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The portal will provide the following features and tools for the both advisers and clients:

• Multi-lingual interface

• Adapted for PC & mobile devices

• Secure line policy application, switches and withdrawals

• Client due diligence completion, with the ability to update if required, whether the introducer
is with the applicant or not
• Real time valuations

• Sales revenue, commission overview, drill down functionality

• Advisor/advisory firm performance reports

• Policy history and overview

• Document store allowing both the client and adviser to access all documents and previous
communications associated with an investment (or multiple investments) through the library
facility

• Historical and present policy report

• Regular updates and news from the Ascot Group

Additional details are given in the appendices, and further information is available should it be
required.