AI Terminal

MODULE: AI_ANALYST
Interactive Q&A, Risk Assessment, Summarization
MODULE: DATA_EXTRACT
Excel Export, XBRL Parsing, Table Digitization
MODULE: PEER_COMP
Sector Benchmarking, Sentiment Analysis
SYSTEM ACCESS LOCKED
Authenticate / Register Log In

Newcap Holding

Annual Report Mar 24, 2009

3448_10-k_2009-03-24_35c3f327-613d-46fa-a7b7-adc82462f769.pdf

Annual Report

Open in Viewer

Opens in native device viewer

annual report

Our mission

Our customers are at the centre of our actions, and we find solutions to meet their changing needs.

Our Values

Execution

We keep our promises and carry out the agreed actions.

Quality

We focus on documentation, timely diligence, clear allocation of responsibility and documented processes.

Customer focus

The customer is the most important element of every process.

Innovation

We expect innovation from all links of the value chain to improve processes, ensure better customer service and higher earnings.

Reliability

We want to be known as the innovative and reliable financial player who increases our customers' wealth.

Profitability

Each action taken must contribute to increased productivity and have a direct impact on the bottom line.

Business areas

Capinordic aims to provide excellent service and offer our customers the most innovative products. We want to capitalise on the following trends in the market: Need for an ever greater choice of products, investment performance, transparency and accessibility.

The following basis of our strategy will ensure that we achieve Capinordic's goals:

Banking Asset Management Private Financial Services
Net interest and
fee income (DKKm)
211 (230) 81 (19) 73 (54)
Activity The Banking Business Area of Capi
nordic is divided into two sub-ar
eas: Investment Banking and Private
Banking.
Investment Banking
Capinordic's Investment Banking de
partment provides advisory services
and assistance on corporate issues
and loans within the following divi
sions:
-Corporate Finance
-Markets
-Alternative Investments
Private Banking
Capinordic offers asset planning with
focus on the customer and his or her
visions. The Group has developed rel
evant expertise in a large number of
asset categories. Ongoing lending ac
tivities are limited to customers who
make use of the Group's asset man
agement services or securities trading
services. In addition, Private Banking
participates in the development and
distribution of financial products in
collaboration with the Group's other
Business Areas.
The Business Area Asset Management
handles the Group's asset manage
ment and develops and offers asset
management products for distribution
through the Group's other Business
Areas and directly to institutional, pro
fessional, industrial and large private
investors.
In addition, Asset Management
provides advice to the Group's Private
Banking department.
Private Financial Services offers the
Group's financial products, including
bank and asset management prod
ucts, in cooperation with insurance
companies and banks.
In cooperation with the Group's As
set Management, Private Financial
Services offers active and flexible as
set management with focus on abso
lute return. The asset management is
undertaken by the Group's business
area Asset Management.
The products are distributed through
telemarketing and a broad network
of internal and external independent
insurance brokers. Capinordic cooper
ates with Nordic Broker Association
AB and others.
Companies Capinordic Bank A/S
Branch of Capinordic Bank A/S (SE)
Dansk O.T.C Fondsmæglerselskab A/S
(the companies will merge)
Capinordic Asset
Management AB
Capinordic Capital Fondsmæglerselskab
A/S (formerly Steffen Rønn Fonds
mæglerselskab A/S)
Biofund Management OY
Capinordic Property
Management A/S
Monetar
Pensionsförvaltning AB
Nordisk Fondservice AB
(the companies will merge)

Table of content

Management review

Key fi gures and ratios 4
Highlights 5
Preface 6
Financial review 10
Employees and knowledge resources 22
Environment and research and development activities 23
Expectations 23
Post-period activities 24
Shareholders 25
Corporate governance 28
Risk management 30
Management statement and auditors' report 35
Management statement 36
Independent auditors' report 37
Accounting policies 39
Accounting policies 40
Income statement for the period ended 31 december 2008 52
Balance sheet at 31 december 2008 53
Cash fl ow statement 55
Statement of changes in equity (Group) 57
Statement of changes in equity (Parent Company) 58
Notes 59
Information about Capinordic 89
Company information 90
Management of Capinordic 91
Shares and options held by Management 95
Company announcements published in 2008 96
Address list and contacts 97

References to 'the Company' are references to Capinordic A/S. References to 'the Group' are references to the Capinordic Group. Figures in brackets are comparative fi gures for the same period last year.

Translation

This text has been prepared in Danish and in English. In case of discrepancies, the Danish text will prevail.

KEY FIGURES AND RATIOS

Key figures of the income statement
(DKK'000) 2008 2007 2006 2005 2004
Net interest income 71,371 60,081 18,202 (208) (841)
Fee and commission income 350,111 270,499 150,954 23,633 20,503
Net interest and fee income 373,734 307,174 159,065 16,824 12,778
Other operating income 5,205 9,003 5,184 0 0
Staff costs and administrative expenses (272,801) (212,165) (81,204) (14,062) (11,839)
Losses on loans and advances (206,097) (3,472) 0 0 0
Profit (loss) before amortisation, depreciation,
impairment and tax (EBTDA) (159,355) 154,512 74,748 3,024 2,792
Profit (loss) before tax (512,832) 102,256 60,231 2,917 2,574
Net profit (loss) for the year (418,947) 80,161 46,885 1,794 871
Key figures of the balance sheet
(DKK'000) 31.12.2008 31.12.2007 31.12.2006 31.12.2005 31.12.2004
Cash and receivables from credit institutions and central banks 616,884 521,808 588,943 13,621 5,022
Loans and advances 921,902 1,262,407 440,289 0 0
Intangible assets 932,998 1,285,722 541,897 19,078 19,808
Total assets 3,179,940 3,849,670 1,792,032 61,961 28,565
Payables to credit institutions and central banks 62,806 539,172 46,663 4,495 4,678
Deposits 1,121,507 720,670 203,382 0 0
Share capital 59,445 59,445 42,467 14,296 11,801
Total equity 1,804,571 2,304,150 1,399,561 47,968 13,474
Total liabilities and equity 3,179,940 3,849,670 1,792,032 61,961 28,565
Ratios
2008 2007 2006 2005 2004
Equity ratio 56.52% 59.85% 78.10% 77.42% 47.17%
Return on equity after tax -18.54% 4.09% 6.48% 5.84% 18.47%
Capital base * 837,575 1,015,400 856,672 28,890
Capital adequacy ratio * 45.95% 47.80% 114.07% 90.30%
Average number of employees 223 146 44 15 12
Per share ratios
2008 2007 2006 2005 2004
Average number of shares outstanding (million) 117 105 61 26 24
Average number of shares outstanding, diluted (million) 122 110 61 27 24
Earnings per share basic (EPS Basic) (3.59) 0.77 0.77 0.07 0.04
Diluted earnings per share (EPS-D) (3.59) 0.76 0.77 0.07 0.04
Cash flow per share (CFPS) 1.73 1.24 (2.61) (0.14) (0.07)
Dividends per share 0.00 0.00 0.00 0.00 0.00
Equity value per share, year-end (DKK) 15.60 19.69 15.63 1.68 0.57
Share Price, year-end, cf. OMX Nordic Exchange Copenhagen 2.98 21.30 30.10 23.67 3.93

* Capinordic A/S became subject to the supervision of the Danish Financial Supervisory Authority upon the acquisition of G P Børsmæglerselskab A/S in 2005 and has therefore not published these figures and ratios previously.

