Portfolio Management : Engagement Process for Jack A. Bass Managed Accounts

The Engagement Agreement authorizes us to officially act on your  behalf and also provides for protection of confidentiality in regards to the dissemination and distribution of your sensitive financial information.Generally you will name Jack A. Bass as a person allowed to trade your portfolio – BUT without any authority to remove funds from your account.

Due Diligence. Once our company is engaged, we undertake the required due diligence to confirm and verify the necessary information required to execute your request.

Evaluation. After due diligence we evaluate your / your  company’s current value and estimate future value based on recent market and other comparable data.

Fees. Engagement Fees are  NOT based on the number of hours and direct costs required to complete due diligence, perform an evaluation, and prepare the necessary information to support your request that we act for you.Our initial review: this includes performing financial analysis, conduct competitive comparisons, in- depth financial reviews, and validating the necessary information to prepare the most compelling portfolio related to your needs.

We earn our fees by performance :

1 % per year as administration

20 % of annual portfolio gains calculated twice a year

There is no cost or obligation to contact us at info@jackbassteam.com ( or call Jack directly at 604-858-3202 – same time zone as Los Angeles)

Main website http://www.jackbassteam.com

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