James Brearley & Sons Limited

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pdf Simplified Prospectus

Contents - This Simplified Prospectus gives a summary of the EFA James Brearley Balanced Managed Fund. Issue date: February 2010.

pdf Key Features Document (ISA)

Contents - This Key Features Document describes the Key Features and Terms & Conditions of the EFA Stocks and Shares Individual Savings Account (EFA Stocks and Shares ISA). Issue date: July 2010.

pdf Application Forms

Contents - Application Forms. EFA James Brearley Balanced Managed Trust & EFA James Brearley Balanced Managed Trust Unit Trust Stocks and Shares ISA. Issue date: September 2009.

pdf Direct Debit Mandate

Contents - Instructions to Bank or Building Society to pay by Direct Debit.

pdf ISA Transfer Form

Contents - EFA James Brearley Balanced Managed Trust Stocks and Shares ISA Transfer Form. Issue date: April 2008.

pdf Financial - Short Report

Contents - EFA James Brearley Balanced Managed Trust. Manager's Interim Short Report for the period ended 30th November 2009. Issue date: February 2010.

pdf Financial - Long Report

Contents - EFA James Brearley Balanced Managed Trust. Interim Report and Unaudited Financial Statements for the accounting period ended 30th November 2009. Issue date: February 2010.