HIGHLIGHTS

2008 2007 2006
Net interest and fee income (DKKm) 374 307 159
EBTDA (DKKm) (159) 155 75
Profi t (loss) before tax (DKKm) (513) 102 60
Profi t (loss) after tax (DKKm) (419) 80 47
EPS diluted (DKK) (3.59) 0.76 0.77
Recurring revenue/cost ratio (%) 80% 73% 116%
Retrun on equity after tax -19% 4% 6%
Asset under management (DKKbn) 16.4 20.1 5.9
  • The year 2008 was characterised by strong turbulence in the fi nancial markets. The fi nancial unrest particularly accelerated during the second half of the year, resulting in substantial impairment of a number of asset categories, strongly declining stock markets and capital markets increasingly marked by low volumes and lack of liquidity. >
  • Despite this, the Group increased its level of activity in 2008. Consolidated net interest and fee income rose by 22 per cent on last year. Over 2008, the Group saw a net infl ow of 20 (28) thousand customer agreements. >
  • The fi nancial market developments for 2008 implied harder conditions for the Group's three Business Areas, and particularly the Banking Business Area was affected by the very diffi cult market conditions. The Group's results are thus particularly affected by loan impairment losses, loan loss provisions and losses on its own portfolio. >
  • Capinordic's net interest and fee income amounted to DKK 374m (DKK 307m) for 2008 and thus in line with the Group's expectations as announced in the Q3 2008 Interim Financial Report. >
  • The operating loss was affected by negative market value and forex translation adjustments of the Group's own portfolio and portfolio investments of DKK 55m in 2008 (positive fi gure of DKK 54m in 2007) and loan impairment losses and loan loss provisions of DKK 206m (DKK 3m). As a result, the Group realised an operating loss (EBTDA) of DKK 159m (operating profi t of DKK 155m). This EBTDA performance is in line with the Group's announcement made on 4 March 2009. >
  • Due to the still unstable and uncertain capital markets, Capinordic has chosen to make an impairment of goodwill and other intangible assets of DKK 273m (DKK 0m). This impairment is treated as an exceptional item. Total amortisation and impairment of intangible assets for the year amounted to DKK 325m (DKK 44m), corresponding to 25 per cent of total intangible assets at the beginning of 2008. >
  • Following recognition of the above impairment loan loss provisions and other value adjustments, consolidated equity amounted to DKK 1.8bn (DKK 2.3bn), and at year-end 2008 the Group had a capital base of DKK 838m (DKK 1,015m) and a capital adequacy ratio of 46 per cent (48 per cent). Intangible assets are not included in the calculation of the capital base nor the capital adequacy ratio. >
  • The Group continued to increase its recurring revenue in 2008 so that it covered 80 per cent (73 per cent) of the Group's recurring costs. Income from Investment Banking and market value and forex translation adjustments (non-recurring revenue) is not included in the calculation of this ratio. The Group carried out a number of cost cuts at the end of 2008 and the beginning of 2009 and will maintain its focus on improving this ratio. >

PREFACE

The year 2008 was characterised by unprecedented turbulence in the fi nancial markets. The fi nancial unrest particularly accelerated during the second half of the year, resulting in substantial impairment of a number of asset categories, strongly declining stock markets and capital markets increasingly marked by immobility and lack of liquidity.

This development implied tougher conditions for the Group's three Business Areas, and particularly the Banking Business Area was affected by the very diffi cult market conditions. The Group's results are thus affected by loan impairment losses, loan loss provisions and losses on its own portfolio.

It is part of the new strategy of the Group to wind down proprietary trading.

For 2008, the Group realised negative EBTDA of DKK 159m and a loss after tax of DKK 419m. By comparison, the Group realised EBTDA of DKK 155m and a profi t after tax of DKK 80m for 2007.

Despite the fi nancial unrest, the Group increased its level of activity. The consolidated net interest and fee income thus rose by 22 per cent on last year.

In addition, Capinordic achieved a number of specifi c strategic milestones in 2008 as shown in the table below:

Objectives for 2008 Activities in 2008
9 Maintain and consolidate current Swedish level of activities 9Increase in net interest and fee income of 57%
9Increase in customer agreements of 9%
9 Initiatives to increase earnings per customer in Sweden 9Launch of Capinordic Bank in Sweden
9New products, including unique 'PPM surviving partner protection'
9Launch of the service company Nordic Broker Association
x Continue controlled growth of bank × Difficult market conditions for Investment and Private Banking
×Drop in net interest and fee income of 8%. Negative EBTDA of DKK 195m
9Total loans and advances reduced by 13%. Deposit surplus at year-end
2008
9Cost cuts with effect beginning in mid-2009
9 Maintain high inflow of assets under management (AUM) 9Net inflow of assets under management of DKK 3.2bn
9Launch of four new Capinordic funds
9Assets invested in Capinordic funds increased by DKK 3.8bn to DKK 4.0bn
9 Complete organisational adjustments 9Group combined and structured into three business areas
9Merger between Unitfond and Nordisk Fondservice completed
9Merger between Nordisk Fondservice and Monetar expected to be
completed in Q1 2009 with effect from 1 January 2009
9Merger between Capinordic Bank and Dansk OTC expected to be
completed in H1 with effect from 1 January 2009

Business Areas

Capinordic has three Business Areas: Private Financial Services, Asset Management and Banking. Banking is divided into Private Banking and Investment Banking. Each Business Area is headed by a Managing Director, member of the Leadership Team.

The objective for Private Financial Services is to maintain a high customer infl ow and customer focus. It was therefore very satisfactory to see a net infl ow of approx. 20 thousand customer agreements during 2008 despite the diffi cult market conditions. In accordance with strategy, Private Financial Services additionally focused on enlarging its range of products and developed new products offered to the Group's existing and potential customers.

Within the Business Area Asset Management, one focal point throughout 2008 was the introduction of several Capinordic funds. The Group's Asset Management Business Area became increasingly able to utilise services from the Group's Banking Business Area. The Asset Management Business Area was affected by the generally negative fi nancial market development, but despite this several funds performed to satisfaction, and a few of our funds ranked high on Morningstar.se.

The Banking Business Area was also subject to diffi cult market conditions during 2008. Total earnings were thus affected by losses on the Group's own portfolio of DKK 54m, and similarly the substantial impairment of a number of asset categories resulted in loan impairment losses and loan loss provisions of DKK 193m.

Results for the Banking Business Area are not satisfactory, and the Group has initiated cost cuts and introduced a more restrictive credit policy.

For 2008, Private Banking saw a lower activity level mainly attributable to lower income from private equity transactions and alternative investments.

Investment Banking saw a satisfactory development, realising an increase in its income of 5 per cent. The increase should be seen in the light of the highly static state of the capital markets, which resulted in extremely diffi cult market conditions for the Group's Investment Banking activities, particularly during H2 2008.

Due to the still unstable and uncertain capital markets, the Group has chosen to make writedowns for impairment of goodwill and other intangible assets relating to the Group's Banking activities of DKK 195m.

In accordance with its strategic objectives, the Bank launched a Swedish branch in September. The launch was successful, and the branch is enjoying very great interest and a satisfactory infl ow of customers.

Cash situation and capital adequacy

In 2008, the international crisis on the capital markets led to an interbank market freeze and a general lack of confi dence among the fi nancial players, causing a severe lack of liquidity. Capinordic was not affected by this lack of liquidity as the Group has not been active in the interbank market.

On the contrary, the Group built up its deposit volume and achieved a satisfactory deposit surplus at year-end 2008 through more traditional banking activities.

For the same reason, the Group's cash situation at year-end 2008 was good.

As a consequence of its strong capital base, the Group has a capital adequacy ratio of 46 per cent, considerably above the industry average.

Focus in 2009

Capinordic will continue the Group's growth strategy, focusing in 2009 on organic growth through the exploitation of synergies and potential for up-selling. Our objectives are:

  • To strengthen the Group's exposure and profi le within asset management. >
  • To maintain a high customer infl ow to Private Financial Services. >
  • To maintain the high level of activity within Investment Banking. >
  • To strengthen the customer base of Banking. >
  • To continue to improve the ratio between recurring revenue and costs. >
  • To wind down the proprietary trading activities. >

Outlook for 2009

As a consequence of the still unstable capital markets and the macro-economic development in the Scandinavian countries, Capinordic expects 2009 to be a challenging year for the Group. The Group expects more volatile earnings than usual relative to the individual quarters, and the expectations for 2009 are fi xed within a fairly wide interval. Capinordic expects:

  • Net interest and fee income amounting to DKK 275- 350m. >
  • Profi t before tax (exclusive of market value and forex translation adjustments and loan impairment) at a level of DKK 0-75m. >

"Capinordic was affected by an extreme fi nancial year, our share price dropped, and our results were not satisfactory.

Despite diffi cult market conditions, however, Capinordic increased its level of activity by 22 per cent and is able to maintain a capital adequacy ratio among the highest in the market.

Capinordic successfully realised a number of strategic initiatives for 2008; as an example we launched Capinordic Bank in Sweden, saw continued high infl ow of new customers and streamlined the organisation into three new Business Areas.

At the end of 2008 and the beginning of 2009, we also reviewed our costs and initiated a number of cuts, particularly on staff and administrative expenses. The cuts will begin to have an effect from mid-2009, but will only fully impact in 2010.

For 2009, our focus is still to maintain the high infl ow of customers and strengthen our profi le within Asset Management while continuing to focus on our costs."

Lasse Lindblad CEO, Capinordic A/S

FINANCIAL REVIEW

Results for the year

The fi nancial market developments in 2008 implied very diffi cult market conditions for the fi nancial sector, including for the Capinordic Group. Particularly the results of the Banking Business Area were affected by the severe global drops in values for a number of asset categories in the form of losses on the Group's own securities portfolio, loan impairment losses and loan loss provisions.

