AJ Bell preparing for stock market floatation Not for release, publication or distribution, in whole or in part, directly or indirectly, in or into the United States of America, Australia, Canada, Japan, South Africa or any other jurisdiction where it is unlawful to distribute this announcement. AJ Bell preparing for stock market flotation | View this email online Good morning, I am pleased to be able to confirm that we are preparing to list AJ Bell on the London Stock Exchange and that there will be a portion of the initial public offering (IPO) set aside exclusively for AJ Bell customers*. AJ Bell has been operating for over 22 years now and thanks to the loyal support of our customers, we have grown into one of the largest and most successful investment platforms in the UK, with £42 billion of assets under administration. My senior management team and I are all really excited about the possibility of leading AJ Bell into its next chapter under public ownership and rest assured, our strategy will not be changing as a result and nor should it impact on our proposition or the service you receive. We are making our intentions known earlier than may be typical, to give customers the chance to understand our business model and join us on a journey through our 2018 interim and final annual results before we IPO later in 2018 or early 2019. A final decision about whether to proceed with a listing will be made during the coming months so at present there is no guarantee that it will go ahead, but I will keep you updated. In the meantime it is very much business as usual. Kind regards Andy Bell BSc. FIA Chief Executive *The IPO will be open to UK residents only AJ Bell Youinvest T: 0345 54 32 600 E: enquiry@youinvest.co.uk You’re receiving this service email because you’re a customer of AJ Bell Youinvest. You can’t opt out of emails like this one, but you can choose which other emails you receive from us – just log into your account and in the ‘My account’ menu, click ‘Communication preferences’. This communication is issued by AJ Bell Securities Limited. This announcement does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer or invitation to purchase or subscribe for, any shares in AJ Bell Holdings Limited ("AJ Bell") or other securities, nor shall it (or any part of it), or the fact of its distribution, form the basis of, or be relied on in connection with or act as any inducement to enter into, any contract or commitment whatsoever with respect to any investment in shares in AJ Bell or other securities. Confidentiality notice This email and any accompanying documents contain confidential information intended for a specific individual or company. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or the taking of any action based on the contents of this information, are strictly prohibited. You are also requested to advise us immediately if you receive information not addressed to you. We may use a device called a web beacon in some emails. Please refer to our cookie policy for further details, including how to switch them off. Liability notice We make every effort to keep our network free from viruses. You should, however, check this email and any attachments to it for viruses, as we can take no responsibility for any virus that may be transferred by way of this email. AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester, M5 3EE. See website for full details.