Corporate Services Overview · Corporate Services overview 5 Corporate clients and business owners 5 International Expansion Services 6 Executive rewards and Employer solutions 8

Expertise in action. Globally.

Corporate ServicesOverview

praxisifm.com 3

Expertise in action. Globally.

Group Introduction 3

Geographical presence 4

Corporate Services overview 5

Corporate clients and business owners 5

International Expansion Services 6

Executive rewards and Employer solutions 8

Other Group services 8

Our people 10

Continuity of service 10

Security 11

Contents

Group introduction

PraxisIFM is an independent financial services group, providing private client and corporate, fund, pension and international expansion services across multiple global jurisdictions.

Listed on The International Stock Exchange, PraxisIFM is majority staff-owned, meaning our teams are truly invested in the business and the services we provide to corporate clients, individuals and families.

We have an entrepreneurial ethos and are dynamic and ambitious with a clear strategy for growth. Our management team is directly responsible for the direction of our business, meaning a proactive, responsive client service remains core to our business model as we grow.

Our clients are at the heart of everything we do.

Background

We are majority owner-managed

We are independent

Listed on The International Stock Exchange

Our staff are invested in the Group’s success

We have a 45-year history

PraxisIFM in numbers

Over

475 staff across

multiple global locations

57%of equity

owned by staff

>50%staff qualified

or studying

93%staff

retention

MauritiusInternational Expansion Private Client & Corporate

New ZealandPrivate Client & Corporate

UAEFunds

International Expansion Pensions

Private Client & Corporate

Hong KongInternational Expansion

Private Client & Corporate

USAFundsInternational Expansion

GuernseyFunds

International ExpansionPensions

Private Client & Corporate

Isle of ManPrivate Client & Corporate

United KingdomFunds

International ExpansionPrivate Client & Corporate

Jersey FundsInternational ExpansionPrivate Client & Corporate

LuxembourgFundsInternational ExpansionPrivate Client & Corporate

MaltaFunds

International ExpansionPensions

Private Client & Corporate

Netherlands FundsInternational ExpansionPrivate Client & Corporate

Switzerland International Expansion Private Client & Corporate

Europe

CuraçaoFunds

International Expansion

British Virgin IslandsPrivate Client & Corporate

Cayman IslandsFundsPrivate Client & Corporate

Caribbean

AnguillaFunds

International ExpansionPrivate Client & Corporate

Europe

At PraxisIFM we have the expertise and multi-jurisdictional capabilities to establish and administer efficient, beneficial and compliant structures providing the required level of substance for a wide range of international corporate clients.

Corporate Services overview

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With all of our new and existing corporate client relationships, we gain an understanding of the nature of your business and its assets, key objectives and strategic aims. We then work with you and your advisers to implement the most suitable solutions.

Key services:• Company formation, domiciliation and administration

• Tax compliance and corporate governance

• Regulatory reporting

• Complex financial reporting

• Payroll

• Economic substance

• Business support/Private office

• Escrow

• Process agent

• Investment monitoring

• Treasury

Corporate clients and business owners

Geographical presence

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Growing a company on a global scale means taking into account all the varying international and local rules and regulations.

Navigating the local issues, you need to comply with can take up a great deal of time and energy which you may prefer to spend on developing your business.

Our International Expansion Service offers specialised international financial administration support and we employ specialists in finance, accountancy, law and management. Our experience of guiding companies to set up a branch abroad means we understand the challenges and how to overcome them.

Our solutions are long-term and thorough, going beyond simply setting up a foreign structure. As a result, nothing will be holding your company back from international success. Whether your next stop is China, Brazil, Hong Kong, Africa or the UK PraxisIFM can help your global ambitions.

Key services:

• Compliance

• Finance and accounting

• Cash Management

• Global HR solutions

• Trade services

• Intellectual property rights services

• Technology business services

International Expansion Services

Employee benefit schemes, share plans and pension provisions are important tools for employers to recruit, motivate and retain their most talented personnel and we can provide a variety of incentive arrangements for executives and globally mobile employees.

We also assist in the creation and administration of a number of employer solutions which can be established with a single employer or several employers, and the employees can be located in a number of different locations.

Key services:

Executive rewards

• Carried interest structures

• Retirement benefit schemes

• Employee benefit trusts

• Employee trusts for stock and share plans

Employer solutions

• International savings plans

• End of service gratuity solutions

• Employee benefits consulting

• HR services

• Private Client

• Funds

• Pensions

• Treasury

Executive rewards and Employer solutions

Other Group services

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Expertise in action. Globally.

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We believe our people are our most valuable resource.

It’s our people who establish personal connections with our clients so that we can better understand their needs.

They enable us to build long-term relationships to ensure we continue providing high levels of personal service to every client.