DKKm 2008 2007 2006
Net interest and fee income * 374 307 159
EBTDA (159) 155 75
Impairment losses on intangible assets (273) 0 0
Profi t (loss) for the year before tax (513) 102 60
Total assets 3,180 3,850 1,792
Total equity 1,805 2,304 1,400

* Income from the Group's asset management of property investments has been reclassifi ed from 'Other operating income' to 'Fee and commission income'. Comparative fi gures have been restated.

Despite the adverse fi nancial market developments, the Group continued to increase its level of activity. Compared with 2007, consolidated net interest and fee income rose by approx. 22 per cent to DKK 374m (DKK 307m). The increase mainly related to the Business Areas of Asset Management and Private Financial Services.

Negative market value and forex translation adjustments of the Group's own portfolio and portfolio investments amounted to DKK 55m (positive fi gure of DKK 54m) and loan impairment losses and loan loss provisions amounted to DKK 206m (DKK 3m).

As a result, 2008 consolidated operating loss (EBTDA) was DKK 159m (operating profi t of DKK 155m).

Due to the still unstable and uncertain capital markets, the Group has chosen to make an impairment of goodwill and other intangible assets of DKK 273m (DKK 0m). The impairment concerns intangible assets related to the acquisitions made in 2006 and 2007.

Total amortisation and impairment of intangible assets amounted to DKK 325m (DKK 44m), corresponding to 25 per cent of total consolidated intangible assets at the beginning of 2008. The impairment losses do not affect the cash situation of the Group nor the consolidated capital adequacy ratio as intangible assets are not included in the calculation of the capital adequacy ratio.

For 2008, consolidated cash fl ow from operating activities amounted to DKK 209 (DKK 131m), corresponding to a cash fl ow per share (CFPS) of DKK 1.73 (DKK 1.24).

The net loss for the year is DKK 419m (net profi t of DKK 80m), corresponding to negative diluted earnings per share (EPS-D) of DKK 3.59 (positive fi gure of DKK 0.76), and a negative return on equity of 18.54 per cent (positive fi gure of 4.09 per cent).

Business Areas

Since the autumn of 2008, Capinordic has worked on adjusting its strategy and organisation so that the Group will achieve higher growth, greater accountability of its key employees and focus on synergies between its activities. Accordingly, the Group's development will be structured according to the Business Areas:

  • Banking (divided into Investment Banking and Private Banking) >
  • Asset Management >
  • Private Financial Services >

In connection with this adjustment, we will allocate further resources to our Asset Management and enhance the Group's exposure and profi le within this Business Area.

Business Areas Asset Private Financial
DKKm Banking Management Services
2008 2007 2008 2007 2008 2007
Net interest and fee income 211 230 81 19 73 54
EBTDA (195) 153 32 1 27 13
Impairment losses on intangible assets (195) 0 (78) 0 0 0
Profi t (loss) before tax (429) 117 (52) 1 8 -1
Total assets 2,450 3,022 205 179 495 617
Total liabilities 1,253 1,416 30 15 93 111

At the same time, the Group will change the accounting segments so that the presentation of the fi nancial statements follows the Group's organisational structure.

In 2008, the Group saw increased activity within the Business Areas of Asset Management and Private Financial Services. Both divisions contribute a large part of the Group's recurring revenue. The Group saw an increased operating profi t (EBTDA) from these Business Areas. Impairment of intangible assets relate to past acquisitions, made in an environment of higher business valuations.

The lower level of activity within Banking is mainly attributable to lower income from private equity transactions and alternative investments within Private Banking, whereas Investment Banking maintained a high level of activity. The Group will maintain its focus on its activities within Private Banking and Investment Banking.

Income

Total consolidated income (exclusive of market value and forex translation adjustments) amounted to DKK 428m (DKK 340m) for 2008, an increase of 26 per cent. The income consisted of both recurring revenue, mainly from Asset Management and Private Financial Services, and non-recurring revenue from Investment Banking.

Income, DKKm 2008 2007
Banking
- Investment Banking 138 131
- Private Banking 36 73
- Treasury 43 38
Total Banking 217 242
Asset Management 88 19
Private Financial Services 123 79
Other income and internal trading 0 0
Total income 428 340

Capinordic maintained focus on building recurring revenue. Despite the very diffi cult market conditions in 2008, the Group continued to increase its recurring revenue by way of a high customer infl ow, enlarged product range and continued net infl ow of assets under management from existing customers.

Compared with 2007, consolidated income from the Business Areas of Asset Management and Private Financial Services rose substantially. However, the income from these areas was lower than expected for 2008 as a consequence of the falling stock markets, which negatively affected assets under management.

For 2008, consolidated recurring revenue covered 80 per cent of total consolidated recurring costs (operating ex-

penses exclusive of bonus and external costs relating to Investment Banking).

Market value and forex translation adjustments

The 2008 results were affected by negative market value and forex translation adjustments of the Group's own portfolio and portfolio investments totalling DKK 55m (positive adjustments of DKK 54m). The negative adjustments are related to the falling stock markets.

Operating expenses

For 2008, operating expenses came to DKK 273 (DKK 212m), an increase of 29 per cent. The increase is related to the generally increased level of activity of the Group. For 2008, staff costs amounted to DKK 159m (DKK 148m), an increase of 7,4 per cent.

At the end of 2008 and the beginning of 2009, Capinordic reviewed the Group's costs and made a number of adjustments of both staff and other administrative expenses. These cuts will begin to show their effect from mid-2009, but will only fully impact in 2010. For both years, the effect will be reduced by the expenses from several new hires at top management level and the Bank's participation in the State Guarantee Scheme.

Loan impairment losses

Loan impairment losses and loan loss provisions amounted to DKK 206m (DKK 3m). The large impairment losses refl ect the harsh slow-down of the global economy and are mainly related to the loans awarded to the property sector. Total loans and advances now amount to DKK 922m (DKK 1,262m).

Tax

For 2008, the Group realised a tax loss of DKK 128m. The tax base of this amount is DKK 32m, which has been capitalised and is expected to be utilised to reduce tax payments in future years.

The net loss for the year triggers negative tax of DKK 94m, corresponding to 18 per cent of the net loss before tax. The deviation between the calculated effective tax rate and current tax rates is mainly related to the goodwill impairment losses, which are not tax deductible.

Intangible assets

Due to the still unstable and uncertain capital markets, Capinordic has chosen to make an impairment of goodwill and other intangible assets of DKK 273m (DKK 0m). Total amortisation and impairment of intangible assets for the year amounted to DKK 325m (DKK 44m), corresponding to 25 per cent of total intangible assets at the beginning of 2008.

Total consolidated intangible assets subsequently amounts to DKK 933m (DKK 1,286m).

Cash situation

To the fi nancial industry, 2008 was a challenging year due to the interbank market freeze. Capinordic was not affected by this lack of liquidity to the same extent as many other fi nancial institutions as the Group had not been present in the interbank market and therefore was not exposed to this refi nancing risk.

On the contrary, the Group built up its deposit base and achieved a deposit surplus at year-end 2008 through more traditional banking activities.

At 31 December 2008, consolidated cash amounted to DKK 617m (DKK 522m). For 2008, consolidated cash fl ow from operating activities amounted to DKK 209 (DKK 131m), corresponding to a cash fl ow per share (CFPS) of DKK 1.73(DKK 1.24). The positive cash fl ow from operating activities for 2008 mainly relates to shifts in the Group's funding structure and a reduction of the Group's loan volume and holdings of securities.

Capital base and capital adequacy

At the end of Q4 2008, the Group's equity amounted to DKK 1,805m (DKK 2,304m), corresponding to an equity ratio of 57 per cent (60 per cent). At 31 December 2008, the Group's capital base amounted to DKK 838m (DKK 1,015m), and the consolidated capital adequacy ratio was 46 per cent (48 per cent).

fee income of Negative EBTDA of Recurring revenue/ cost ratio of

DKK 211m DKK 195m 53%

The Banking Business Area of Capinordic is divided into two sub-areas: Investment Banking and Private Banking. Investment Banking: Capinordic's Investment Banking department provides advisory services and assistance on corporate issues and loans within the following divisions: Corporate Finance: Capinordic offers corporate clients expert advice on Mergers and Acquisitions, divestitures, restructurings and capital raising excercises, both in the debt and equity markets. It also provides clients with loans on its own balance sheet. It also assists clients in their listings requirements, on the NASDAQ OMX Copenhagen stock exchange. Markets is responsible for the Group's trading in foreign currencies, shares, interest-rate products, etc. Alternative Investments undertakes the Group's development and structuring of alternative investments in a number of asset categories. These products are provided to clients in collaboration with Private Banking.

