The document discusses Transparency Finance SA, a company that aims to become a partner to clients by providing transparency and access to structured products. It outlines the company's people and organization, positioning on transparency, and services including advisory, brokerage, a structured products database, documentation, custom messages, and product follow up. The goal is to offer clients their own structured products department without the associated costs and responsibilities.

1. Building Trust through Transparency
The Structured Products Specialist

2. Table Of Contents
 Our People, Our Company : Transparency Finance SA
 Becoming Partners p.3
 Organisation Chart p.4
 Positioning
 What do we mean by “transparency” ? p.5
 Our Services
 Advisory P.6
 Brokerage P.7
 Structured Products’ Database P.8
 Documentation P.9
 Custom Messages P.10
 Product Follow-Up P.11
 Contacts P.12
Transparency Finance S.A. is member of Generation Group. For more details: www.transparencyfinance.com
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3. Company
Positioning
Services
Contacts Partnership
 The major aim of our company is to become your partner. We do not visualize
ourselves as a broker but as an extension to your own business.
 Upon reading the attached document we trust that you will understand our
business concept.
 Our business set-up provides you with your own structured products department
without the expense, administration and responsibilities of creating your own in-
house department.
Transparency is the cornerstone of our partnership
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4. Company
Positioning
Services
Contacts Our People, our Company
•21.02.1970
•Marrier, 2 children
•University of Lausanne
MSc in Economics
•EFG Bank
•15.10.1980 •14.01.1985 •05.01.1977
•University of Geneva •SKEMA Business School •Marrier, 1 child
MSc in Management MSc in Finance
•High School Degree
•Lloyds TSB Bank PLC •Credit Agricole S.A.
•Lancelin S.A.
We provide services in French, German, Italian, English, Spanish and
4 Portuguese

5. Company
Positioning
Services
Contacts Transparency
 The complexity of Structured Products gives the opportunity to some market
participants to take significant commissions, which sharply reduce the structured
products’ potential gains.
 At Transparency Finance, we are fully transparent with you regarding our
commissions. All fees will be discussed with you prior to any transaction.
 Our total independence is the guarantee of our neutrality and objectivity when
advising you which product best fits your philosophy. We have no pressure to
propose a particular structure. The best solution drives us.
 You have the possibility to verify our pricing directly with our counterparties by
calling them, or walking through our office whenever you want just like if it was
your in-house desk. We will show you anything you want. When we talk about
transparency, we mean it!
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6. Company
Positioning
Services
Contacts Advisory
 Your investment needs, your market view are the starting point of an investment
strategy. We help you to develop and structure it, so that it best replicates what
you imagined.
 Our team screens the markets and proposes its own innovative ideas, based on
current key themes.
 For small amounts that do not allow launching a product, we advise which
structure you should purchase in our database, containing all the products listed in
Switzerland.
 Three ways to get the best solution:
 tailor made product (your investment idea)
 product in subscription (our investment idea)
 existing product available in our online database
6  Advice on any structured solutions, whatever the asset class.

7. Company
Positioning
Services
Contacts Brokerage, our Core Business
 To launch your own structure, you have two solutions:
 contact only one investment bank
 fast but expensive
 bank may not be competitive on the required structure
 when a client is «captured», banks tend to increase their margins
 contact many institutions
 time consuming
 time not dedicated to your core business
 better price but not necessarily the best
 But now there exists a third solution:
 We work with the greatest investment banks worldwide. This gives us a privileged
access to every markets, as well as preferred conditions
Using our services is the guarantee to get the best solution at the
best price, with total transparency
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8. Company
Positioning
Services
Contacts Database
 In addition to our current solutions, and for smaller amounts, Transparency Finance
is of added value for you along the process of finding other existing products
 These products are available on our database
 one of the biggest in Switzerland
 more than 30 issuers and more than 9’000 structured products (not including leverage
products)
 every SWX listed structured products
 daily update for the product list and valuations
 many research criteria to find easily what you need
 This service is free, without any fee.
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9. Company
Positioning
Services
Contacts Database
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10. Company
Positioning
Services
Contacts Documentation
 Our products benefit from MARKETING PRESENTATION
 complete and easy to understand
 can be modified in a very short term as per your request
 Whoever the issuer, we provide STANDARDISED TERMSHEETS
 clear
 very simple to read and understand
 all of them are organized on the same structure
 All our solutions are followed-up by an ANALYSIS
 summary of important terms
 current product and underlying(s) performances
 daily update
Upon request, you have the possibility to add your logo on
these documents
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11. Company
Positioning
Services
Contacts Custom Messages
 Depending on your investment profile, you may receive the following messages:
 daily mail:
 list of your subscriptions
 list of products in subscription, marked as being of interest according to your investment profile
 your due date file
 list of all the products in subscription
 trading today:
 if one of our clients launches a structured product marked as being of interest according to your
investment profile, the same day, you will receive an email resuming the terms of issue
You will not receive random messages from us. Only what you have
requested
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12. Company
Positioning
Services
Contacts Product Follow-Up
 Via the website (Project):
 you can access your portfolio online at any time
 you will find:
 indication of valuations
 main characteristics (strike(s), barrier(s), autocall(s), coupon(s) etc…)
 an updated analysis of the state of each structured product (current level(s) of the
underlying(s), barrier event(s), coupon(s) paid etc…)
 a summary of your due date file
 By email:
 every occasion such as a coupon payment, barrier event, early redemption, corporate
action etc…, will be notified to you by email on the day
 in addition, upon request, with a simple email command, or automatically, you will
receive the required termsheet and analysis for any structured product, as well as
your due date file
 Valuations available on Bloomberg, Reuters and Telekurs, with a simple code.
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13. Company
Positioning
Services
Contacts Contacts
Our team is at your entire disposal for any
queries or pricing request
 Transparency Finance S.A.
Rue du Rhône 86 Parking du Mont-Blanc
(Car Park)
1204 Geneva
Switzerland
 Website
http://www.transparencyfinance.com
 Telephone
+41 (0) 22 949 11 11
 Email We are here
info@t-fin.com
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