meet the demand for our specialised services and strong knowledge of financial opportunities for our global investors.

Our ability to seek out innovationsand opportunities globally and quickly implement them has made Austen Morris Associates the most reputable financial services company in China, and a leader throughout the world.

With over a hundred staff members supporting the Asia Pacific region and a growing team in South Africa, we cater to thousands of clients on six continents around the world.

We will always continue to build upon our history of market leadership with integrity and innovation.

Company Profile |

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Visit one of our licensed city center offices and you will be warmly welcomed and introduced to your dedicated Consultant. During this first meeting your Consultant will help identify where you are today and where you want to be over the months and years ahead. Once your objectives are clear, planning for financial security and success begins.

After the first consultation, your Consultant will provide sound advice, which will provide the best approach for your unique requirements, utilising the entire resources of Austen Morris Associates and our team of dedicated researchers. Once completed, the report will be delivered to you in preparation for your second consultation.

The main objective for the second consultation is to answer any questions you or your partner may have regarding the recommended plan and we will then begin the journey to your financial security together. You will have now taken the most important step towards achieving financial security and independence. If for any reason additional information is required or your circumstances change, we will arrange to meet again until your new needs are satisfied.

With your personal Consultant we will constantly monitor the progress towards the achievement of your goals and inform you of any new financial opportunities. You will have access to the details of your investment and a quarterly review through the Wealth Management Service.

Unlike many other institutions, the Wealth Management Service provides a unique ongoing service provided to all our clients, large or small, with additional options available for the more active investor.

We will always strive to reward the trust you have placed inus by returning the best resultsto you.

Whatever your hopes are for the future, fulfilling them will require solid financial planning and the products and investments to turn your financial planning goals into reality. When implementing your financial planning strategies you may want to take full advantage of the benefits of International Investments, including tax-deferred investments that can help you take advantage of the asset building potential of the financial markets.

Complete Financial Security | Financial Planning |

Wealth Portfolio OptionsWe provide a professional and customised portfolio management service designed to protect and advance our clients’ wealth. Our experts will actively provide ongoing help and advice as they maximise the return on your assets.

Portfolio Review Our financial consultants will review your current financial situation and any existing investment portfolios. Your consultant will then customise a plan targeted towards achieving your financial goals.

International BankingWe work with dozens of international banks allowing us to provide recommendations that ensure your needs are met. Our clients enjoy all the benefits of personal banking including additional tax benefits, security, confidentiality and global convenience. Your private accounts can be accessed via email, fax, telephone and the internet.

Education Fee Planning We have a team of financial experts who understand the needs of handling a child’s education costs. With careful planning we can develop a strategy to prepare your child for the future.

InsuranceAs a full service investment company we can assist you in finding the right overall package for your insurance needs. In the event of an accident, illness or death, having insurance is necessary to ensure your financial security.

Investments We have a range of sophisticated products including mutual funds, hedge funds, property and foreign exchange. Our financial experts will ensure you choose the right investment for your specific needs.

Mortgages Buying a home is one of the largest investments many of us make. We can help source loans and provide you with the correct plan to provide solutions and reduce the overall cost of your home purchase.

Retirement PlanningFor first time investors as well as high net worth individuals it is important to plan and invest for retirement. We can provide a package that is right for you as an individual or family to ensure that when you are ready so are your finances.

Trust and Estate PlanningOur consultants assist you through the process of structuring your affairs to avoid financial burden on family members as well as minimising any tax liabilities; including asset transfer, personal wills and insurance.

Our Complete Service Options

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We will grow together by always protecting and developing your portfolio.

Austen Morris Associates’ philosophy for client servicing is simple: to provide a tailored, easy-to-understand service to match your exact needs. Our service includes:Regular online recommendations, which can be easily accepted, allowing you to capitalize on time sensitive investment opportunitiesEnhanced features that work to improve your investment returns, while saving you time and effortIn-house Investment Team actively managing your portfolio12 month free trial of all services

Austen Morris Associatesis committed to long term, rewarding partnerships.

We areas invested in your future as you are in ours.

Service is at the heart of everything we do. We strive to innovate through embracing new technologies and mythologies to constantly improve our service standards. We use the latest technology to deliver the best solutions in the most effective way possible while never losing sight of the human side of client servicing.

Austen Morris Associates has developed a client servicing system, which is effortless and straightforward to use. Quite simply, this system allows you to receive better information, save time and achieve higher growth.

Daily investment valuations Online access to investment information 24 hours a day Direct access to fund factsheetsAll assets organized on one system Regular portfolio reviews Customized online portfolio recommendationsSnapshot summary of growth of assets under managementAutomated system for delivering and accepting portfolio recommendationsIncreased communication with your ConsultantEasy to use client interface

Wealth Management Service

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Through Austen Morris Associates’ charitable contributions, the Company is committed to investing in the communities where our clients, staff and Consultants live.

Through our Corporate Social Responsibility program we embrace responsibility for the company’s actions and encourage a positive impact through its activities on the environment, consumers, employees and communities.

We will always contribute tothe well-being of the larger community.

We will always keep our committment to being agents of positive change.

In addition through our annual charity event, Chi Fan for Charity, Austen Morris Associates supports many community events, charities and non-profit partners every year.

With many of our staff members living overseas and embracing their local communities, it is our goal to support their involvement in schools, clubs, chambers, sports, organizations and community service projects.

Our Approach to Social Responsibility

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This approach has also inf luenced our company internally, we support a variety of sponsorships including fundraising, educational initiatives and conducting seminars. We participate in corporate challenges and encourage joining local sports leagues to promote health and fitness.

In the countries we call home, our purpose will always remain the same:Austen Morris Associates is committed to rewarding partnerships.

Our Global Reach

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We will always value the opportunities we are given.