Private Banking: Capinordic offers asset planning with focus on the customer and his or her visions. The Group has developed relevant expertise in a large number of asset categories. Ongoing lending activities are limited to customers who make use of the Group's asset management services or securities trading services. In addition, Private Banking participates in the development and distribution of fi nancial products in collaboration with the Group's other Business Areas.

In addition to Capinordic A/S, this Business Area comprises other legal entities used as Special Purpose Vehicles (SPVs) in connection with Investment Banking activities.

BANKING

  • Level of activity lower than expected due to market conditions >
  • Loan impairment losses and loan loss provisions as well as losses on own portfolio >
  • Launch of Swedish branch resulted in net infl ow of customers (including February 2009) >

Business activities and results

The Banking Business Area was particularly affected by the very diffi cult market conditions in 2008, entailing losses on the Group's own portfolio, loan impairment losses and loan loss provisions.

For 2008, results were a negative EBTDA of DKK 195m (positive EBTDA of DKK 153m), which is not satisfactory.

The Business Area saw a drop in net interest and fee income of 8 per cent as against 2007. The decreasing level of activity is mainly attributable to lower income from Private Banking. Particularly in Q4, when the Group historically has great activity in this area, markets were characterised by a lack of liquidity which negatively affected the Group's sale of alternative investments.

As a consequence of falling fi nancial market prices, the results of the Banking activities were affected by losses on the Group's own portfolio. For 2008, negative market value and forex translation adjustments amounted to DKK 54m (a positive fi gure of DKK 57m).

Loan impairment losses and loan loss provisions

Results were also affected by loan impairment losses and loan loss provisions of DKK 193m (DKK 0m). The large impairment losses refl ect the harsh slow-down of the global economy and are mainly related to the property sector. Total loans and advances now amount to DKK 922m (DKK 1,286m).

Impairment losses on intangible assets

Due to the still unstable and uncertain capital markets, the Group has made an impairment of goodwill and other intangible assets relating to the Group's Banking activities of DKK 195m (DKK 0m). The impairment losses do not infl uence the cash situation or the capital adequacy as intangible assets are not included in the calculation of the capital adequacy ratio.

Branch in Sweden

In accordance with its strategic objectives, the Group launched a Swedish branch of Capinordic Bank. The launch was successful, and the branch is enjoying very great interest and infl ow of customers.

Action taken to improve results

Results for the Banking Business Area are not satisfactory, and the Group has therefore introduced a more restrictive credit policy according to which loans are follow-on business and business focus is aimed at savings and pensions. Moreover, at the end of 2008 and the beginning of 2009, Capinordic reviewed its costs and made a number of adjustments of both staff and other administrative expenses. These cuts will improve the recurring revenue/cost ratio from mid-2009, but will only have a full impact on the profi t and loss in 2010. For both years, the effect will be reduced by the expenses from participation in the State Guarantee Scheme.

Financial development
DKKm 2008 2007
Net interest and fee income 211 230
Market value and forex translation adjustments of securities and foreign currencies (54) 57
Staff costs and administrative expenses (159) (140)
Losses on loans and advances (193) 0
EBTDA (195) 153
Amortisation and depreciation of intangible assets, (33) (36)
property, plant and equipment *
Impairment losses on intangible assets (195) 0
Profi t (loss) before tax (429) 117
Loans and advances 922 1,286
Deposits 1,165 766
Total assets, including allocated goodwill, etc. 2,450 3,022
Total liabilities 1,253 1,416
Number of employees 81 64
Recurring revenue/cost ratio ** 53% 57%
Profi t margin ** -94% 66%

* The item comprises annual impairment losses on the Group's intangible assets of DKK 26m (DKK 30m) related to the acquisitions made in 2006 and 2007.

** Amortisation and impairment of the Group's intangible assets are not included in the calculation of the recurring revenue/cost ratio or the profi t margin.

Total income
DKKm
2008 2007
Private Banking
- Net interest income 7 4
- Advisory services, investments and assets 13 19
- Private equity transactions and alternative investments 8 37
- Commission income 8 13
Total Private Banking 36 73
Investment Banking
- Net interest income 12 11
- Corporate issues and loans and alternative investments 125 120
- Commission income 1 0
Total Investment Banking 138 131
Treasury
- Net interest income 42 37
- Commission income 1 1
Total Treasury 43 38
Totol income 217 242

DKK 81m DKK 32m DKK 16.4bn

The Business Area Asset Management handles the Group's asset management and develops and offers asset management products for distribution through the Group's other Business Areas and directly to institutional, professional, industrial and large private investors. In addition, Asset Management provides advice to the Group's Private Banking department.

ASSET MANAGEMENT

  • Increasing revenue and earnings >
  • Introduced Capinordic funds with satisfactory infl ow of capital >
  • Performance negatively affected by market, but generally satisfactory >

Business activities and results

The Business Area Asset Management saw a positive development in the level of activity for 2008 with the launch of a number of new products, including Capinordic funds, which attracted new assets under management. At the same time, the Group streamlined the organisation through grouping the Swedish asset management activities in Stockholm.

The Group's Asset Management became increasingly able to utilise services from the Banking Business Areas.

Despite the general decline of the stock markets, the income for the Business Area quadrupled to DKK 88m (DKK 19m). The increase is related to both management fees and performance fees.

The return on the assets under management was marked by poor market conditions, but was generally satisfactory compared with the development in comparable indexes.

At year-end 2008, the consolidated assets under management amounted to DKK 16.4bn (DKK 20.1bn). Most of the Group's assets under management are denominated in foreign currencies, and the consolidated assets under management were therefore negatively affected by the exchange rate development, particularly in respect of the Swedish krone. In local currencies, consolidated assets under management fell by 9 per cent while, by comparison, MSCI World fell by 42 per cent. This applied to both the return on assets under management and the continued infl ow of assets under management from new and existing customers.

Impairment losses on intangible assets

Despite the positive development for the Business Area as a whole, Capinordic has made an impairment of intangible assets related to this Business Area of DKK 78m (DKK 0m) due to the current market conditions.

Grouping of activities

In 2008, the Swedish Asset Management activities were grouped in Stockholm and the Danish ones in Copenhagen, streamlining the organisation. Particularly in Sweden it proved the basis for utilising synergies and cooperating with the Group's other Business Areas, which are also located at the same address in Stockholm.

Moreover, the acquisition of Bio Fund Management OY was implemented in February 2008.

Financial development
DKKm 2008 2007
Net interest and fee income * 81 19
Market value and forex translation adjustments of securities and foreign currencies (2) (2)
Staff costs and administrative expenses (48) (16)
EBTDA 32 1
Amortisation and depreciation of intangible assets,
property, plant and equipment **
(5) (1)
Impairment losses on intangible assets (78) 0
Profi t (loss) before tax (52) 1
Total assets, including allocated goodwill, etc. 205 179
Total liabilities 30 15
Assets under management (AUM) (DKKbn) 16.4 20.1
Number of employees (average) 30 10
Recurring revenue/cost ratio *** 101% 66%
Profi t margin *** 39% 6%

* Income from the Group's asset management of property investments has been reclassifi ed from 'Other operating income' to 'Fee and commission income'. Comparative fi gures have been restated.

** The item comprises annual impairment losses of the Group's intangible assets of DKK 3m (DKK 1m) related to the acquisitions made in 2006 and 2007.

*** Amortisation and impairment of the Group's intangible assets are not included in the calculation of the recurring revenue/cost ratio or the profi t margin.

Net interest and

fee income of EBTDA of Customer agreements DKK 73m DKK 27m 220 thousand

Private Financial Services offers the Group's fi nancial products, including bank and asset management products, in cooperation with insurance companies and banks. In cooperation with the Group's Asset Management, Private Financial Services offers active and fl exible asset management with focus on absolute return. The asset management is undertaken by the Group's business area Asset Management. The products are distributed through telemarketing and a broad network of internal and external independent insurance brokers. Capinordic cooperates with Nordic Broker Association AB and others.

PRIVATE FINANCIAL SERVICES

  • Continued high net infl ow of customers >
  • Increased earnings >
  • Mergers implying a number of positive synergies >

Business activities and results

The level of activity has been increasing within the Private Financial Services business area, and net interest and fee income rose by 35 per cent as compared with 2007.

Operating profi t (EBTDA) also developed positively, doubling from 2007 to amount to DKK 27m (DKK 13m) for 2008. Profi t before tax was affected by amortisation of the Group's intangible assets of DKK 19m (DKK 13m). Profi t before tax for 2008 amounted to DKK 8m (loss of DKK 1m).

