Global Roll-out of Advisory Process in Private Banking Date: June 07, 2007 Produced by: Andreas Iten, Business School

The Advisory Process – Client Advice in five Steps 5. Implementation Credit Suisse Private Banking provides professional support in implementing your selected strategy and managing your assets. 2 . Financial concept Using the results of the needs analysis, we draw up a personalized financial concept together with you. 3. Investor profile Find out your personal risk profile so that you can make the right investment decisions. 4. Investment strategy Based on your investor profile, your relationship manager will develop the appropriate investment strategy. 1 . Needs analysis Your needs and objectives come under the spotlight in a professional investment consultation with your relationship manager.