STOCKBROKING. Investing with Nedbank Private Wealth

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1 STOCKBROKING Investing with Nedbank Private Wealth

2 YOUR STOCKBROKING NEEDS ANSWERED At Nedbank Private Wealth our Stockbroking Division provides a full-service execution and advisory offering across a comprehensive range of listed securities, delivered through personal relationships and mobile channels to the high-end client. Our stockbroking advice and houseview portfolios are informed by an active, opportunistic, but valuation-driven investment process supported by our dedicated research team. BESPOKE STOCKBROKING SERVICES Our stockbroking services will offer you: l Personalised access to your own professional stockbroker, who looks after you and your share portfolio. l Immediate market insights and a wealth of research and trading expertise that you can act on or instruct us to act on on your behalf. l Proprietary, indepth, individual stock research and updates. l Multiple ways to interact and invest through your stockbroker or your mobile device or online. l A wide choice of services depending on your stockbroking needs discretionary service (we manage on your behalf), advisory service (we advise you and await instruction from you) and execution-only service (you instruct us directly to act on your behalf). A RANGE OF INVESTMENT INSTRUMENTS Our stockbroking capability is ideal for you if you wish to invest in: l A houseview portfolio that has a relatively high conviction and contains a concentrated portfolio of listed stocks. l Sophisticated investment instruments, such as futures, options, contracts for difference and other derivative instruments traded on the JSE. l Any listed security internationally. l A personalised portfolio of equities. ADDITIONAL FEATURES Catering for clients who want: l to follow a more direct approach when decisions need to be taken on which shares or instruments to trade or invest in for the long term; and l daily insights, more frequent contact and access to proprietary research and trading ideas on a regular basis, thereby being involved in the decisions. HOW WE CAN HELP YOU GROW YOUR WEALTH Our stockbroking team is active in the market every day and relentlessly pursues opportunities to help you grow your investments. To help you get the most out of your investment we will: l develop a clear understanding of your share trading and/or listed investment goals as well as your appetite for risk; l consider the extent to which you want to be involved in daily decisions; l offer you a personal and customised stockbroking service where you can access our discretionary, proactively advised or execution-only accounts; and l utilise the services of our inhouse, highly skilled and experienced research team to support the stockbroker who will have a personal relationship with you.

3 WHAT YOU CAN EXPECT FROM US Our stockbroking service is based on a close working relationship with you. From this relationship we can put your individual stockbroking requirements, preferences and risk tolerance at the heart of what we offer. With us, you can be assured of the best. PERSONALISED ATTENTION AND SUPPORT The first thing we do is establish what your goals, level of involvement and risk appetite are and assign a qualified and experienced stockbroker to you. This ensures that we get to know your needs and also gives you a direct access point for all your stockbroking requirements. Thereafter, we focus on what you want to achieve and how we can tailor our service to help you. ACCESS TO IMMEDIATE EXPERTISE, A SOPHISTICATED RANGE OF STOCKBROKING PRODUCTS AND INVESTMENT INSIGHTS Our stockbroking services are diverse to cater for a range of needs. When you invest with us, you will receive access to: l Our research teammembers, who are dedicated exclusively to Nedbank Private Wealth, providing proprietary fundamental research on the Top 100 JSE-listed counters. l Technical research and trading ideas that may fall outside the risk/reward bands of our longer-term managed investment strategies. l The immediacy and growth potential of trading in listed securities and professionally managed direct exposure to shares in your portfolio. l Active and informed investment decisions based on our share trading expertise and research, which is supported by our proprietary, indepth fundamental analysis (instead of tips ) to complement your longer-term managed investment holdings. l A full range of derivative products and services for more sophisticated investors, including single-stock futures, contracts for difference, currency and other futures contracts. l Most listed securities across the globe. l Online trading services to execute trades as you make them across selected shares. l Leverage through carry accounts (access to finance using your shares as security) and bear sales accounts (scrip borrowing and sales on the expectation that the underlying price will decline). l Structured products. l Cash management, where cash balances are invested with the JSE Trustees and, at a minimal charge, will earn interest at competitive money market rates.

4 HOW YOU CAN ENGAGE WITH US Our core service is stockbroking, trading and managing shares on your behalf. Depending on how involved you wish to be in each buy/sell decision, you can choose one of these three ways to invest with us: l DISCRETIONARY You give us the discretion to manage on your behalf towards an agreed strategy. l PROACTIVELY ADVISED We provide you with advice and ideas and execute only the decisions we agree on. l EXECUTION ONLY We act on your request rather than giving you advice. Each approach entails a different level of relationship, advice, service and cost. In addition to the above, we are also able to meet your share trading needs by providing the following: l WEALTH MANAGEMENT NEEDS ANALYSIS Within the broader Nedbank Private Wealth team, we also have specialised services to analyse and structure your full balance sheet, income statement and cashflow, irrespective of the investments you currently hold. l TRANSPARENCY AND ACCOUNTABILITY When you choose to invest with us, we make it our business to keep you in the know at all times, with Monthly statements and portfolio valuations that include investment quantities, costs, market values, yields and changes in holdings. Regular newsletters reviewing the international and local economies, major stock and financial markets. Face-to-face updates to provide context and insights. Investment presentations held periodically throughout the country. l ONLINE EXCELLENCE We constantly strive to provide you with the most advanced software on the market and are proud to offer an efficient and 100%-secure interactive online trading capability, should you wish to trade on your own. Through our website, we are able to provide you with a vast amount of relevant information. You can have access to research and advice on most of the JSE-listed companies as well as to global and economic analyses. The site contains a complete database on all listed companies, real-time access to JSE market information and data from SAFEX and the South African bond markets. In conjunction with Reuters, we also provide information on international markets, commodity prices and exchange rates. You can even customise your online profile for immediate access to the information you seek regularly.

5 SOUTH AFRICA UNITED KINGDOM UNITED ARAB EMIRATES JERSEY GUERNSEY ISLE OF MAN JOHANNESBURG PO Box 1007, Johannesburg, 2000 Tel +27 (0 ) PRETORIA PO Box 6287, Pretoria, 0181 Tel +27 (0) KNYSNA PO Box 2628, Knysna, 6570 Tel +27 (0) PORT ELIZABETH PO Box 27528, Greenacres, 6057 Tel +27 (0) CAPE TOWN PO Box 86, Cape Town, 8000 Tel +27 (0) GEORGE PO Box 1757, George, 6530 Tel +27 (0) DURBAN PO Box 50840, Musgrave, 4062 Tel +27 (0) PIETERMARITZBURG PO Box 13712, Cascades, 3202 Tel +27 (0) HEADOFFICE: Nedbank 135 Rivonia Campus, 135 Rivonia Road, Sandown, Sandton, 2196 PO Box 1007, Johannesburg, 2000, South Africa Tel +27 (0) Fax +27 (0) nedbankprivatewealth.co.za Nedgroup Private Wealth Stockbrokers (Pty) Ltd (Registration Number 1996/015589/07). A member of JSE Equity, Equity Derivatives, Currency Derivatives, Interest Rate Derivatives and Commodity Derivatives Markets, juristic representative of Nedgroup Private Wealth (Pty) Ltd an authorised financial services provider (FSP 828) and registered credit provider in terms of the National Credit Act (NCR Registration No NCRCP59).