Infl ow of new customers and product development

The satisfactory and positive development is mainly attributable to the continued high net infl ow of customers to the business area. Capinordic noted a higher outfl ow of customers in 2008 than previously, especially among Swedish PPM customers. The outfl ow is mainly attributable to the negative fi nancial market development. To counter this outfl ow of customers, Capinordic has launched a series of new products since Q2 2008, and focused on optimising its customer handling and advisory service procedures and further increasing loyalty in the distribution network.

In 2008 Capinordic Bank was launched in Sweden. The bank also distributes its products through the business area Private Financial Services. In 2009, in cooperation with the Group's Banking, Private Financial Services will focus on developing and launching additional products to increase sales.

Business partners

Today Capinordic cooperates with more than 700 insurance brokers on distribution, and this cooperation was strengthened in 2008 through the improvement of services and loyalty programmes. Capinordic also acquired the insurance broker Factor in December 2008, which offers both life and non-life insurance policies with focus on business solutions. In addition, Capinordic initiated the launch of Nordic Broker Association AB, a service company for insurance brokers. There are currently 250 brokers attached to Nordic Broker Association.

In addition to insurance brokers, distribution is made through internal and external telemarketing consultants.

Mergers

In concordance with its strategic objectives, Private Financial Services has been working towards merging the original three legal entities. In 2008 the merger between Nordisk Fondservice AB and Unitfond AB was thus completed, and the merger between the continuing unit and Monetar Pensionsförvaltning AB is expected to be completed in Q1 2009.

When fully implemented, the mergers are expected to imply a number of positive synergies in the form of cost savings, increased effi ciency, improved customer service, and easier access to knowledge sharing and data sharing. The mergers are expected to positively impact the development in the recurring revenue/cost ratio.

There was no impairment of intangible assets related to the business area of Private Financial Services.

Financial development 2008 2007
Net interest and fee income 73 54
Market value and forex translation adjustments of securities and foreign currencies 0 0
Staff costs and administrative expenses (46) (42)
EBTDA 27 13
Amortisation and depreciation of intangible assets,
property, plant and equipment *
(19) (13)
Profi t (loss) before tax 8 (1)
Total assets, including allocated goodwill, etc. 495 617
Total liabilities 92 111
Number of employees (average) 99 67
Recurring revenue/cost ratio ** 130% 116%
Profi t margin ** 38% 23%

* The item comprises annual impairment losses of the Group's intangible assets of DKK 19m (DKK 13m) related to the acquisitions of Nordisk Fondservice AB and Monetar Pensionsförvältning AB.

** Amortisation and impairment of the Group's intangible assets are not included in the calculation of the recurring revenue/cost ratio or the profi t margin.

EMPLOYEES AND KNOWLEDGE RESOURCES

The average number of employees for the year in the entire Group was 223 (146) full time equivalents. There were 198 (70) employees at the beginning of 2008 and 251 (198) employees at year-end. The development in the number of employees since 2006 is shown below.

2008 2007 2006
Number of
employees, year-end 251 198 70

The development is attributable both to the acquisitions of the Capinordic Group and to organic growth. This development in staff thus expanded competencies extensively. The intensive growth strategy building on both acquisitions and organic growth therefore made internal communications, knowledge sharing and integration into important focus areas for the Capinordic Group.

To support the integration into the Group and to ensure the individual employee's focus on the return on equity, the Capinordic Group has implemented a number of incentive programmes in the form of bonus and share option programmes. Moreover, the Group also uses further education and attendance at international conferences on an ongoing basis as a tool to attract and retain well-qualifi ed employees.

At the end of 2008 and the beginning of 2009, Capinordic reviewed the Group's costs and adjusted costs in various areas, including staff and other administrative expenses.

ENVIRONMENT AND RESEARCH AND DEVELOPMENT ACTIVITIES

The activities of the Capinordic Group have no material environmental impacts, but the Group is conscious of costs and the environment, which is mainly refl ected in the Group's internal communications.

Capinordic has no research and development activities.

EXPECTATIONS

As a consequence of the still unstable capital markets and the macro-economic development, Capinordic expects 2009 to be a challenging year for the Group. The Group expects more volatile earnings than usual in the individual quarters, and the expectations for 2009 are fi xed within a fairly wide interval. Capinordic expects:

  • Net interest and fee income amounting to DKK 275- 350m. >
  • Profi t before tax (exclusive of market value and forex translation adjustments and loan impairment) at a level of DKK 0-75m. >

Due to the new markeds conditions the Groups fi ve-year objectives are currently being reassessed and will result in a new fi ve-year plan.

POST-PERIOD ACTIVITIES

In connection with defi ning a new Management team and establishing three Business Areas with respective managing directors, the Management of Capinordic has implemented a share option programme. The programme comprises 2,785,000 share options. On exercise of the options, the shares will be acquired at a strike price of DKK 2.50 per share, which was the weighted average over ten trading days of the price quoted for shares in Capinordic A/S up to and including 16 February 2009. When using the Black-Scholes formula, the market value of the programme can be calculated at DKK 3.1m based on an interest rate of 2.35 per cent and a volatility of the Capinordic share of 80.91. The grant price, which corresponds to the strike price, is DKK 2.50.

The share option programme is granted as an incentive to the newly recruited members of the Management team and to a limited extent to current employees. The share option programme will be granted as follows:

  • Executive employees: 2,600,000 share options >
  • Other employees: 185,000 share options >

No share options will be granted to members of the Supervisory Board or the Executive Board of Capinordic A/S. The Company considers it very essential that the share option programme supports the retention, commitment and motivation of senior employees. To a limited extent, some of the options will also be granted to selected employees as a bonus. The share options vest two years after the date of grant, provided that the relevant employee is still employed with the Company at the date of vesting. The share options may be exercised for a period of 24 months from the date of vesting in four trading windows of four weeks, corresponding to insider trading windows.

As a consequence of the above, the Company maintains the full authority granted in Article 9 of the Company's Articles of Association to implement one or more share option programmes implying the issue of up to 3.5 million shares. The policy related to future share option programmes comprises the grant of up to 1.2 million shares per year.

SHAREHOLDERS

Capinordic endeavours to conduct an active IR policy with a high level of information and good investor care. For more information on the IR policy of Capinordic A/S, please see our website www.capinordic.com.

the Management is currently revising ways to increase liquidity in the share. The chart below shows the development in the share price relative to the various indexes:

Queries regarding the Capinordic Group may also be addressed to:

Brian Steffensen, Group CFO Tel.: +45 8816 3000 Fax: +45 8816 3003 E-mail: [email protected]

Share price development

The stock markets were characterised by great instability and high volatility in 2008. Capinordic experienced a drop in the price of its share of 86%. By comparison, the Financials Index fell by 64% and DJ Euro Banks by 64%. The share price of Capinordic has been affected by low liquidity and

SHARE INFORMATION (DKK)

Market value, 31 Dec. 2008 354,292,974
Total number of shares 118,890,260
Shares outstanding, 31 Dec. 2008 115,225,375
Shares outstanding, 31 Dec. 2007 117,042,802
Share price, 31 Dec. 2008 2.98
Share price, 31 Dec. 2007 21.30
Year's high (3 Jan. 2008) 22.20
Year's low (5 Dec. 2008) 2.50
All time high (16 May 2000) 75.00
Listed on NASDAQ OMX Copenhagen

Indexes: OMX Copenhagen MidCap+, OMX Copenhagen Financials ISIN code: DK0010212570 Short name: CAPI DKK

The total share capital of the Company nominally amounts to DKK 59,445,130, corresponding to 118,890,260 shares of a nominal value of DKK 0.50 each. The major shareholders and their holdings are listed below. The Executive and Supervisory Boards of Capinordic practise a very active ownership, and several members also own large holdings.

The Management of Capinordic A/S estimates that the Company's capital structure and share structure are appropriate and in the interest of the Company and its shareholders.

Shareholder Number of shares Ownership interests
Ncom A/S * 11,881,700 9.99 %
Verlinvest S.A. ** 11,881,700 9.99 %
SL Nordic Holding ApS *** 8,728,366 7.34 %
Synerco ApS *** 7,737,598 6.51 %
DKA Consult A/S m.fl. **** 6,611,787 5.56 %
Others * 72,049,109 60.61 %
Total 118,890,260 100.00 %

* The company is owned by the family of Ole Vagner, member of the Supervisory Board.

** Frédéric de Mevius, member of the Supervisory Board, is the Managing Director of Verlinvest S.A.

*** In accordance with published company announcements.

**** The company is owned by Lasse Lindblad, CEO. "A.o." comprises DKA Invest A/S, which is part of the DKA Group. The DKA Group is owned by Lasse Lindblad, CEO.

