Information Call Centre: Effective partner on the capital market

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1 Information Call Centre: Effective partner on the capital market

2 Company profile IDMSA Brokerage House is an independent company on the Polish financial services market. The roots of our firm go back to the beginnings of the revived capital market in Poland. We were the first broker in Poland listed on the Warsaw Stock Exchange (2005). Thanks to many years of experience in broadly understood financial services we continue to ++consolidate our market position and successfully widen the scope of our operations. Key factors determining the highest quality of the services we provide include our passion, commitment and expertise in Polish capital market operations. These allow us to deliver integrated and customised solutions designed to meet the demanding requirements of the current global markets. The foundation underlying the development of IDMSA Brokerage House is our team of experienced, thoroughly trained capital market specialists. We cooperate with a number of respected experts. Our relationships are based on mutual trust, which is why the majority of our team have been with us for more than ten years, and many are shareholders in our Company. The structure of IDMSA BH Group DM IDMSA stake in share capital Company 57,80% Idea TFI S.A. investment funds 100,00% IDMSA.PL Doradztwo Finansowe Sp. z o.o. financial consulting services 72,48% efund Sp. z o.o. venture capital fund Capital operations Our services relating to capital operations constitute an effective alternative to bank financing. We offer a wide range of solutions aimed at selecting the most beneficial method of financing we support our Clients in developing their business and its value in long-term perspective, starting from transformation operations and private market transactions, pre-ipo activities and listing on WSE, up to the following issues of securities. Activities carried out with reference to public forms of financing: Initial public offering of securities (IPO); Execution of follow-on issues of securities of public companies (SPO); Active promotion of issues and search for investors; Preparation of complete documentation (issue prospectus, memorandum); Representing the company to capital market institutions (Polish Financial Supervision Authority, Warsaw Stock Exchange, Polish National Depository for Securities); Introduction of securities to public trading; Underwriting (firm-commitment underwriting or investment underwriting); Performing the function of market maker. 2

3 Activities carried out with reference to private forms of financing: Shares and bonds issue (pre-ipo); Offering of securities to a selected group of investors; Active promotion of an issue; Preparation of necessary documentation and its distribution among investors; Representing the company in negotiations with investors; Organising and managing the depository for non-public companies. Other capital operations: Execution of mergers and acquisition transactions; Services related to strategy consulting (valuations, financial analyses); Preparation and execution of leveraged buyout transactions (MBO/LBO); Preparation and execution of tender offers; Preparation and execution of managerial option programme. Stockbroking services Opening and running investment accounts enabling the sale and purchase of shares and bonds, futures and other financial instruments; Acting as an agent in secondary trading transactions on the Warsaw Stock Exchange (including package transactions); Access to public and private offerings; Discretionary stockbroking; Acting as an agent in taking out loans to purchase securities issued in the primary and secondary market from banks with which we cooperate. IDMSA BH is also one of the market leaders offering corporate bonds. Our clients have a wide choice of carefully selected bonds that may earn more attractive yields with relatively low risk as compared with bank deposits. We hold the first position in the 2010 Best Brokerage House Ranking organised for Forbes by the Polish Association of Individual Investors, in the category of Customer Service Level (November, 2010). Research and Recommendations Research and Recommendation Department prepares equity analyses suited at institutional investors needs. Among published reports are: Daily reports comments on current companies news; Sectoral reports analyses encompassing several Companies from the sector; Monthly reports monthly report including short-term investment ideas. The reports are written in English. First, they are made available to our institutional clients. After 7 calendar days shortened versions (current reports) are presented to individual clients and the press. The full version of each report is made public 1 month after the date of its publication. 3

4 Our analysts also prepare a wide range of reports that are made available to individual and institutional clients at the same time. These include: daily stock market comments; daily analysis of the futures market including intermarket analysis; fundamental reports concerning the companies brought to Warsaw Stock Exchange by IDMSA BH; reports concerning some interesting companies which may experience dynamic price movements in the near future. IDMSA BH holds the first position in the 2010 Best Brokerage House Ranking organised for Forbes by the Polish Association of Individual Investors, in the category of Recommendations and analyses (November, 2010). Sobiesław Pająk, the head of the BH IDMSA analyst team, took first place in the Parkiet daily ranking in the Market Strategies category of The Best Analyst Ranking (January 2014). Forex and foreign markets In response to increasing demand from our clients and growing popularity of investing in foreign markets, we have developed a modern trading platform, IDM Trader, which allows investors to trade: over 170 currency pairs; 21 stock index CFDs (including DAX, S&P500, NAS100, CAC40, FTSE100, etc.); 21 commodity CFDs (including oil, gas, corn, cocoa, etc.); over share CFDs; over 450 futures; foreign shares; 42 currency options including gold and silver; over 850 ETFs. IDM Trader also offers a number of advanced tools for technical analysis, market news analysis and other analyses necessary to achieve success. Asset management Asset management services are dedicated to wealthy clients who expect a strategy that is well matched to their investment goals and accepted risk levels. Asset management services constitute an alternative to bank deposits and investment funds. Since August 2006, IDMSA BH has also managed the assets of IDEA TFI the mutual fund management company that achieved the highest rates of return in the Polish market in Within the framework of our securities portfolio management services, we offer our customers various strategies depending on their risk appetite and investment horizon they may choose from eight standard portfolios or an individual strategy. The strategies managed by the BH IDMSA Asset Management team have reached the top levels of returns in their categories (based on Parkiet daily rankings dated on , and ). 4

