Fund Officer. 4 Level Training Program. International Fund Business School. Fund Academy Zurich, Genève, Luxembourg

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10 years - Swiss Fund Officer 2003-2013 Fund Officer 4 Level Training Program International Fund Business School Fund Academy Zurich, Genève, Luxembourg Training Program for Fund

1 10 years - Swiss Fund Officer Fund Officer 4 Level Training Program International Fund Business School Fund Academy Zurich, Genève, Luxembourg Training Program for Fund Business and Administration Professionals Strategic Business and FUND Governance Operations/ Administration Product / Market Compliance / Risk Legal / Regulatory Fund CustodyBusiness

Fund Business and Administration Trainings overview 2013 In partnership with: Level 1 Level 2 Level 3 ** Level 4 Strategic /

Level (Basics) (dipl. C2) Fund Operations Specialist Intermediate Fund Business Know-how Operational Level (dipl.

B) FA Professional and Executive Fund Business Know-how Strategic Level (dipl.

Business Expert ** Business / Advisory Trainings (Switzerland / international) Fund Business Annual regulatory update Advanced

2 Fund Business and Administration Trainings overview 2013 In partnership with: Level 1 Level 2 Level 3 ** Level 4 Strategic / Operations Trainings (Switzerland / international) Know the FUNDamentals Basics Fund Business Know-how for Beginners Assistant Level (Basics) (dipl. C2) Fund Operations Specialist Intermediate Fund Business Know-how Operational Level (dipl. C1) FA/IAF Advanced Fund Business Know-how Operational Level (dipl. B) FA Professional and Executive Fund Business Know-how Strategic Level (dipl. A) 2 days deutsch, fr, engl 2 days, deutsch, fr, engl 10 days, deutsch, français 10 days, english **) Co-certified by: Fund Business Expert ** Business / Advisory Trainings (Switzerland / international) Fund Business Annual regulatory update Advanced / Degree FA/IAF Marketing, Distribution and Business 10 days / deutsch Advanced / professional (deutsche Sprache) Chartered Swiss Financial Advisory-Training (Schweizer Berufszertifikat) Financial Advisory Excellence am Point of Sales (annual 3-day-program) 2

Swiss & International Fund Officer Program Level 4 / gold standard Level 1 / junior standard Know the FUNDamentals Basics Fund Business Know-how for Beginners Assistant Level (Basics) (dipl.

3 Swiss & International Fund Officer Program Level 4 / gold standard Level 1 / junior standard Know the FUNDamentals Basics Fund Business Know-how for Beginners Assistant Level (Basics) (dipl. C2) 2 days deutsch, français*, english no business exp. required Level 2 / bronze standard Fund Operations Specialist Intermediate Fund Business Know-how (TrainingPreparation for Swiss Fund Officer ) Operations Level (dipl. C1) 2 days deutsch, français, english 1-3 y business exp. required Level 3 / silver standard Swiss Fund Officer Advanced Fund Business Know-how Operations Level (dipl. B) 10 days deutsch, français International Fund Officer Professional and Executive Fund Business Know-how Strategic Level (dipl. A) 10 days english 3-5 y business exp. required 5-8 y business exp. required *) isfb- formation bancaire et financière, Genève 3

4 4 level program The Swiss and International Fund Officer Program is a Business and Administration Training Program for Fund Industry Professionals. With the great number of participating leading business experts the course program provides intense exchange of knowledge and experience and brings together investment fund professionals and industry practitioners on four different levels: - beginners(know the FUNDamentals) - intermediate(fund Operations Specialist) - advanced/ operational(swiss Fund Officer) - professional/ executive(international Fund Officer) junior standard bronze standard silver standard gold standard With a view to enhancing and deepening their understanding of the investment fund industry the Fund Officer Concept is committed to developing industry skills. FUND OFFICER is the industry s first business wide 4-level educational standard for fund business management specialists in Switzerland. On an operational and strategic management level business professionals learn, debate, discuss, analyze, reflect and deepen their business and administrative management skills based on 11 learning subjects and over 50 specific learning modules. 4