***** Shareholders owning less than 5 per cent of the share capital of the Company.

Dividends

It is the objective of Capinordic A/S to provide shareholders with a return on their investment in the form of a share price increase and dividends that exceed a risk-free investment in bonds. Payment of dividends must be made with due consideration of the requisite consolidation of equity as a basis for the continued expansion of the Group at all times.

Policy regarding treasury shares

Capinordic A/S holds treasury shares for market making reasons. As at 31 December 2008, the Group's portfolio of treasury shares comprised 3.7 million shares. Capinordic A/S has prepared internal policies regarding market making and trading in treasury shares.

Incentive programmes

Since 2005, Capinordic has implemented several share option programmes to support the employees' incentive to realise the objectives of the Group. The table shows share options granted and their exercise period:

Year Options granted Exercise period Strike price
2005 492,500 24 Oct. 2008 – 23 Oct. 2010 11.80
2006 1,333,334 27 Oct. 2009 – 27 Oct. 2011 36.09
2007 2,960,000 20 Nov. 2010 – 20 Nov. 2013 22.14
2008 No programmes
2009 2,785,000 17 Feb. 2011 – 17 Feb. 2013 2.50

Please refer to the section 'Shares and options held by Management' for a specifi cation of share options held by Management. For further information on the incentive programmes, please see note 10.

Annual General Meeting 2009

The Annual General Meeting will be held at 12.30 p.m. on 21 April 2009 at the Copenhagen Admiral Hotel, Toldbodgade 24-28, 1253 Copenhagen K, Denmark.

The agenda with complete proposals and annexes will be available at www.capinordic.com not later than eight days before the Annual General Meeting.

CORPORATE GOVERNANCE

The Management of Capinordic A/S applies the recommendations for corporate governance actively in its work of operating the Company.

Capinordic A/S fi nds corporate governance to be an important element in achieving the Group's strategy and objectives. Similarly, good communications with stakeholders in the Group are a prerequisite for making the valuation of the Capinordic share refl ect the value of the Company.

The NASDAQ OMX Copenhagen stock exchange has prepared a set of recommendations for corporate governance on the basis of the Nørby Committee's report on corporate governance. The recommendations are divided into eight main fi elds. These eight main fi elds are reviewed below according to the 'comply-or-explain' principle so that Capinordic A/S describes the elements where the Company is non-compliant. Please see the Company's website,

www.capinordic.com, for further information on corporate governance in Capinordic A/S.

The corporate governance recommendations were updated on 10 December 2008 with adjustments to para. 3 of section III and para. 1 of section V. The updated recommendations are to be incorporated into annual reports for fi nancial years commencing on or after 1 April 2008. Accordingly, the present review of the 'comply-or-explain' principle in respect of Capinordic A/S does not take into account the adjustments of 10 December 2008.

I. Shareholders' role and interaction with company management

Capinordic A/S complies with the recommendations related to the role of the shareholders and their interaction with the Management of the Company.

II. Role of stakeholders and their importance to the company

Capinordic A/S complies with the recommendations related to the role of the stakeholders and their importance to the Company.

III. Openness and transparency

Capinordic A/S complies with the recommendations related to openness and transparency.

Publication in Danish and English: Capinordic A/S publishes announcements to the market in Danish and English.

The Company's website is available in both Danish and English. Where possible and relevant, the website contents on the Danish and English pages are identical. Capinordic thus does not fully comply with the recommendation.

IV. Tasks and responsibilities of the Supervisory Board

Capinordic A/S complies with the recommendations on the tasks and responsibilities of the Supervisory Board. These matters are provided for by the rules of procedure of the Supervisory Board, as is the self-assessment of the Supervisory Board.

V. Composition of the Supervisory Board

According to the Company's Articles of Association, the Supervisory Board of Capinordic A/S may have up to seven members. Capinordic has fi xed an age limit of 70 for Supervisory Board members. The Supervisory Board has set out the following knowledge areas as important qualifi cations for its members:

  • Operation of a fi nancial enterprise >
  • Financing and fi nancial products >
  • Law, particularly stock exchange law and the Financial Business Act >
  • IT >
  • Audit and accounting >
  • Operation of a listed company >

All Supervisory Board members of Capinordic A/S are deemed to be independent, see below. To be considered independent in this context, a member of the Supervisory Board elected by the General Meeting may not:

  • Be an employee of the Company or have been employed by the Company within the past fi ve years >
  • Be a professional consultant to the Company or be employed by, or have a fi nancial interest in, a company which is a professional consultant to the Company. >
  • Have some other essential strategic interest in the Company other than that of a shareholder. >

Capinordic A/S has no staff-elected members on the Supervisory Board of the Company. Section 49(2) to (8) of the Danish Public Companies Act lays down the rules on staffelected members of the supervisory board.

The scope and frequency of meetings of the Supervisory Board are laid down in its rules of procedure. The Supervisory Board has at least four meetings per year.

Capinordic does not comply with the recommendation related to time for board work and the number of directorships of supervisory board members, as the Supervisory Board estimates that the scope of work related to the members' positions is more decisive as to whether they can discharge their board duties in Capinordic A/S than the number of their positions.

Capinordic complies with the recommendation on the use of Supervisory Board committees, and matters relevant to Supervisory Board committees are provided for by the rules of procedure of the Supervisory Board. Capinordic A/S currently has no standing committees.

Concerning the recommendation on evaluation, the matter is provided for by the rules of procedure of the Supervisory Board. The Supervisory Board seeks to optimise its work on an ongoing basis, and the Chairman and the Executive Board have a continuous dialogue about the collaboration and the work performed. The Supervisory Board has not found it necessary to formalise the dialogue according to the recommended suggestion. Accordingly no reports on this matter are presented to the entire Supervisory Board.

VI. Remuneration of members of the supervisory board and the executive board

Capinordic A/S has adopted a remuneration policy in accordance with the recommendation on such policies. The remuneration policy of the Company is not published for competition reasons.

Capinordic A/S does not comply with the recommendation on openness about remuneration of Management. The total remuneration of the Supervisory Board and of the Executive Board will be stated in the Annual Report of the Company as usual. Supervisory and Executive Board members' share of incentive programmes appears from Articles 9b-9d of the Articles of Association and from the Annual Report of the Company. The Supervisory Board fi nds that details on the remuneration of the individual Management members are not relevant to the public.

Capinordic A/S does not comply with the general guidelines for incentive programmes in full.

At the Annual General Meeting of the Company on 17 April 2008, the general guidelines for incentive pay were approved by the shareholders of the Company. The rules are available at www.capinordic.com.

Capinordic does not comply with the recommendation on termination benefi ts. Termination benefi t plans for members of the Company's Executive Board are not assessed as material to the Company's compliance with its obligations.

VII. Risk management

Capinordic A/S complies with the recommendations related to risk management. These matters are provided for by the rules of procedure of the Supervisory Board.

VIII. Audit

Capinordic A/S complies with the recommendations related to audit. These matters are provided for by the rules of procedure of the Supervisory Board. Capinordic A/S currently has no standing Supervisory Board committees.

RISK MANAGEMENT

The Capinordic Group divides its risk management into the following risk categories:

  • Strategic risks >
  • Credit risk >
  • Market risk >
  • Liquidity risk >
  • Operational risk >

Risks are allocated by the type of the relevant risk and by the method applied by the Group to manage the risk.

Strategic risks

Acquisition risk

The Capinordic Group is dependent on the acquisitions completed developing in accordance with Management expectations so that the expected synergies are achieved and the acquired companies and their staff are integrated into the rest of the Group as planned.

Organisational risk

The Capinordic Group is dependent on its ability to recruit and retain competent employees, and therefore inability to recruit and retain competent employees may be of consequence to the future development potential of the Company.

Reputation of the Company

The reputation of the Company may be affected by lawsuits, unsuccessful marketing, published analyses that prove later not to have been accurate, and other events. An impact on the reputation of the Company may affect the Company's future development potential, sales and cooperation agreements, strategic alliances and attractive acquisitions.

Marketing risk

The marketing and launch of products may be unsuccessful

or poorly timed and may thus affect the Group's sales and its collaboration with its distribution network, which may lead to reduced sales likely to lower the Group's activity level and earnings.

Political reforms

Particularly in these years when the pension and savings markets in Europe are continuously scrutinised and subject to political reforms, the Group's present and future product portfolios risk not being designed to accommodate potential reforms.

Economic fl uctuations

Macro-economic fl uctuations may affect the demand in general among consumers and may, in particular, affect the demand for savings and investment products.

The Group is exposed to various types of fi nancial risks. The purpose of the Group's policies for risk management is to minimise the potential losses resulting from unpredictable developments in the fi nancial markets, etc.

The Group is continuously developing its tools for identifi cation and management of the risks affecting it every day. The Supervisory Board lays down the overall framework and principles of risk and capital management and receives regular reports on the risk development and utilisation of the risk limits allocated.

