Data Interfaces to Informa Investment Solutions

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1 Data Interfaces to Informa Investment Solutions IIS has developed links with a wide variety of data sources, including: Software Vendor Interfaces Accutech Accutrust Cheetah Accutrust Gold Advent Bloomberg FIS Proprietary Custodians Fidelity Mellon Workbench Schwab Institutional TD Ameritrade UBS TrustDesk Fi-Tek TrustPortal HWA International TRUSTprocessor TrustNet INFOVISA Maui Innovest SEI InnoTrust Trust 3000 SunGard AddVantage Charlotte Insurance Pershing LLC - 1 -

2 Custodial Data Links via Evare: Acadia Trust Alliance Bernstein Amalgamated Bank of Chicago Bancorp South Bank of Hawaii Bank of New York Amalgamated Bank of New York Bank of New York Global * American Trust and Savings Bank Asset Mark Bank of Oklahoma Bank One Associated Bank Banque Degroof * Bank of America Bank of America/ LaSalle Bank Bear Stearns Fixed Income Bessemer Trust BMO Harris Bank Private* BNP Paribas Australia* BNP Paribas London* BNP Paribas Prime Brokerage BNP Paribas Securities Service* Branch Banking and Trust Brotherhood Bank Brown Brothers Harriman Brown Brothers Harriman STAR Caceis Bank France* Caceis Bank Luxembourg* Banque Lombard Odier* Bear Stearns Citibank Vietnam* City National Bank Comerica Commerce Bank of Kansas Community Trust County Bank Credit Suisse Prime Brokerage Credit Suisse Zurich* Desjardins Trust* Deutsche Bank Deutsche Bank Prime Brokerage Deutsche Bank Private Dorsey and Whitney Trust - 2 -

3 Capital one Bank/Hibernia Bank Charles Schwab Choate Hall & Stewart Christiana Trust Citibank Citibank Columbia* Citibank Hong Kong * Citibank India Prime Brokerage* Citibank ITB* Citibank Luxembourg* Citibank New York Citibank Poland* Citibank Private Citibank Thailand* Citibank Turkey A101* First Tennessee Bank Foley and Lardner Frost Bank Fulton Financial Advisors Glenmede Gibraltar Bank Goldman Sachs Goldman Sachs Prime Brokerage DST Systems Inc Evercore Wealth Management Federated Investors Fidelity Investments Fidelity Management Trust Fidelity Net Benefits Fiduciary Partners Fiduciary Trust Fiduciary Trust Boston Fifth Third Bank Finemark National Bank & Trust First Citizens South Carolina First Hawaiian Bank First National Bank of Omaha First Republic Mellon Financial Corporation Mellon Institutional Mellon Private Wealth Mellon Private Wealth Accounting Merrill Lynch Merrill Lynch Global Professional Merrill Lynch Professional Merrill Lynch UMA - 3 -

4 Great Banc and Trust HSBC HSBC Dusseldorf Germany* HSBC London* HSBC Singapore* Huntington National Bank International Fund Services Janney Montgomery Scott Johnson Bank J.P. Morgan Chase Institutional J.P. Morgan Private Kanaly KBL Bank* Key Bank Lake City Bank Lazard Lockwood Macatawa Bank Manufacturers and Traders Bank M & I Bank (BMO) PNC Bank Principal Financial Group Raymond James Metropolitan Life Insurance Mitsubishi UFJ Trust & Banking Mitsubishi Bank Luxembourg Mizuho Trust & Banking Mizuho Trust & Banking Luxembourg* Montecito Bank & Trust Morgan Stanley Prime Brokerage Morgan Stanley PWM Morgan Stanley Smith Barney National Advisors Trust National Australia Bank* National Financial Services Nixon Peabody Nomura* Norddeutsche Landesbank Girozentrale* Northern Trust Company Park Sterling Bank Pershing Pictet & Cie Geneva* Pictet & Cie Luxembourg* Trust Company of Virginia Trustmark Trust Sourcing Solutions - 4 -

5 RBC Capital Markets RBC Dexia Funds A1* RBC Dexia Investor Services* Regions Bank/Am South Reliance Trust Company Reliance Integrated Solutions Renasant Bank Royal Bank of Canada* UBS UBS London UBS Prime Brokerage UBS Luxembourg* UBS Zurich* Union Bank of California Institutional Union Bank & Trust United Bank R. W. Baird United Missouri Bank State Street Bank/ IBT Trust State Street Corporate Trust State Street Horizon Stifel Nicholaus Sun Trust TD Bank/Commerce Trust US Bank/Firstar Bank US Bank Institutional Wells Fargo Advisors/ Wach Sec Wells Fargo and Company Whitney Bank Whittier Bank TD Waterhouse * International Data Providers (Normal) Summary: This project enables the PerformanceIQ website to display the newly calculated Classification Over Time (COT) data. Important note: Classification Over Time functionality will not be enabled by default in PerformanceIQ unless COT is turned on for your institution. Contact your client service representative for more details