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FNZ

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Gabriel Goh

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Managing Director, APAC Strategic Growth gabriel.goh@fnz.com 10th Floor, 135 Bishopsgate, London EC2M 3TP

www.fnz.com fnz

Company Introduction

FNZ believes that wealth’s potential is limitless, but legacy technology is holding it back. We’ve built a new foundation that unifies and modernises a fragmented industry. This means we’re making it possible for millions of new and existing investors, at all levels, to harness wealth’s full potential to grow.

We are opening up wealth: • by breaking down barriers that create complexity and friction; • by creating modern, digital-first experiences for our customers and their investors’ • to make it more transparent and personalised for every investor

But above all, we are opening up wealth by giving people more freedom to invest in what matters to them. It’s a vision we’re making real through the collective efforts of our people, passion and technology.

FNZ currently have 4,000+ employees globally, and our shareholders includes: Temasek, CDPQ-Generation IM, CPP Investments and Motive Partners.

Current activity in Hong Kong

FNZ has offices in Hong Kong, Shanghai, Singapore, Kuala Lumpur, and Tokyo. We are currently working with multiple leaders in the Financial services sector in Asia.

Hong Kong expansion plan and motivation

We are looking to grow client base and business in Hong Kong to take advantage of its position as an international financial hub within Greater China. We are motivated by both Hong Kong’s historically strong reputation and forward-looking cross-border opportunities, supported by world-class talent available within this city.

Company’s objectives for the Hong Kong market

FNZ is looking to leverage our global technology and experience to deliver best-in-class wealth management platform and BPO services, partnering with financial intermediaries (banks, asset managers, insurers) across the Greater Bay Area while taking advantage of Hong Kong’s position in Greater China, as the gateway between East and West.

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