Credit risk

The most important fi nancial risk factor of the Group is the credit risk, the risk exposure being mainly related to Capinordic Bank A/S. The credit policy is therefore designed to ensure that transactions with customers and other credit institutions are always within the limits adopted.

The credit policy is an integral part of the overall policy of the Group. The purpose of the credit policy is to ensure that

the Group appears as a unifi ed enterprise with an unambiguous image.

The Group only wants to enter into exposures involving no risk of loss or a risk calculated as being low with customers assessed as reliable and as being specifi cally able and willing to perform agreements made. This means that loans and advances, earnings and risk should always be delicately balanced, including by assessing the risk of loss related to the individual customer.

The natural market segment comprises affl uent private customers, corporate customers and institutional customers.

The credit policy of the Group is based on insight into the customer's fi nancial and commercial situation. This is to assess the aggregate risk exposure related to the individual customer on an ongoing basis. It is the general policy of the Group that credit facilities should be secured by suitable collateral and that the individual customers' facilities should be in line with their creditworthiness, capital and funds. The maximum term of the credit facilities is normally 24 months. An exemption is facilities (investment credits) granted for securities trading purposes.

The credit facilities granted by the Group are subject to ongoing monitoring by the account manager and the Credit Department.

At least once a year, all loans and advances are reviewed in order to examine fi nancial statements and funds. Loans and advances are also automatically reviewed if the maximum credit line is increased or the credit terms are renegotiated.

The responsibility for granting credit facilities to different groups of customers of the Group has been delegated to the relevant levels of the organisation. Major commitments are submitted by the Credit Department to the Executive Board or the Supervisory Board for approval.

Receivables from credit institutions and central banks are

placed in accordance with the Group's internal guidelines, which are based on an individual assessment of the creditworthiness of the individual banks. The internal guidelines are intended to minimise the credit risk and ensure a satisfactory return on excess liquidity.

See note 42 for a breakdown of the credit risk relating to Group loans and advances.

Credit score model

In connection with implementation of the capital adequacy rules by Capinordic, the Group has developed a credit score model rating all of the Group's loan customers, private, corporate as well as institutional customers, into eight grades. The credit rating is made on the basis of a number of variables spanning from the customers' fi nancial situation to external assessments and conduct.

The rating of the individual customers ensures that the Group has a general view at all times of the relative quality of the total loan portfolio, and the rating is therefore a central element of the general monitoring of the credit risk of the loan portfolio. Continuous monitoring ensures that the individual rating refl ects the customer's fi nancial situation at all times.

The credit score model is subject to regular assessment to ensure optimum validity. In that connection the model is expected to be made even more forward-looking during 2009.

Weak exposures and impairment

Credit facilities granted by the Group are subject to continuous monitoring. This is to ensure that the assumptions at the time of grant are satisfi ed at all times. It is important to monitor the customer's continued ability and willingness to perform his or her obligations and to ensure that any weaknesses in relation to the customer are identifi ed as quickly as possible.

If any credit weaknesses relating to a customer exposure are identifi ed, such exposure is given extra attention. If the continuous monitoring of the customers identifi es objective indications for impairment of an exposure, the Group assesses the amount of any impairment loss on the basis of a model prepared for this purpose.

Market risk

The market risk is the risk of loss to the market value of portfolios and fi nancial instruments or a negative development in earnings or equity as a result of fl uctuations in the fi nancial markets. The market risk exposure of the Group is mainly related to interest rates, exchange rates and share prices.

The Group has designed a model that will ensure correct reporting and measure and assess the market risk of the Group in an adequate and well documented manner.

The model is based on historical data retrieved from the Group's systems. The historical data available to the Group have been used for estimation of the model. The Group has opted to use the market values of the individual positions for the models because the Group's assets comprise a relatively limited number of assets. The method implies a more specifi c calculation. Currency positions are modelled on the basis of the net position in each currency. The most central element of the model is the estimation of the variance-covariance matrix. Equilibrium average is used for the calculation of volatility and correlations as the best way of representing fl uctuations in the current market situation.

The market risks of the Group are also governed through limits covering the level of risk that the Group is willing to assume. The purpose of the fi nancial risk management is to balance the aggregate fi nancial risk related to assets and liabilities.

Liquidity risk

  • Liquidity management >
  • Cash resource requirement >

The Group manages its cash resource requirement by maintaining adequate cash facilities, highly liquid securities, adequate credit facilities and the ability to close market positions. The cash resource requirement is determined on the basis of an objective of ensuring adequate and stable cash resources. The Group endeavours to maintain excess coverage relative to the requirements of the Financial Business Act.

Reference is made to the excess cover ratio and the loans/ deposits ratio.

Operational risk

The Group has implemented certain models and methods as an element of the applicable capital adequacy requirements. According to Group policy, the operational risks must always be limited with due consideration of the pertaining costs.

Written work procedures have been prepared to minimise the dependency on individuals. Emergency IT plans are to limit losses in case of failure or lack of IT facilities or other similar crises.

Capital management

Objective

The capital management of the Capinordic Group is to ensure effi cient use of the capital relative to the capital requirements of the Group and facilitate the realisation of the Group's growth strategy.

Capital targets of the subsidiaries of the Group are determined in consideration of the growth targets of the various entities and of observation of the capital adequacy requirements.

Capital requirements and capital adequacy requirements The signifi cant subsidiaries of the Group are individually subject to the capital adequacy requirements in Denmark and Sweden, respectively.

The capital management of the Group focuses mainly on the size of the core capital ratio and the capital adequacy ratio. The Group's capital base and capital adequacy ratio have developed as specifi ed in the table.

DKKm 2008 2007 2006
Capital base 838 1.015 857
Capital ade
quacy ratio
46% 48% 114%

Through all of 2008, the Group and the subsidiaries individually fully observed external capital requirements, and the capital base of the Group was constantly well over the statutory capital adequacy ratio of 8 per cent.

MANAGEMENT STATEMENT AND AUDITORS' REPORT

MANAGEMENT STATEMENT

The Supervisory and Executive Boards have today reviewed and approved the 2008 Annual Report of Capinordic A/S, which comprises the Management's review, Management statement, accounting policies, income statement, balance sheet, statement of changes in equity, cash fl ow statement and notes for the Group and the Parent Company.

The Annual Report has been prepared in accordance with the International Financial Reporting Standards as approved by the European Union and additional Danish disclosure requirements for annual reports of listed fi nancial companies.

In our opinion, the accounting policies applied are appropriate and the Financial Statements give a true and fair view of the Group's and the Parent Company's assets, liabilities, equity and fi nancial position at 31 December 2008 and of the results of the Group's and the Parent Company's activities and cash fl ows for the fi nancial year ended 31 December 2008. We also fi nd that the Management's review gives a fair presentation of developments in the operations and fi nancial situation of the Group and the Parent Company as well as a description of the major risk factors and elements of uncertainty that may affect the Group and the Parent Company.

The Annual Report is recommended for approval by the Annual General Meeting.

Copenhagen, 23 March 2009

____________________________

Executive Board:

Lasse Lindblad CEO

Supervisory Board:

Claus Ørskov Chairman of the Supervisory Board

____________________________

____________________________

____________________________

____________________________

Lars Öijer Deputy Chairman

Frédéric de Mevius

Ole Vagner

INDEPENDENT AUDITORS' REPORT

To the shareholders of Capinordic A/S

We have audited the Annual Report of Capinordic A/S for the fi nancial year ended 31 December 2008, pages 1-99, comprising the Management's review, Management statement, accounting policies, income statement, balance sheet, statement of changes in equity, cash fl ow statement and notes for the Group and the Parent Company.

The Annual Report has been prepared in accordance with the International Financial Reporting Standards as approved by the European Union and additional Danish disclosure requirements for annual reports of listed fi nancial companies.

Management's responsibility for the Annual Report

Management is responsible for the preparation and fair presentation of an annual report in accordance with the International Financial Reporting Standards as approved by the European Union and additional Danish disclosure requirements of annual reports for listed fi nancial companies. This responsibility includes designing, implementing and maintaining internal control relevant to the preparation and fair presentation of an annual report that is free of material misstatement, whether due to fraud or error, selecting and applying appropriate accounting policies, and making accounting estimates that are reasonable in the circumstances.

Auditors' responsibility and basis of opinion

Our responsibility is to express an opinion on the Annual Report based on our audit. We conducted our audit in accordance with Danish Standards on Auditing. Those standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance whether the Annual Report is free of material misstatement.