5 Group of Experts Fund Officer Program 2013 Supervisory Board of Fund Officer Trainings Zurich / Geneva * (as per 2013) Lionel Aeschlimann*, Membre Comité Exécutif, Associé-Gérant, Mirabaud& Cie Banquiers, Genève Philippe Bens,* Directeur Général, CACEIS Switzerland), Nyon Martin Büchel, Wirtschaftsprüfer, Zürich Hans Frey, Member Executive Board (Group), SwisscantoAsset, Zürich Roland Gassmann, Member Executive Board, bank zweiplus ag, Zürich (Vertreter / Representative IAF) Dr. Felix Horlacher, Leiter IfFP, Zürich Martin Jufer, Member of the Executive Board, COO, Swiss&Global Asset Ltd., Zürich Astrid Keller, Partner, KPMG AG, Zürich (AUDIT) Dr. Armin Kühne, Partner, KPMG AG, Zürich (LEGAL) Dr. Rainer Landert, Gründer/Leiter Fund Academy AG, Zürich Jean-Sébastien Lassonde*, Partner, PWC, Genève (AUDIT) Romain Marti*, Senior Advisor, Pictet& CIE., Genève Yvan Mermod*, Partner, KPMG AG, Genève(AUDIT) Jürg Müller, Partner, Ernst & Young AG, Basel (AUDIT) Dr. François Rayroux*, Partner, Lenz & Staehelin Rechtsanwälte, Genève Thomas Schärer, Managing Director und CEO, Credit Suisse Asset Funds AG, Zürich Andreas Suhr, Managing Director, UBS Global Asset, Zürich Thomas Wiggli, Geschäftsleiter, Balfidor Fondsleitung AG, Basel Raoul Würgler, Association of Foreign Banks Switzerland ABES, Zürich 5

6 Faculty and Alumni Business and Administration Trainings for Fund Industry Professionals Fund Academy s more than 120 faculty members are recognized business representatives, leading fund business experts of the national and international investment management industry, Supervisory Authorities, Fund Associations, Business Schools: among others: Association of Foreign Banks Switzerland, Balfidor, BBH, BCV, Baloise Fund Invest, BlackRock, BNP Paribas, Caceis, Credit Suisse, DEKA, DWS, EFAMA, Ernst & Young, FBT, FINMA (CH), FMA (FL), Gérifonds, IAF, JP Morgan, KPMG, Lenz & Staehelin, LGT, Lombard Odier, Mirabaud, Pictet Funds, PwC, Raiffeisen, RBC, Sarasin, Schellenberg Wittmer, SFA, SIX Swiss Exchange, SocGen, State Street, Swisscanto, Swiss&Global Asset, Tax Partners, UBP, UBS, Union Investment, ZKB. These experts with years of experience in all kind of disciplines within the value chain are a promise for comprehensive seminars and trainings with a highest degree of expertise, professionalism and international network. Business Networking& Alumni The forum Friends-of-Funds is the business network platform and alumni club of the Swiss Fund Industry, founded by Fund Academy and r consult) in 2003 (actually more than 150 business events since then in Zurich, Geneva and Frankfurt). In this evening programs participants share in their experiences and enhance their personal business network. 6

7 Fund Officer Program Fund Academy is a broadly established and accredited Swiss Training Institute for investment fund business professionals. Fund Academy covers, educates and instructs more then 50 different learning modules in the context of the investment fund business(natl./ intl.) and the area of other collective and structured asset classes with two business lines: Fund Academy College Programs College Platform for B2B Trainings and Exchange of Knowledge Fund Academy Business programs B4B, tailor-made inhouse trainings and education Clients, Attendees: Participants are business banks, fund management companies, asset managers, insurance companies, fund administrators, custodians, law firms, fund distribution channels, financial intermediaries among others. In its more than 10 years history and experience Fund Academy trained in the very specific area of the Swiss investment funds industry more than 1000 investment professionals (in three languages d,f,e). [FundAcademyAGest.march2001] 7

8 International Fund Business School Zurich, Genève, Luxembourg Fund-Academy AG Sihlstrasse 99 CH-8001 Zürich Est.: 2001, by Dr. Rainer Landert, Zurich 8

Foreign collective investment schemes Changes - September 2016

Foreign collective investment schemes Changes - September 2016 Approved for distribution in or from Switzerland: Absolute Insight Funds plc (F00163881) Insight Broad Opportunities Fund (F01110091) AIM