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Paul Hogarth Autumn Partner Forums

Paul Hogarth Autumn Partner Forums. Paradigm Conference 2013. Paradigm Conference 2013. Our business has evolved and grown……. Our business has evolved and grown……. Current platform run-rate - £15m per week. Our business has evolved and grown……. Current run-rate - £5m per week.

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Paul Hogarth Autumn Partner Forums

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  1. Paul Hogarth Autumn Partner Forums

  2. Paradigm Conference 2013

  3. Paradigm Conference 2013

  4. Our business has evolved and grown…….

  5. Our business has evolved and grown……. Current platform run-rate - £15m per week

  6. Our business has evolved and grown……. Current run-rate - £5m per week

  7. Your income has grown as well!

  8. Where we want to be in two years Assets under Administration (£’000,000) Maintaining current platform run-rate - £15m per week

  9. Where we want to be in two years Tatton Assets under Management (£’000,000) Build slightly on our current platform run-rate

  10. So how are we going to achieve these high targets? LAUNCH OF THE NEW PARADIGM PLATFORM PROPOSITION YOUR CENTRALISED INVESTMENT PROPOSITION JUST GOT BETTER!

  11. Platform Re-launch Objectives • RDR has put an absolute focus on product costs and overall service proposition so we have addressed the future price sensitivities in the Platform market • Your accrued revenue on Paradigm Nucleus wrap is subject to disturbance events so we have moved to reduce/eliminate exposure to such events • Restructured platform proposition to ease the administration burden of current OBSR/Vanguard model portfolio service

  12. Our new platform proposition Paradigm Nucleus Current 50bps New 50bps Inc. Tatton DFM Income (pre RDR assets) 9bps 6 bps (Tatton)

  13. Amber Financial Investments Limited Current 50bps inc Tatton Current 35bps

  14. PROPOSITION SUMMARY AMBER TATTON NUCLEUS AMBER NUCLEUS TATTON 50bps 35bps 35bps 50bps

  15. Tatton Equity • 40% of Tatton Capital allocated to participating firms • Equity available to both independent and restricted firms • No subscription costs • Prism shareholders automatically become Tatton shareholders – more equity available to build on value you already have • First 100 firms get allocated the equity • 60 Firms already allocated • 40 Spaces available • Simple joining process

  16. Summary of our new platform proposition • Bundling in the Tatton discretionary services makes the total client proposition at 50bps incredibly competitive • We can protect accrued income against disturbance event threat – and now on a single platform which means no change for you • Equity opportunities available and in line with FCA requirements • We’ve just made a very good model even better

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