Suncorp Group Limited · ASX:SUN

Suncorp — Debt Investor Presentation (November 2019)

33 slides from Suncorp's debt investor presentation, Nov 11, 2019

  1. Slide 1: Suncorp Group Limited Capital Notes 3

    11 November 2019 IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx For personal use only Suncorp Group Limited Capital Notes 3 ― 11 November 2019 Capital Notes 3

  2. Slide 2: Important Notice

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Important Notice — For personal use only This presentation has been prepared and authorised by Suncorp Group Limited (ABN 66 145 290 124) (“Suncorp”) in r

  3. Slide 3: Agenda

    For personal use only Agenda Section 1 Offer summary ― Section 2 About Suncorp Section 3 Key features of Capital Notes 3 Section 4 Offer process Appendix 1 Comparison between Capital Notes 3 and other types of investments Appendix 2 Corporate responsibility framework Appendix 3 APRA risk governance

  4. Slide 4: Offer summary

    For personal use only Section 1 Offer summary ―

  5. Slide 5: Offer summary

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Offer summary — For personal use only Issuer – Suncorp Group Limited (Suncorp) Security – Fully paid, subordinated, perpetual, unsecured, convertible note

  6. Slide 6: About Suncorp

    For personal use only Section 2 About Suncorp ―

  7. Slide 7: Suncorp Group

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Suncorp Group Top 20 ASX listed company — For personal use only Leading financial services brands in Australia and New Zealand $17 billion market capitali

  8. Slide 8: Strategy

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Strategy — The Suncorp Group’s purpose is to create a better today for its customers For personal use only The Suncorp Group’s strategy is underpinned by

  9. Slide 9: Full year ended 30 June 2019

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Full year ended FY19 FY18 Change ($m) ($m) (%) 30 June 2019 Insurance (Australia) 588 681 (13.7) For personal use only — Banking & Wealth 364 369 (1.4) Ne

  10. Slide 10: Insurance (Australia)

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Insurance (Australia) — Total GWP (excluding FSL) of $8.1bn1 For personal use only Portfolio by geography Portfolio by product Portfolio by channel 5% 2%

  11. Slide 11: Banking & Wealth

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Banking & Wealth — Lending assets by portfolio Lending assets by geography For personal use only <1% 4% 6% Total lending assets of $59.3 billion 1 8% 11%

  12. Slide 12: New Zealand

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx New Zealand General Insurance Gross — Written Premium General Insurance Life Insurance For personal use only Total Gross Written Premium of NZ$1.7 Total i

  13. Slide 13: Capital position as at June 2019

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital position ($m) As at 30 June 2019 — SGL, Corp Total as at Total as at GI2 Bank2 Life3 For personal use only Capital management strategy Services 30

  14. Slide 14: Pro forma capital adequacy position

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Pro forma capital adequacy position1 — For personal use only As at 30 June 2019 Pro forma Suncorp Group Pro forma Pro forma adjustments for Pro forma as a

  15. Slide 15: Key features of Capital Notes 3

    For personal use only Section 3 Key features of Capital Notes 3 ―

  16. Slide 16: Key features: General

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — General For personal use only Issuer – Suncorp Group Limited (Suncorp) Security – Fully paid, subordinated, perpetual, unse

  17. Slide 17: Key features: Distributions

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — Distributions For personal use only Distributions – Distributions are discretionary, non-cumulative, floating rate payments

  18. Slide 18: Summary of events that may affect Capital Notes 3

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key [ ] features [ ] [ ] For personal use only — Summary of events that may affect Capital Notes 3 Check where foot note 1 Note: For more

  19. Slide 19: Optional Exchange and Conversion on Acquisition Event

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — For personal use only Optional Exchange and Conversion on Acquisition Event Exchange by – Suncorp may choose to Exchange al

  20. Slide 20: Mandatory Conversion

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — Mandatory Conversion For personal use only – The Mandatory Conversion Date will be 17 June 2028, provided the Mandatory Con

  21. Slide 21: Non-Viability Trigger Event

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — Mandatory Conversion For personal use only Non-Viability – A Non-Viability Trigger Event occurs where APRA has provided a w

  22. Slide 22: Ranking in a winding-up

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — For personal use only Ranking of Capital Notes 3 in a winding-up1,2 Notes: 1 The ranking of Holders in a winding-up will be

  23. Slide 23: Key risks of investing in Capital Notes 3

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Capital Notes 3 key features — For personal use only Key risks associated with an investment in Capital Notes 3 – Capital Notes 3 are not deposit or polic

  24. Slide 24: Offer process

    For personal use only Section 4 Offer process ―

  25. Slide 25: Offer structure

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Offer structure — For personal use only Institutional Offer – Offer to certain Institutional Investors who are invited by the Joint Lead Managers to bid f

  26. Slide 26: Reinvestment Offer structure

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Reinvestment Offer structure — For personal use only What is the – Under the Reinvestment Offer, Eligible CPS3 Holders may apply for some 1 or all of the

  27. Slide 27: Key dates

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Key dates1 — Key dates for the Offer Date For personal use only Record date for determining Eligible Securityholders (7:00pm, Sydney time) 6 November 2019

  28. Slide 28: Contact directory

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Contact directory — For personal use only Issuer Suncorp Group Limited Simon Lewis Treasurer +61 7 3362 4037 Greg Volz Executive Manager, Capital Funding

  29. Slide 29: Comparison between Capital Notes 3 and other types of investments

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Appendix 1 - Comparison between Capital Notes 3 and other types of investments 1 — Suncorp Capital Notes 1 and For personal use only Standard term deposit

  30. Slide 30: Corporate responsibility principles

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Click to edit Appendix 2 - Master title Corporate style responsibility principles ― — For personal use only Note: For further information on the Suncorp G

  31. Slide 31: Corporate responsibility roadmap

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Click to edit Appendix 2 - Master Corporate title style responsibility roadmap ― — Performance highlights Focus for FY20 For personal use only Trust & ✓ C

  32. Slide 32: APRA risk governance self-assessment summary of findings

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Click to edit Appendix 3 - Master title APRA risk style governance self-assessment summary of findings ― — For personal use only Board & Senior Leadership

  33. Slide 33: APRA risk governance self-assessment lessons

    IBDROOT\PROJECTS\IBD-HK\SUNNIEST2019\641759_1\3. Legal Docs\Investor Presentation\191105 Barty - Investor Presentation - Verifcation Changes.pptx Click to edit Appendix 3 - Master title APRA risk style governance self-assessment lessons ― — For personal use only Orientating around a natural disaster

Suncorp Group — Debt Investor Presentation (November 2019) on 6ix