We invest in our staff, with training and development and with the opportunity to share in the Group’s success.

In return we are rewarded with dynamic individuals who share the same passion and commitment.

Individual expertiseWe pride ourselves on providing a tailored service designed to suit each client‘s needs and achieve this with qualified personnel who utilise their individual expertise to manage our teams.

TeamworkWorking together our teams meet the challenges of administering some of the most technically-demanding and varied structures efficiently, effectively and with drive and enthusiasm.

Our people

To provide continuity our group invests in succession planning, training and developing staff which ensures a seamless transition for long-term clients. Key to this approach is recruiting and retaining high calibre individuals and we therefore place great importance on specific staff initiatives, which include:

• Professional development i.e. ACCA, ICSA, STEP

• Support for staff in selecting and attending relevant technical training courses to facilitate learning and development

• Buy As You Earn share incentive scheme so staff have a vested interest in the Group’s success and continued growth

• Share Option Schemes for senior management and above

Continuity of service

Data security

Insurance

PraxisIFM takes its responsibilities for securing systems and client data extremely seriously.

Data security summary

• PraxisIFM has cyber security systems in place and in line with the UK Government accredited cyber essentials standard

• The Information security system is based within the context of the UK Government’s 10 Steps to Cyber Security and ISO27001/2 Information security management

• PraxisIFM and its subsidiaries are committed to complying with the General Data Protection Regulation and local Data Protection Laws

It is the policy of the PraxisIFM Group to meet or exceed the regulatory level of insurance in the jurisdictions in which it operates.

Insurance cover is arranged though the Lloyd’s of London marketplace. Cover includes Professional Indemnity, Directors & Officers Liability and Cyber insurance, the latter being insured separately.

Security

Contact

E [email protected]

praxisifm.com

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PraxisIFM Trust Limited (Guernsey) Regulated by the Guernsey Financial Services Commission and licensed as a fiduciary services company under the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc. (Bailiwick of Guernsey) Law, 2000.

PraxisIFM Trust Limited (Jersey)Regulated by the Jersey Financial Services Commission for the conduct of trust company business under the Financial Services (Jersey) Law 1998 (as amended).

PraxisIFM Trust Limited (Isle of Man)Licensed by the Isle of Man Financial Services Authority as a Corporate and Trust provider.

PraxisIFM Trust Limited (Malta)Licensed by the Malta Financial Services Authority and authorised to act as a trustee and to provide other fiduciary services (including acting as an administrator of private foundations) in terms of Article 43 of the Trust and Trustee Act.

PraxisIFM Trust Limited (UAE)Regulated by the ADGM Financial Services Authority” to state “Praxis IFM Trust Limited is regulated by the ADGM Financial Services Authority (“FSRA”) and only carries on financial services with or for Professional Clients or Market Counterparties as defined in the FSRA Rules. This brochure is for informational purposes only. Nothing contained in this brochure constitutes investment, legal or tax advice. This brochure is intended only for Professional Clients (as defined by the ADGM Financial Services Regulatory Authority) and no other Person should act upon it.

PraxisIFM Treasury Services Limited is regulated by the Guernsey Financial Services Commission and licensed under the Protection of Investors (Bailiwick of Guernsey) Law, 1987 (as amended).

PraxisIFM Nerine (Hong Kong) LimitedLicensed to act as a Trust and Company Service Provider by the Hong Kong Companies Registry.

PraxisIFM JD (Hong Kong) LimitedLicensed to act as a Trust and Company Service Provider by the Hong Kong Companies Registry.

Praxis Fund Services (Jersey) LimitedRegulated by the Jersey Financial Services Commission for the conduct of fund services business and trust company business under the Financial Services (Jersey) Law 1998 (as amended).

Praxis Luxembourg SASupervised by the Commission de Surveillance du Secteur Financier.

PraxisIFM Management (Mauritius) Limited Regulated by the Financial Services Commission of Mauritius as a management company and licensed under the Financial Services Act 2007 and the Financial Services (Consolidated Licensing and Fees) Rules 2008 (as amended).

PraxisIFM Netherlands BVLicensed by the Dutch Central Bank N.V. as a trust company under the Act on the Supervision of the Trust System.

PraxisIFM Trust SAComplies with Federal Law and the Self-Regulating Rules of the Association Romande des Intermediaries Financiers (ARIF), a self-regulatory organisation recognised by the Swiss Federal State.

PraxisIFM Corporate Services (UK) Limited and PraxisIFM JD Corporate Services LimitedRegistered in England & Wales.

Nerine Trust Company (BVI) LimitedPart of the PraxisIFM Group. Licensed by The British Virgin Islands Financial Services Commission under the Banks & Trusts Companies Act 1990.