5 Awards An award granted for the highest number of IPOs carried out in Poland as well as for the repeated achievements and equal form in the years 2010/2011 granted by Warsaw Stock Exchange (February 2012) The Best Brokerage House in terms of the value of the issued bonds in the first half of 2011, according to Parkiet daily (August 2011) The first position in the 2010 Best Brokerage House Ranking organised for Forbes by the Polish Association of Individual Investors, in the category Recommendations and Analyses (November 2010) Third among Top Brokerage Houses in terms of the quality of services offered, according to a mystery client survey carried out for Puls Biznesu daily by Dive-AdHoc (April 2010) Second among The Most Effective Brokerage Houses in terms of the number of new companies introduced to the Warsaw Stock Exchange, according to the IPO.pl portal and Manager magazine ranking (March 2010) Second among The Most Dynamic Brokerage Houses of 2008 and third among The Largest Brokerage Houses of 2008, according to Gazeta Finansowa daily Second among The Most Effective Brokerage Houses of 2008, according to Gazeta Finansowa daily Third among The Fastest Growing Companies of the Previous Three Years in Forbes rankings Third among The Most Effective Brokers on the New Issues Market in 2008, according to Gazeta Prawna daily IDMSA BH was awarded with the title Pearl of Polish Economy 2008 in the ranking of Polish companies prepared by an economic magazine Polish Market and the Institute of Economics of the Polish Academy of Sciences The first prize granted by the Warsaw Stock Exchange for largest number of new companies introduced to stock exchange in 2007 The first prize granted by the Warsaw Stock Exchange for the highest value of new issues of companies already listed in 2007 The title of The One to Change the Polish Industry A.D granted by the Nowy Przemysł monthly First among Top Brokerage Houses in Poland in terms of the number of IPOs carried out between 2004 and 2007, according to Parkiet daily The Best Brokerage House in Poland in terms of the number of IPOs and SPOs in the 2007 Forbes ranking The Best Brokerage House of 2007 on the Primary Market, according to Puls Biznesu daily The Most Dynamic Brokerage House of 2007 and the Third Largest Brokerage House of 2007, according to Gazeta Finansowa daily The Third Most Effective Broker on the New Issue Market in 2007, according to Gazeta Prawna daily The Largest Number of New Companies Introduced to Stock Exchange in 2007, according to the CEO magazine 5

6 Head Office tel.: ; fax: opening hours: 8:30 am-5:30 pm Mały Rynek 7, Krakow, Poland Corporate Office - Warsaw tel.: ; fax: ul. Złota 59, Warsaw 17 th floor (SKYLIGHT building) Foreign Markets Department tel.: ; fax: ul. Złota 59, Warsaw 17 th floor (SKYLIGHT building) CUSTOMER SERVICE CENTRES: CSC Krakow tel.: ; fax: opening hours: 8:30 am-17:30 pm Mały Rynek 7, Krakow CSC Warsaw tel.: ; fax: opening hours: 8:30 am-17:30 pm ul. Nowogrodzka 62b, Warsaw CSC Tarnów tel.: ; fax: ul. Wałowa 16, Tarnów CSC Nysa tel.: , fax: Rynek 36B 2 nd floor, Nysa CSC Gliwice tel.: , fax: opening hours: 88:45 am-5:05 pm ul. Zwycięstwa 14, Gliwice CSC Katowice tel.: , fax: ul. Kopernika 4/2, Katowice CSC Poznań tel.: , fax: ul. Bukowska 12, Poznań CSC Łódź tel.: , fax: ul. Piotrkowska 249/251, lok. 20, Łódź CSC Szczecin tel.: , fax: ul. Bogusława 1/7, Szczecin CSC Gdańsk tel.: , fax: ul. Partyzantów 8/113, Gdańsk CSC Kielce tel.: , fax: ul. Leonarda 15, Kielce CSC Wrocław tel.: , 63, fax: SOLPOL 2 building, 1 st floor ul. Świdnicka 18/20, Wrocław IDMSA is a brokerage house operating on the basis of a license granted by the Polish Financial Supervisory Authority on January 1, 2003 (DDM-M /2003). 6

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