Investment Monitoring Made Simple. Take the first step in gaining control of your assets and securing the success of your financial goals.

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1 Investment Monitoring Made Simple Take the first step in gaining control of your assets and securing the success of your financial goals.

2 The success or failure of your financial goals depends solely upon the performance of the assets assigned to them.therefore doesn t it make perfect sense for all parties involved to concentrate all of their efforts on managing each and every individual asset? T3 Online completes the information triangle between investment account owners - you, a range of brokerages (T3 strategic partners) including their IFA s, and the international life companies (the product providers). We provide a wrap platform for all of your offshore investment products which obtains and specializes in the efficient delivery of unbiased, transparent information essential to the successful management of your investment portfolios. By following the powerful Target, Trigger, & Trade process you and your IFA are able to Target every aspect of your individual assets daily perfmances, use T3 Online s unique system to alert you when an asset has achieved a profit, profit protection or capital protection Trigger, consult the Movers & Shakers list of all the assets available which allows you and your IFA to compare and choose your future asset selections, then Trade quickly and efficiently between assets using our online Electronic Switching function.

3 Information Stock Prices Advice You Informed Decisions Financial Advisor Fund Prices Currency Rates Contributions Transactions Switching Charges Information Valuations

4 Target Your secure online account opens with the total net worth value of all your investment policies monitored on the T3 system. Select an individual policy to view its up-to-date valuation and performance. Click on any of the individual assets within each policy to view their asset data sheets so you and your financial advisor (IFA) can view all of the daily performance data needed to properly manage your portfolios efficiently and successfully. Maximize the performance of every asset within your portfolios by saving a predetermined Profit, Profit Protection or Capital Protection Trigger. When achieved the T3 system automatically alerts you and your advisor via , informing you at the precise moment an investment decision is required.

5 Trigger Once individual asset triggers have been saved, you and your advisor are now empowered to react immediately, making informed decisions at any time throughout all market conditions. Once alerted, your financial advisor (IFA) will help you to decide whether you should: A) Increase your trigger to gain even more growth; B) Switch out some or all of the existing value into another asset; If the decision is B) switch out some or all of your existing value into another asset, you would then consult the Movers & Shakers function to narrow down a selection of new assets to switch into. Within Movers & Shakers, you can view the top and bottom 5 performing funds provided by your product provider, compare the current unit price of every fund within your product providers menu to its 180 day moving average price, determine if an asset is cheap or expensive right now, and see how individual fund prices are trending over a 30 day period and how they are trending compared to their 180 day moving average prices.

6 Trade The most successful investment strategy has always been to buy low and sell high and the Movers & Shakers area will help you and your advisor (IFA) determine the best growth opportunities for your future asset selections. Once a change has been decided, our Electronic Switching function will enable you to switch between funds, change the way your existing contributions will be distributed for future unit purchases, or buy and sell stock or manage your currency accounts. Simply select the type of transaction or switch you wish to complete and then follow the online switching wizard to achieve it.

7 Success By using the data provided and following the simple T3 steps you will always be able to; Track the performance of your portfolios and the individual assets within them. Take immediate action upon a range of pre-determined asset triggers; A) Profit triggers alert you when your growth targets have been achieved. B) Profit Protection triggers allow you to protect profits in a downward trend. C) Capital Protection triggers allow you to limit the downside exposure of your capital. Take control of the portfolio performances responsible for achieving your financial goals by having efficient, trusted, up-to-date information from which to make your investment decisions. Take control of your assets today enquiries@online-t3.com

8 3905 Two Exchange Square 8 Connaught Place Central, Hong Kong enquiries@online-t3.com