MISSION STATEMENT

OVERVIEW OPERATION IN FIGURES

AREAS OF OPERATIONHOLDING STRUCTURE OWNERSHIP STRUCTURE

CREDO

uantis®

01QUANTIS GROUP

“QUANTIS aspires to become a key player in

spreading the concept and the toolset of

self-provision in the Central European markets,

and to help facilitate the long-term financial

security of the people.”

Mr. Pál Ertl / CEO

OVERVIEW

02QUANTIS GROUP

Founded in 1999, QUANTIS Group is one of Europe’s leading independent financial consultancies

and the number one financial consultancy and insurance brokerage in Hungary. QUANTIS Group

is also the Central European strategic partner of the Vaduz-based LGT Group, which is held and

managed by the Princely House of Liechtenstein.

QUANTIS Group's operations are centered around six closely cooperating member companies that

assist clients in exploiting the group synergies in five, interrelated lines of business: investment,

insurance, funding & financing, project management and private banking.

As the leading player in the Hungarian market, QUANTIS Group has partnered with most major

institutions on the regional financial marketplace in the past 15 years.

With managed assets in excess of USD 500 million, the Group is Central Europe’s largest subscrib-

er of investment funds. The annual premiums of the life insurance policies taken out by QUANTIS

clients are typically double and triple that of the market average.

QUANTIS Group’s sales force of over 1,000 trained brokers is supported by the company’s

state-of-the-art iPad and iPhone-based personal finance analysis system, and a prestigious,

accredited training and development program, the QUANTIS Academy.

In 2001-2012, QUANTIS Group’s operations were remodeled and its ownership structure was

reorganized. The management reengineered the operations of the sales network under a Multi

Level Agency model, which – unlike MLM – o�ers long-term compliance with European market

regulations and also allows the establishment of vertical competence centers within the sales force.

As a final step in the reorganization process, the Group, which previously operated under the

BROKERNET brand, in June, 2013 rebranded as QUANTIS. In the past year, the rebranding process

was successfully completed: QUANTIS in 2014 was awarded with the prestigious Superbrands and

Business Superbrands titles.

MISSION STATEMENT

03QUANTIS GROUP

QUANTIS aspires to become a key player in spreading the concept and the toolset of self-provision

in the Central European markets, and to help facilitate the long-term financial security of the

people.

The Group also aims to develop local awareness of personal finances and to improve the level of

general financial knowledge in all of its target markets, helping people to make conscious financial

decisions based on the right information. The Group intends to secure the market-leading position

in all of its target markets and to set a new quality standard in the local financial advisory segment.

QUANTIS will take a key role in improving the financial culture of the Central and Eastern European

markets; the importance of financial consulting and its vital social role lie in the dissemination of

financial knowledge and in the promotion of modern mid and long-term financial instruments. In

these markets, people are also increasingly concerned about the pension issue, and require the

assistance of qualified financial consultants to take real, meaningful action.

The performance of the QUANTIS group constitutes a tremendous success and a serious social

responsibility. QUANTIS does not only o�er its clients quality services and unique financial

solutions, but also creates jobs and career opportunities for those that are committed to lifelong

advisory and to helping clients achieve their goals.

For aspiring financial consultants, QUANTIS o�ers a unique path to a respected, highly skilled, and

lucrative career in financial advisory.

04QUANTIS GROUP

QUANTIS GROUP’S

OPERATION IN FIGURES15 YEARSof regional presence in Hungary, Austria, and Slovakia (end of 2014)

1000specially trained consultants

370,000 contracts &

295,000 satisfied clients

Managed assets in excess of USD 500 million,Central Europe’s largest subscriber of investment funds

The highest average annual premiums in the Central European life insurance market

EUR 2,300 in Hungary and EUR 2,600 in Slovakia.

Loans brokered in the amount of

EUR 630 million

Insurance premiums brokered in the amount of

EUR 1 billion

Among independent financial brokerage firms in 82 countries

it was the first company

to win the Superbrands award and classification in 2009.

It also did so in 2010 and 2011.

5x

'09 '10 '11 '12 '14

HOLDING STRUCTURE

05QUANTIS GROUP

QUANTIS Holding Zrt. is the holding company of the group

QUANTIS Consulting Zrt. is Hungary’s number one financial brokerage, the largest member of the group by annual revenue

QUANTIS Investment Management is the group’s investment management company, 70%-30% held by QUANTIS Holding and the Liechtenstein-based LGT Group

QUANTIS Alpha is the fully licensed private bank of QUANTIS IM it is the only private bank in Hungary that is built on a strong investment and asset management background

PALLADIUM Consulting is the 75% owned subsidiary of QUANTIS Holding, it is one of the largest insurance brokers in Hungary by client volume

QUALIS Austria, a company specializing in physical gold investments, will join the QUANTIS Group this year through QUANTIS Holding’s acquisition of a controlling stake in the company.

QUANTIS group consists of five Hungarian companies and one foreign a�liate, operating in Austria, whose accession to the group is proceeding:

uantis®

Holding

PalladiumConsultingConsulting

uantis

I.M.uantis

Alphauantis

Equityuantis

Austriaualis

10%

75% 70%

30%

100%

100% 75%

AREAS OF OPERATION

THESE INCLUDE

Invest Medium and long term investment programs

Finance EU funding, financing, project management, banking products and services, state-backed home savings’ programs

Aurum Gold-based investment solution

Care Private healthcare and insurance solutions

Premium Private banking and premium investment services

Pooling Unique referral systems, exclusive product distribution and related services

With its six specialized companies and seven divisions QUANTIS Group covers all strategic areas of investment and insurance-related brokering and consulting services.

OWNERSHIP STRUCTURE

QUANTIS Holding is held by two private individuals, Mr. Péter Kostevc (over 80%) and Mr. Pál Kutvölgyi (11%). The remaining shares are with QUANTIS Equity Zrt., an investment vehicle through which benefi-ciaries of the company’s partner-preferential share scheme, as well as Mr. Kostevc and Mr. Kutvölgyi, exercise ownership rights.

Further information (Hungarian): www.quantis-group.com

06QUANTIS GROUP

Mr. Péter Kostevc Mr. Pál Kutvölgyi