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BoE PRIVATE

CLIENTS



ORIGINS IN THE 1830’SBoE Private Clients’ heritage is rooted in over 175 years o delivering secure and personal service togenerations o discerning amilies. oday, BoE Private Clients is a leader in integrated personal wealth

management. Our cornerstones remain the highest levels o proessionalism, discretion, conidentiality andspecialist expertise.

he personal relationships on which our success is based, will continue to provide our clients and theiramilies with the peace o mind that uture generations will beneit rom today’s wise investmentdecisions and planning.

On 1 January 2003, six businesses were merged to create BoE Private Clients, namely:

n BoE Personal Stockbrokersn BoE Private Bank n F NIB Private Clientsn Nedbank Syrets Wealth Managementn Old Mutual rustn Syrets rust

he new company is a wholly owned subsidiary o Nedbank Limited and enjoys the ull support o itsparent company. BoE Private Clients serves as the exclusive wealth management business or high networth individuals. It has a separate Board o Directors and unparalleled strength in its shareholders.

BoE Private Clients

proud history of outstanding service, integrity and stature in the private client community.A

OUR VALUE PROPOSITIONOur value proposition is to provide you with:

n outstanding perormance,n unequalled service andn comprehensive advice.

Private Clientvalue

proposition

BankingServices

InvestmentServices

FiduciaryServices

RiskServices

PhilanthropyOffice



RISKBoE Private Clients provides appropriate short-term insurance and

long-term (lie) assurance needs solutions or our clients.

Scope o services include:

Long-term risk ofering or individuals

Lie Insurance

Disability

Dread Disease / Severe Illness Benet

Long-term risk ofering or business needs

Key Man Insurance

“Buy-&-Sell” agreements Contingency / Loan Redemption Insurance

Short term

Home-owners’ insurance

Household and contents

Vehicles

Public liability

INVESTMENTSBoE Private Clients utilises its depth

process to construct diversied port

to be held or the long term, compli

beating outcomes or its clients.

Scope o services include:

Discretionary Managed Portol

Domestic and international jur

Discretionary and Compulsory

Segregated Fund, Fund o Fun

FIDUCIARY SERVICES We provide access to highly skilled specialists ofering expertise across a high net

worth duciary ofering including:

rust ormation and administration

Will preparation

Executorships / Winding up o deceased estates

ax compliance and tax advisory services

Ofshore rust ormation and administration available through Fairbairn

rust Company Limited (Guernsey). Tis process is acilitated by BoE Private

Clients.

BoE Private Clients

ReM

FiduciaryServices

Risk

Inve



proessionals and an active, rigorous

g a oundation o quality assets intended

lite strategies, to achieve sensible ination

ly Advised Portolio

Savings

Share portolios

BANKING We ofer high net worth banking solutions.

PRIVATE BANKING

BoE Private Clients Black Product Suite

BoE Private Clients Cheque Account with

optional overdrat acility

Visa Black Credit Card (Platinum)

American Express Charge Cards (Gold/Platinum)

Garage Debit/Credit Cards

BoE 24/SEVEN Internet Banking

BoE Private Clients Homeloan Products

BoE Private Clients Vehicle and Asset Finance

Cash Management Solutions and Money Market Investments

Call Accounts and Fixed Deposits

SPECIALIST FINANCE

ypical transactions may include

Facilities secured by listed equities

Commercial property transactions

Mixed security acilities

Debt consolidation and restricting

Non-vanilla repayment proles: interest only bullet payments or escalating

installment acilities

Capital-raising or entrepreneurial activities and opportunities

LEVERAGED FINANCE

ypical transactions may include

Shared acquisition transactions

“Going Concern” transactions

Management buy-out/buy-in transactions Share buy-back transactions

Special dividend transactions

De-listing transactions

BBBEE transactions

Balance sheet restructures

SHORT TERM INSURANCE Our dedicated broker service ofering includes

Insurance risk management

Advice and service

Personalised administration and claims handling

Specialised holistic underwriting Competitive short-term insurance products

HILANTHROPY OFFICEWe provide specialised investment and duciary services to

Individuals and amilies involved in philanthropy

Private oundations

Corporate oundations

Non-prot Organisations (NPOs)

We ofer an end-to-end service that includes

Structuring and set up o a charitable trust or donors or organisations

Obtaining o all approvals

Investment o unds

Ongoing advice and relationship management

Reduced entry levels and discounted ees

Portfolio of Services

Bankinghiper

T

nts

y



ASSETS UNDER MANAGEMENT

With assets under management o over R38 billion and a urther R44 billion under administration inour stockbroking, iduciary and trust businesses, BoE Private Clients is one o the largest private clienasset management businesses in South Arica.

INVESTMENT RESEARCH TEAM

As one o the largest private client asset managers in South Arica, we have assembled a dedicatedinvestment research team to determine and manage our house views. his team has:

n A powerul group o highly skilled and experienced investment proessionalsn Structured and disciplined investment processesn Over 225 years o collective investment experiencen More than 30 degrees, plus numerous diplomas and courses between them

In addition to the central research team, more than 40 Portolio Managers and Stockbrokers nationalparticipate ully in investment decision making.

CLIENT FACING TEAMS

We have over 750 sta situated in 9 locations around the country. Our sta have been organised intoteams o generalists and specialists to ensure you receive proactive advice which is both technically correct yet takes cognisance o a wide range o relevant and related topics.

HIGH ENTRY LEVELS

We oer exclusive services to high net worth clients. Our minimum entry levels are as ollows:

n personal income in excess o R1,5 million per annum, orn investable assets greater than R5 million, orn a stockbroking account in excess o R250 000

Our teams o generalists and specialists will be your partner in accumulating and preserving wealth.

QUICK REFERENCEFACTS ABOUTBoE PRIVATE CLIENTS

Durban

Port ElizabethKnysna

George

Cape Town

Pietermaritzburg

Pretoria

Johannesburg

Bloemfontein



BoE Private Clients incorporates the following entities:

BoE (Pty) Limited. Registration Number 1997/009637/07

BoE Private Bank, a division of Nedbank Limited. Registration Number 1951/000009/06

BoE Trust Limited. Registration Number 1919/00178506

BoE Stockbrokers (Pty) Limited. Registration Number 1996/015589/07

Authorised financial services provider and registered credit provider NCRCP16/NCRCP59.A member of the Nedbank and Old Mutual Groups.

CAPE TOWNPO Box 86Cape Town, 8000+27 (0)21 416 6000 phone

JOHANNESBURGPO Box 582Johannesburg, 2000+27 (0)11 294 9000 phone

BLOEMFONTEINPO Box 12822Brandhof, 9324+27 (0)51 401 8575 phone

PRETORIAPO Box 56447Arcadia, 0007+27 (0)12 470 6400 phone

KNYSNAPO Box 2628Knysna, 6570+27 (0)44 302 2700 phone

DURBANPrivate Bag X14Musgrave, 4062

+27 (0)31 536 5000 phone

PIETERMARITZBURGPO Box 13712Cascades, 3202+27 (0)33 347 6940 phone

GENERAL ENQUIRIES0860 111 BoE(263)[email protected]

GEORGEPO Box 1757George, 6530+27 (0)44 802 7200 phone

PORT ELIZABETHPO Box 27528Greenacres, 6057

+27 (0)41 398 8080 phone

Website: www.boeprivateclients.co.za

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