AN INTRODUCTION TO EQUATEPLUS

Our speakers for today

2

Marcus McEvoy Director of Client

Management

Sarah Borrey-Perez Senior Account

Manager

Anna Hultman Senior Business

Consultant

Our agenda

3

1. An overview of our expanded toolkit

2. Demonstration of the EquatePlus platform:

a. Participant portal

b. Participant mobile app

c. Corporate portal

3. Q&A

4. Summary and next steps

Our expanded toolkit

4

EquatePlus

• Core platform supporting administration of full range of share plans

• Secure, intuitive web portals for participants and corporate administrators

EquateMobile

• Fully featured mobile app for Apple and Android

• Empowering participants to engage anytime, anywhere

EquatePyramid

• Advanced, flexible and compliant accounting and financial reporting tool

• Integrates with EquatePlus

• Supports IFRS and US GAAP

EquateFalcon

• Automation engine to calculate the number of shares to be awarded per person, based on your plan rules

• Faster, smarter, safer

PeerTracker

• Company performance data can be shown in the participant interface

• See the impact of performance on current and total award value

EquatePlus – powerful, real time, intuitive

5

Platform overview

› Effective administration of equity and non-equity based schemes – including

› SAYE, SIP, Global Stock Purchase Plans, APSS, executive plans, performance plans, deferred cash plans

› Full view of all your share plans › Real time data and custom reporting › Easy to upload data and make ad-hoc

changes › Range of transactions and updates › View participant portal as they do › Document library

Powerful corporate admin platform

EquatePlus – powerful, real time, intuitive

6

Portfolio value, real time trading

23 languages 22 currencies

Customisable – your brand look and feel

Mobility tracking and Insider handling

Targeted communication

Tutorials and FAQ

Webchat – 24/7 to help with queries

Participant portal overview

Mobile app – empowering participants to engage anytime, anywhere

7

Share price history

Push notifications

Real time share values and trading

First plans app in Europe | version 3

Document library and FAQs

Market leading accounting and financial reporting services

8

Accurate and compliant

Integrated and accessible

Flexible and scalable

Comprehensive views

Time and cost savings

IFRS and US GAAP

Integrates with EquatePlus

Adapts to cover your needs now and in the future

Consolidated reporting with extensive sorting/grouping

Streamlined and efficient process

Advanced, flexible and compliant accounting and financial reporting tool

Automating the delivery of new awards

Automation engine to calculate the number of shares to be awarded per person, based on your plan rules

9

Faster Safer Smarter

ALLOCATIONS

PLAN RULES

AWARDS INFO

EQUATEPLUS

AWARDS ENGINE

Streamline your discretionary plans | fully supported set-up service | dedicated expert support

Taking the guesswork out of performance -based equity awards

10

› Company performance data from Aon’s PeerTracker can be shown in the participant interface

› Participants can see the impact of their company’s current performance on the value of their portfolio at any time:

› Current performance rate and values

› Maximum performance rate and values

› Drill-down view of performance rates and values at position level

11

Launch demo

Demonstration

12

Q&A

13

We hope you found this session useful and informative

This is just the start – we will be working with you to give you more detailed demonstrations and information

We’re excited about how these products could enhance the services we offer you

Some key decisions on our product roadmap are now imminent, so your feedback from today is very important to us

Your client manager will be following up with you to listen to your feedback and answer you questions