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Presentation to . Date. Presentation to . Date Attendees. Working with intermediaries A range of services for your clients Investment philosophy and portfolio construction Testimonials Summary Appendix 1: About Sanlam Private Investments Appendix 2: Fee schedule.

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  1. Presentation to

    Date
  2. Presentation to Date Attendees
  3. Working with intermediaries A range of services for your clients Investment philosophy and portfolio construction Testimonials Summary Appendix 1: About Sanlam Private Investments Appendix 2: Fee schedule
  4. Working with intermediaries
  5. Challenging times for advisers
  6. Outsource your risk and save time Outsourcing to a discretionary manager not only gives you time to focus on building relationships and enables you to reduce the investment risk to your business. Do you have the time to: ask your clients’ approval for each fund switch that you wish to make?1 attend regular fund manager meetings? carry out full due diligence? conduct combination analysis? select funds? carry out macroeconomic analyses? rebalance clients’ portfolios? asset allocation? provide performance monitoring and reporting on funds? picking a strategic asset allocation and carrying out client suitability? choosing active or passive management for a given asset class?
  7. Fund selection: a round the clock job Regularfund managermeetings Communicationto investors Combinationanalysis Budgeting/limiting TER Macroeconomicanalysis INVESTMENT SELECTION: A ROUND THE CLOCK JOB Active or passivefor a given assetclass Marketingtiming/tactical assetallocation Rebalancing Due diligence Fundselection Strategic assetallocation. Clientsuitability Performancemonitoring andreporting
  8. Our services We know there are few acts of financial faith greater than entrusting your wealth to another; we hold that responsibility at the forefront of our minds. We aim to be your partners in building and preserving the assets you bring to us.
  9. Sanlam Private Investments Significant experience Significant resources approximately 188 employees: 41 Investment Managers* AUM of £1.9bn* Significant backing part of the Sanlam Group, a leading global financial services business strong balance sheet good profitability *as at 31 December 2013
  10. A range of services for your clients Bespoke portfolio management Risk-tailored discretionary strategies Tax-efficient investments Offshore investment SPI Strategic Investment Grade Bond Fund Stockbroking services Trust and charity solutions Ethical portfolios Administration services
  11. We tailor portfolios to meet your clients’ needs A personalised portfolio is constructed taking into consideration: investment objectives and time horizon income and capital requirements CGT situation investment preferences or restrictions existing investments
  12. Enhancing value through Sanlam Pensions: OneSIPP (see overleaf) Transfer Pension Portfolio (Section 32): part of Sanlam Investment and Pensions The Pinnacle Range of Funds Zest Funds SIP Accel Funds Personal Fund Model Portfolio Versatile Investment Portfolio
  13. Exclusive deal with Sanlam Investments & Pensions’ OneSIPP wrapper (This does not apply in the case of Sanlam Portal wrap service. Other OneSIPP charges for certain additional services apply.) Enhancing value through Sanlam
  14. Investment philosophy andportfolio construction
  15. Our investment philosophy: conviction Investment markets continually offer opportunities Markets are inefficient, driven by human emotion as well as logic We are active investment managers We invest with conviction, backed up by rigorous and disciplined research and a sensible approach to risk control We seek to add real value to our clients in a world of low returns punctuated by episodes of volatility
  16. Our investment approach: quality We are driven by an obsessive focus on finding quality investments We define quality as: management track record competitive advantage good cash generation positive shareholder focus balance sheet strength low capital intensity predictable underlying growth capital security; and the ability to provide dependable returns to our clients –growing equity dividends and earnings or through the comfort provides
  17. Portfolio construction The risk/return profile of the client determines the asset allocation of the portfolio Portfolio diversification to offset impact of ‘banana skins’ Structured research tools aid stock and unit trust selection Individual stocks monitored closely for relative price performance Profits realised as a matter of course IMA benchmarks (where applicable) MANAGEDFUNDS CASH FIXEDINTERESTSECURITIES DIRECT EQUITIES HEDGEFUNDS
  18. Access to our selection process
  19. Testimonials
  20. Testimonials
  21. Recommendations TOP 10 ACCOUNTANCY FIRM IFA ARM OF SOLICITORS NATIONAL IFA
  22. Summary
  23. Overview of our services Portfolios tailored to clients’ needs and objectives Full nominee/custody service Half yearly valuations and annual tax year report and CGT planning In specie transfers Ongoing reviews and regular meetings Online valuation service Updated investment news and commentary at: www.spi.sanlam.co.uk
  24. Summary Outsourcing investment management reduces risk Allows you focus on client relationships Outstanding client service Add value to your business proposition
