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Disclaimer - Important information
Please see “Terms and Conditions for Private Customers” and “Account Opening Form for Individuals, Joint Accounts and Children’s Accounts – Investment Management/Stockbroking” issued by Brewin Dolphin Securities.Note: This document is issued by Offshore Holdings Advisory Company Limited for information purposes only. No representation is being made that any investment instruments described within this document will or are likely to achieve profits or losses similar to those shown. Past performance is not a guide for future results. The Discretionary Managed Portfolio Service described herein is ongoing. This document does not constitute an offer to sell or a solicitation of an offer to buy investment instruments through Brewin Dolphin Securities. Subscription for the Discretionary Managed Portfolio Service can only be made by completing the “Account Opening Form for Individuals, Joint Accounts and Children’s Accounts – Investment Management/Stockbroking”. Neither Offshore Holdings Advisory Company Limited nor Brewin Dolphin Securities accepts any liability from investors who rely upon any other information with regard to any Brewin Dolphin Securities investments. Investment allocation scenarios shown are for example only and may vary. Changes in foreign exchange rates may have an adverse effect on the value or price of the investment. Most account trading is denominated in British Pounds Sterling (GBP), though other hard currencies are occasionally utilized. The performance record shown is based on the actual audited results published by Brewin Dolphin Securities and provided to private clients on an ongoing basis. The Discretionary Managed Portfolio Service described within this document is subject to FSA regulation. Offshore Holdings Advisory Company Limited is incorporated in the Kingdom of Thailand under the Treaty of Amity and Economic Relations and was registered as such on May 22, 2001 with incorporation number (5) 868/2544. The investment service described within this document are marketed worldwide non-exclusively through Offshore Holdings Advisory Company Limited. Heath Norris, CEO and founder of Offshore Holdings Advisory Company Limited, holds a Bachelor of Science honors degree in Geological Engineering from the University of Idaho, USA (1982), an honors Master’s degree in International Management from the THUNDERBIRD American Graduate School of International Management, Arizona, USA (1992), and is a Certified Mediator in Business Dispute Resolution with the Supreme Court of the State of Virginia, USA (2000). He also is a a Registered Representative - General Securities (NASD Series 7, USA) (2006) and a Combined Securities Agent/Registered Investment Advisor Representative (NASD Series 66, USA) (2007).