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Marcus Wassmuth June 15th, 2011 Use of CNY in International Trade Settlement German Chamber Shanghai Workshop Controlling Marcus Wassmuth, June 15th, 2011, Page 1 Titel der Präsentation, Referent, Seite 1

What happened so far? In early 2009 the Chinese government started a pilot project for the internationalization of the CNY: The CNY Trade Settlement Scheme : Objections: Establish CNY as international trade currency. The program was restricted to 5 provinces in China and allowed transactions with Hong Kong, Macau and 10 ASEN countries Participating companies in China had to be registered on a specific pilot list In the second half of 2010 the project was step by step expanded: Today: Cross-border payments for Trade and Services are allowed without restrictions 20 Chinese provinces participate World-Wide Establishment of an CNY Offshore market in Hong Kong Marcus Wassmuth, June 15th, 2011, Page 2 Titel der Präsentation, Referent, Seite 2

Only Trade related Payment Import/Export of Goods Services, Services etc. Other The background must be proven by the Chinese counterpart with documents similar to FX payments CNYClearing Account Mainland China CNY Only Trade related Payment Import/Export of Goods Services Licences Other The background must be proven by the Chinese counterpart with documents similar to FX payments CNH CNY Funds on a mainland clearing account can be transferred to HK without restrictions CNH Payments without restrictions CNH Payments without restrictions Products (CNH) Conversion CNH / FX CNH FX Forward CNH Deposits CNH Loans CNH Bond issuing Marcus Wassmuth, June 15th, 2011, Page 3 Titel der Präsentation, Referent, Seite 3

Banks talk about... CNY Official Chinese currency used In Mainland China and for direct Trade settlement with China CNH Artificial Chinese currency used as an Offshore currency in Hongkong for CNH specific products Responsible authorities in China involved in Trade Settlement CNY PBOC FX SAFE Marcus Wassmuth, June 15th, 2011, Page 4 Titel der Präsentation, Referent, Seite 4

Cross Border Transactions between China and the rest of the world Marcus Wassmuth, June 15th, 2011, Page 5 Titel der Präsentation, Referent, Seite 5

Regional restrictions China: The Chinese counterpart must be located in one of the 20 participating provinces Beijing Tianjin Inner Mongolia Liaoning Shanghai Jiangsu Zhejiang Fujian Shandong Hubei Guangdong Guangxi Hainan Chongqing Sichuan Yunnan Jilin Heilongjiang Xizang (Tibet) Xinjiang International counterpart: NO RESTRICTIONS Marcus Wassmuth, June 15th, 2011, Page 6 Titel der Präsentation, Referent, Seite 6

Participants China Import: All companies in China located in the permitted provinces Export: All companies in China located in the permitted provinces and registered as Mainland Designated Enterprises (MDEs) CNY Settlement Banks Marcus Wassmuth, June 15th, 2011, Page 7 Titel der Präsentation, Referent, Seite 7

Participants Worldwide Import: All companies with respective China business Export: All companies with respective China business International Banks with CNY clearing accounts in China Marcus Wassmuth, June 15th, 2011, Page 8 Titel der Präsentation, Referent, Seite 8

Permitted cross-border payment Settlement of Trade in Goods Export Import Settlement of Trade in Services Condition: The underlying business is verified through the presentation of respective documents by the Chinese counterpart (Import / Export) Marcus Wassmuth, June 15th, 2011, Page 9 Titel der Präsentation, Referent, Seite 9

Specifics Documents to be presented Contracts Invoices Transportation documents Customs declarations Payment instruments TT Transfer Letter of Credit DP / DA Marcus Wassmuth, June 15th, 2011, Page 10 Titel der Präsentation, Referent, Seite 10

Specifics Trade Credit Registration and Administration System (TCRAS) According to voices of PBOC, advance payments and deferred payments in CNY do not need to be registered in the TCRAS system of SAFE RCPMIS (PBOC) All CNY cross-border payments are registered in the RCPMIS-System by the Chinese banks Marcus Wassmuth, June 15th, 2011, Page 11 Titel der Präsentation, Referent, Seite 11

Restricted cross-border payment Capital items Injection of registered capital CNY Loans from abroad Condition: These transactions need an individual approval by the respective department of PBOC. Currently there are no fixed rules under which circumstances these approvals would be granted. Marcus Wassmuth, June 15th, 2011, Page 12 Titel der Präsentation, Referent, Seite 12

Reasons to switch from FX to CNY Settlement Foreign Corporate Negotiation advantage Active management of FX Risk Reducing conversion cost Usage of CNY funds in the HK CNY offshore market Chinese corproate Avoid FX risk Simplification of administrative process Reducing conversion cost Simplification of VAT refund Marcus Wassmuth, June 15th, 2011, Page 13 Titel der Präsentation, Referent, Seite 13

Usage of CNY funds Conversion into FX, i.e. EUR or USD Keep funds on an CNY offshore account for later use in China trade Transfer to HK offshore market for investment in offshore products Term Deposits Bonds Marcus Wassmuth, June 15th, 2011, Page 14 Titel der Präsentation, Referent, Seite 14

Overview Payments in CNY Type of payment Foreign exporter receive CNY for sales of goods Foreign importer pays CNY for purchase of goods Foreign service provider receives CNY for services to China Foreign investor pays CNY for capital injection to Chinese subsidiary Foreign investor grants loan in CNY to Chinese subsidiary Foreign company covers cost in CNY to representative office Foreign company pays salaries CNY to employees in China Possible Condition Chinese importer presents respective documents to his bank Chinese exporter is registered as MDE and presents respective documents to his bank Chinese payee presents respective documents including WHT to his bank Special approval by PBOC Special approval by PBOC Marcus Wassmuth, June 15th, 2011, Page 15 Titel der Präsentation, Referent, Seite 15

Questions? Marcus Wassmuth, June 15th, 2011, Page 16 Titel der Präsentation, Referent, Seite 16

Marcus Wassmuth Gao Su Country Head China and Chief Representative Chief Representative Landesbank Baden-Württemberg Landesbank Baden-Württemberg Shanghai Representative Office (3113) Beijing Representative Office (3113/1) 2312, LJZ Plaza, 1600, Century Avenue Unit 1130, Landmark Tower II, 8 North Dongsanhuan Road Shanghai 200122 P.R. China Beijing 100004 PR China Tel.: +86 (21) 5081 6002 Tel.: +86 (10) 6590 0166 Mob.: +86 139 1603 7986 Fax: +86 (21) 5081 6663 Fax: +86 (10) 6590 7758 Email: marcus.wassmuth@lbbw.de Email: su.gao@lbbw.de Marcus Wassmuth, June 15th, 2011, Page 17 Titel der Präsentation, Referent, Seite 17