An investment portfolio with Bradley Associates can contain investments from North America, Europe and Asia, including equities, IPO and managed funds. We will provide you with a direct line of access to your assigned portfolio manager so you can manage your portfolio at anytime. What are the features? • Regular Reporting: You will receive a consolidated report on a quarterly basis, which summarizes all aspects of your portfolio and performance for the period. These reports include a portfolio valuation, portfolio performance summary, distribution statement and investment transaction summary. • Annual Tax Summary: You will receive an annual tax summary following the completion of the financial year to simplify the preparation of your tax return. • Efficiency: The investment manager will concentrate on making quality decisions in a timely manner to optimize your portfolio.

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2. How does it work?
An investment portfolio with Bradley Associates
can contain investments from North America,
Europe and Asia, including equities, IPO and
managed funds. We will provide you with a
direct line of access to your assigned portfolio
manager so you can manage your portfolio at
anytime.

3. What are the features?
Regular Reporting: You will receive a
consolidated report on a quarterly basis, which
summarizes all aspects of your portfolio and
performance for the period. These reports
include a portfolio valuation, portfolio
performance summary, distribution statement
and investment transaction summary.

4. Annual Tax Summary: You will receive an
annual tax summary following the completion of
the financial year to simplify the preparation of
your tax return.

5. Efficiency: The investment manager will
concentrate on making quality decisions in a
timely manner to optimize your portfolio.