IOOF  | Annual Report 2012 IOOF has been helping Australians secure their financial future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. As an ASX top 200 company, and with more than $100 billion in funds under  management, administration, advice and supervision, we currently service more than 600,000 customers around Australia. We are now one of the largest independent groups in the industry. Our broad range of products and services means that our ability to provide tailored solutions to help  clients achieve their financial goals is unparalleled. We believe that success only comes  from caring about people and providing quality service and consistent performance. At IOOF, we have a long history of partnering with financial services organisations,  including credit unions and building societies, as well as other advice providers  throughout Australia. IOOF’s long term focus on customer service throughout its business has been rewarded,  with one of its flagship platforms, Pursuit, being consistently ranked in the top 4 of the  Wealth Insights Service Level Report over the past 3 years. IOOF provides a range of wealth management solutions for Australians, including: Financial Advice and Distribution  services via our extensive network of financial  advisers and stockbrokers. IOOF advises retail clients on investment strategies, wealth protection and accumulation, stockbroking and retirement planning. Together with our referral partners, IOOF services thousands of clients to make us one of Australia’s leading financial planning groups. Platform Management and Administration  for advisers, their clients and hundreds  of employers in Australia. Our platforms allow clients, employers and advisers to manage a wide range of superannuation and investment options, including  managed funds and direct shares. Investment Management  products that are designed to suit any investor’s needs.  IOOF offers multi-manager products that are easy to understand with well-rounded  investment options across a range of asset classes. Through Perennial Investment  Partners, Australia’s leading boutique investment house, investors can access  investments in Australian shares, international shares, Australian listed property, global listed property, fixed interest and cash.  Trustee Services  including Estate Planning and Corporate Trust services. Australian  Executor Trustees (AET) team of estate planning lawyers, prepare estate plans, Wills,  powers of attorney and manage deceased estates on behalf of their clients. AET is also a specialist in the provision of personal trusts. The AET Corporate Trust team act as  custodian for managed investment schemes, trustee or security trustee for securitisation  and structured finance transactions, and trustee for note and other debt issues.  page 3 What does IOOF do?