BofI Advisor Program Overview

BofI Advisor ,[object Object],[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Bank of Internet Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Product Overview ,[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved. 1 Up To $250,000 Per Depositor, Valid until December 31, 2013 (FDIC Number: 35546) All Products Are FDIC Insured 1

Select Checking ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 Annual Percentage Yield (APY) is effective 6/23/09 and subject to change without notice. This account requires $1000 opening balance. This is a variable rate and your interest rate and annual percentage yield may change without notice. BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved. Balance Rate APY 1 $100,000 - $10,000,000 1.69% 1.70% $50,000 - $99,999 1.64% 1.65% $25,000 - $49,999 1.29% 1.30% $10,000 - $24,999 1.15% 1.16% $9,999 or less 1.06% 1.07% Special Offer: 3-month bonus rate 3.01% APY on new accounts

Select Savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 Annual Percentage Yield (APY) is effective 6/23/09 and subject to change without notice. This account requires $10000 opening balance. This is a variable rate and your interest rate and annual percentage yield may change without notice. BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved. Balance Rate APY 1 $50,000 or more 1.78% 1.80% $10,000 to $49,999 1.68% 1.70% $9,999 or less 1.39% 1.40% Special Offer: 3-month bonus rate 3.01% APY on new accounts

Select Money Market ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 Annual Percentage Yield (APY) is effective 6/23/09 and subject to change without notice. This account requires $1000 opening balance. This is a variable rate and your interest rate and annual percentage yield may change without notice. BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved. Balance Rate APY 1 $50,001 - $10,000,000 1.69% 1.70% $50,000 or less 1.69% 1.70% Special Offer: 3-month bonus rate 3.01% APY on new accounts

Select CDs ,[object Object],[object Object],[object Object],[object Object],[object Object],Annual Percentage Yield (APY) is effective 06/23//09 and subject to change without notice. This account requires a $1000 minimum balance. This is a fixed rate account. The interest rate and APY are fixed for the term until maturity. BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved. Term Rate APY 1 3-5 months 1.24% 1.25% 6- 11 months 1.59% 1.60% 12-23 months 1.98% 2.00% 24-35 months 2.32% 2.35% 36-47 months 2.32% 2.35% 48-59 months 2.32% 2.35% 60 months 3.05% 3.10% Rates as of June 23, 2009 06:35:00 PM

Eligibility ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Reporting and Compensation ,[object Object],[object Object],[object Object],, BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

How Am I Compensated ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1. Commissions, residuals and products available are subject to change at the sole discretion of BofI Advisor. No commissions or residuals are to be paid during or one month after account closes . BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved. Account Balance Average Monthly Balance / 365 X Days in Quarter X BPS = Quarterly Residual Yearly Compensation $ 300,000 $300,000 / 365 = $821.92 x 90 days = $73,972.60 x 15 bps $110.95 $ 443.80

What Type Of Service Will My Client Receive? ,[object Object],[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Contact ,[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Important Notes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Getting Started Checklist ,[object Object],[object Object],[object Object],[object Object],BofI Advisor’s relationship with your Investment Professional is through a joint marketing agreement for the sale of the banking products only. Otherwise, there is no other affiliation. © Copyright 2000-2009, BofI Holding, Inc., All Rights Reserved.

Thank You For more information please contact: Jan Marino Business Development Manager [email_address] (866) 923-7114 or (858) 583-6058 bofiadvisor.com

BofI Advisor Program Overview

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