Dolphin offers clients access to a comprehensive cost effective portfolio administration service (PAS), features of this platform include:

• End of day portfolio valuations & reporting
• Optimised CGT reporting
• Corporate action processing
• Online access available

If you would like to learn more about PAS please contact:

• Darren Kerford dkerford@dolphinpartners.com.au
• John Joglou jjoglou@dolphinpartners.com.au
• Anthony Neasmith tneasmith@dolphinpartners.com.au