  25. Important information This information is directed at investment professionals (eg authorised intermediaries) only and is not suitable for distribution or communication to any other person. The Sanlam Group does not accept any liability for any claims, loss or damage, as a result of reliance placed on the information in this presentation, or in respect of the use of this presentation, in the form provided, or otherwise. Issued by Sanlam Private Investments (UK) Ltd. Authorised and regulated by the Financial Conduct Authority. Investing involves risk. The value of investments, and the income from them, may fall as well as rise and is not guaranteed.Investors may not get back the original amount invested. Past performance is not a reliable indicator of future results.
  26. Important information 16 South Park, Sevenoaks, Kent, TN13 1AN 01732 740 700 (Registered office) 10 King William Street, London, EC4N 7TW 020 7280 8700 5 Miles’s Buildings, George Street, Bath, BA1 2QS 01225 460 010 Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria, LA6 2AH 015242 72941 High Point House, 7 Victoria Avenue, Harrogate, North Yorkshire, HG1 1EQ 01423 701800 11 West Road, Ponteland, Newcastle upon Tyne, NE20 9SU 01913 009 242 Wall Terrace, 44-46 Chapel Street, Marlow, Buckinghamshire, SL7 1DD 01628 473298 www.spi.sanlam.co.uk
  27. Appendices
  28. Appendix 1 Sanlam Private Investments Trusted by our clients investment expertise jargon free literature Friendly, approachable staff client suitability of investment decisions is at the heart of what we do specialist in tailored solutions strong track record of asset allocation Strong administration in-house, not outsourced
  29. Appendix 1 SPI’s journey to date SPI launched in the UK on September 24, following the rebrand of the Principal Group. Craig Massey was announced as SPI UK’s CEO. In November, Sanlam Private Investments Wealth Management launched in the UK following the rebrand of Merchant Securities Wealth Management. Daniël Kriel, previously head of marketing for Sanlam Investments, and non-executive director of SPI since 2003, became CEO of SPI. “Daniel changed the look and feel of the business,” says Craig Massey. “Under his guidance we invested in better compliance, improved IT systems and dedicated marketing. He improved client interaction, introducing quarterly presentations, client functions and regular correspondence.” SPI was formed under the brand Gensec Private Clients in South Africa. SPI acquired Merrill Lynch Private Clients, formerly known as Smith Borkum Hare. SPI celebrated its tenth birthday, and an impressive growth trajectory. 2010 1999 2001 2002 2003 2005 2006 2007 2008 2009 2011 2012 2013 SPI enhanced its offshore investment services with the acquisition of Merchant Securities in the UK and Summit Trust International in Geneva. SPI acquired the South African private client business of Dutch bank ABN Amro, formerly known as HuysamerStals, one of the first Afrikaans brokerages on the JSE. Johan van Zyl, former World Bank coordinator and University of Pretoria Vice-Chancellor and Principal, became CEO of Sanlam. Johan restructured the business and improved operational focus and delivery. In the UK, SPI drove the acquisition of a majority interest in Principal Investment Holdings. SPI formed a partnership with Pictet, one of Switzerland’s largest private banks, with assets under management of USD 390bn, over 3,000 employees around the world and a history of more than 200 years. SPI entered a joint venture partnership in Australia, with wealth management business Calibre Investments. Calibre took SPI another step closer to a truly international wealth management capability.
  30. Appendix 1 Our values As part of the wider Sanlam Group, we're committed to acting with integrity, accountability and respect in everything we do and strive for. Our values at Sanlam Private Investments are passion| innovation| transparency| trust. These values don’t just hang on our office wall: they determine how we live our working lives. They teach us to think on our feet. They make us challenge ourselves, the conventions of the industry, and the expected. They make us leaders – a benchmark for others to follow. Our values help us to become the kind of people you want to do business with.
  31. Appendix 1 Investment team at SPI Chief Investment Officer Richard Champion Investment Team Desk Assistant Sarah Hughes Head of Managed Funds Paul Surguy Head of Fixed Income Craig Veysey Head of Global Equities Pieter Fourie MF Analyst James Mercier FI Analyst Francois Kotze Equity Analyst William Ball Equity Analyst Duncan Burden MF Analyst Sam Duncombe International Desk Assistant Kaylee Storey Reporting to Emma Joel As at 1/1/14 31
  32. Appendix 1 Sanlam Group Founded in 1918 in South Africa The Group has business interests elsewhere in Africa, Australia, India, and Europe Sanlam is a leading financial services group in South Africa, listed on the JSE and Namibian stock exchanges The Group comprises a number of mutually dependent business entities focusing mainly, but not exclusively, on wealth creation and protection, investment management and ancillary financial services solutions for individuals and institutions
  33. Appendix 2 Schedule of fees Fees Portfolio management fee: 0.75% per annum +VAT Custodian fee: 0.15% per annum (max £500 per quarter) Dealing charges Gilts: All other investments: 1.00% on first £10,000 1.00% on first £10,000 0.25% on next £90,000 0.60% on remainder 0.10% on remainder Please refer to our Schedule of Fees for full details

  34. Thank you