David Ruler is an associate at Austen Morris Associates, a British-owned financial planning and wealth management company with international operations since 1994. The document provides information about David and Austen Morris Associates, including their backgrounds, Asia offices, investment products and funds, online access for clients, client services, and the process for becoming a client.

2. Our Clients around the world…

3. My Background
 David Ruler
 Associate
 Years of experience in
 Stockbroking
 Banking
 Wealth Management
 Fully UK FSA qualified

4. 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

5. Our Asia Offices
Head Office Asia Pacific Beijing Office
Shanghai
Vietnam Office Thailand Office Indonesia Office

6. What Is Offshore Investing?
Tax free Protection 90% Security AAA rating
Stability Confidentially Institutional Buying Power

7. A few of our partners…

9. Example of Fund Performance – June 2012
Holding 1 Year Performance 3 Year Performance Currency Start Date
Pictet Asian Currency 11.71% 29.74% EUR 24/01/2007
Local Debt
Templeton Asian Bond 7.7% 45.35% EUR 25/10/2005
JPM US Bond 8.99% 46.31% USD 15/05/1997
Henderson Horizon 5.00% 52.24% EUR 01/12/2006
Pan European Alpha
Invesco Asia Balanced 2.13% 73.57% USD 01/09/2003
Fidelity Funds Global 7.10% 118.04% EUR 09/12/2005
Property
Blackrock GF World 11.25% 45.98% EUR 06/04/2001
Gold
Carmignac Emergents 5.85% 93.32% EUR 04/02/1997
Henderson Horizon 9.82% 104.66% USD 31/10/1996
Global Technology
Aberdeen Global 10.70% 120.21% EUR 11/07/2007
Emerging Markets
Bond Hedged
Aberdeen Global Asian 6.53% 168.37% USD 14/05/2004
Smaller Companies
HSBC GIF Russia 23.88% 130.52% USD 17/12/2007
Equity

10. Online Access
 24/7 access
 Daily valuations
 Easy to use interface
 Graphical fund performance
 Stop/loss alerts
 All assets on one system
 Portfolio recommendations
 Regular reviews
 Easy information flow

11. AMA Client Service Agreement
Monthly Performance Reports
Regular Investment Reviews
Continual Portfolio Management
Monthly Updates
Detailed Quarterly Analysis
Weekly Newsletters
Transparent Charging Structure

12. 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

13. For more Information:
David Ruler, Associate
david.r@austenmorris.com
www.austenmorris.com
Head Office Asia Pacific
Shanghai Puxi
19th Floor Guangdong
Development Bank Tower
555 Xujiahui Rd.
Shanghai, China 200023
shanghai@austenmorris.com
T: (86 21) 63901233

14. Thank You