An audit involves performing procedures to obtain audit evidence of the amounts and disclosures in the annual report. The procedures selected depend on the auditors' judgment, including the assessment of the risks of material misstatement of the annual report, whether due to fraud or error. In making those risk assessments, the auditors consider internal control relevant to the preparation and fair presentation of an annual report in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Company's internal control. An audit also includes evaluating the appropriateness of the accounting policies applied by Management and the reasonableness of the accounting estimates made by Management as well as evaluating the overall presentation of the annual report.

We believe that the audit evidence we have obtained is suffi cient and appropriate to provide a basis for our opinion.

Our audit has not given rise to any qualifi cations.

Opinion

In our opinion, the Annual Report gives a true and fair view of the Group's and the Parent Company's assets, liabilities, equity and fi nancial position at 31 December 2008 and of the results of the Group's and the Parent Company's activities and cash fl ows for the fi nancial year ended 31 December 2008 in accordance with the International Financial Reporting Standards as approved by the European Union and additional Danish disclosure requirements for annual reports of listed fi nancial companies.

Hellerup, 23 March 2009 PricewaterhouseCoopers Statsautoriseret Revisionsaktieselskab

____________________________

____________________________

Mikael Sørensen statsautoriseret revisor

Vibeke Bak Solok statsautoriseret revisor

ACCOUNTING POLICIES

ACCOUNTING POLICIES

Reporting basis

The consolidated 2008 Annual Report of Capinordic A/S has been prepared in accordance with the International Financial Reporting Standards (IFRS) as approved by the European Union and additional Danish disclosure requirements for annual reports of listed fi nancial companies, see the disclosure requirements of NASDAQ OMX Copenhagen for annual reports of listed companies and the IFRS Executive Order issued pursuant to the Danish Financial Business Act.

The consolidated Annual Report also meets the requirements of the International Financial Reporting Standards issued by the IASB.

The consolidated Annual Report is presented according to the historical cost principle modifi ed by measurement of certain fi nancial instruments at fair value.

The presentation currency of the Annual Report is Danish kroner (DKK).

Key fi gures and ratios for 2004 have not been adapted to the revised accounting policies following from the transition to IFRS in 2005 and thus correspond to those of the 2004 Annual Report. The above also applies to the Parent Company.

The Group has opted for early adoption of IFRS 8 on segment information. According to the standard, segmentation and segment reporting must be based on the management approach.

The Group has chosen to change its presentation of segments so that they are presented by business segments in future as against geographical segments previously.

This change does not affect the Group's accounting policies for recognition and measurement of assets and liabilities.

New and amended standards approved by the European Union as at 31 December 2008

The following new and amended standards became effective in 2008:

Amendments to IAS 39, relaxation of the provisions for when a fi nancial instrument may be reclassifi ed from one category (trading portfolio, available for sale, etc.) to another after initial recognition. >

Moreover, the following interpretation aids, applicable as from 2008, have been issued:

  • IFRIC 11 concerning share-based payment involving two or more entities within the same group of entities. >
  • IFRIC 14 addressing the restrictions applicable under IAS 19 to recognition of net assets of defi ned benefi t pension plans >

The following standard, which becomes effective for 2009, has been applied as from 2008:

IFRS 8 on segment information. According to the standard, segmentation and segment reporting must be based on the management approach. >

The following new standards become effective for 2009 or later:

  • Amendments to IAS 1 on presentation of the annual report, including a requirement for presentation of comprehensive income statement >
  • Amendments to IAS 23 on the capitalisation of borrowing costs according to which borrowing costs must be included in the cost of self-produced assets, the production of which takes a long time. >
  • Amendments to IAS 34 on interim fi nancial reporting. The amendments concern segment information in the >

interim fi nancial report.

Amendments to IFRS 2 on share-based payment concerning the distinction between vesting conditions and restrictions and accounting treatment of cancellations. >

The following interpretation aids, effective as from 2009, have also been issued:

IFRIC 13 concerning accounting treatment of customer loyalty programmes. >

The above standards and interpretation aids are expected not to infl uence the recognition and measurement of any items of the fi nancial statements, but only to infl uence the presentation of the Annual Report.

Consolidated fi nancial statements

The consolidated fi nancial statements comprise the Parent Company, Capinordic A/S, and Group enterprises over which Capinordic A/S exercises control, that is, has a controlling infl uence on the fi nancial and operational policies of the enterprise in order to obtain a return or other advantages from its activities. Controlling infl uence is obtained by owning or controlling more than 50 per cent of the voting rights, whether directly or indirectly, or by otherwise controlling the enterprise in question. Enterprises in which the Group exercises signifi cant, but not controlling infl uence, and which are not classifi ed as portfolio investments on initial recognition, are considered associates. Signifi cant infl uence is typically obtained by owning or controlling more than 20 per cent but less than 50 per cent of the voting rights, whether directly or indirectly. When assessing whether Capinordic A/S has controlling or signifi cant infl uence, potential voting rights exercisable on the balance-sheet date are taken into account.

The consolidated fi nancial statements have been prepared by consolidating the fi nancial statements of the Parent Company and the individual Group enterprises calculated according to the Group's accounting policies with elimination of intra-Group income and costs, shareholdings, internal balances and dividends as well as realised and unrealised gains from transactions between the consolidated enterprises.

Investments in Group enterprises are eliminated at the proportionate share of the subsidiary's fair value of identifi able net assets and recognised contingent liabilities at the acquisition date.

Investments in associates are recognised according to the equity method. Unrealised gains on associates are eliminated in proportion to the Group's ownership interest in the enterprise. Unrealised losses are eliminated in the same way as unrealised gains if no impairment has occurred. The carrying amount of equity investments includes goodwill identifi ed at the date of acquisition.

Business combinations

Newly acquired and newly formed enterprises are recognised in the consolidated fi nancial statements as from the acquisition date. Enterprises divested or wound up are recognised in the consolidated income statement until the date of disposal. Comparative fi gures are not adjusted for newly acquired enterprises. Discontinued operations are shown separately, see also below.

On acquisition of new enterprises over which the Parent Company obtains a controlling infl uence, the purchase method is applied. Identifi able assets, liabilities and contingent liabilities of the enterprises acquired are measured at their fair value at the acquisition date. Identifi able intangible assets are recognised if they are separable or arise from a contractual right and their fair value may be measured on a reliable basis. Deferred tax on the re-assessments made is recognised.

As regards business combinations made on or after 1 January 2004, positive differences (goodwill) between the cost of the enterprise and the fair value of identifi able assets, liabilities and contingent liabilities acquired are recognised as

goodwill under intangible assets. Goodwill is not amortised, but tested for impairment annually and if there is indication of impairment. The fi rst impairment test must be carried out before the end of the year of acquisition. On acquisition, goodwill is attributed to the cash-generating units on which the impairment tests are subsequently based. Goodwill and fair value adjustments in connection with the acquisition of a foreign entity whose functional currency differs from the presentation currency of the Capinordic Group are treated under assets and liabilities belonging to the foreign entity and are translated into the functional currency of the foreign entity using the exchange rate ruling at the date of acquisition. Negative differences (negative goodwill) are charged to the income statement at the acquisition date.

As regards business combinations made before 1 January 2004, the classifi cation in the fi nancial statements has been made according to the previous accounting policies. Goodwill is recognised at the cost of acquisition recognised in accordance with the previous accounting policies (Danish Financial Statements Act and Danish accounting standards) less amortisation and write-downs until 31 December 2003. Goodwill is not amortised after 1 January 2004. The accounting treatment of business combinations before 1 January 2004 has not been revised in connection with the opening balance sheet at 1 January 2004. Goodwill recognised in the opening balance sheet was tested for impairment at 1 January 2004.

If, at the date of acquisition, the measurement of the identifi able assets, liabilities and contingent liabilities acquired is subject to uncertainty, the initial recognition is made on the basis of a provisional calculation of fair value. If it subsequently turns out that the identifi able assets, liabilities and contingent liabilities had a different fair value at the acquisition date than fi rst assumed, goodwill may be adjusted for up to 12 months following the acquisition date. The effect of the adjustments is recognised in equity at the beginning of the fi nancial year, and comparative fi gures are restated. Subsequently, goodwill is only adjusted due to changes in the estimated contingent purchase consideration unless a material error has occurred. Subsequent realisation of the deferred tax assets of the acquired enterprise not recognised at the date of acquisition entails recognition of the tax advantage in the income statement and simultaneous reduction of the carrying amount of goodwill to the amount that would have been recognised had the deferred tax asset been recognised as an identifi able asset at the date of acquisition.

Gains or losses on disposal or winding up of Group enterprises and associates are stated as the difference between the selling price/winding-up consideration and the carrying amount of the net assets, including goodwill, at the date of sale, including divestment or winding-up costs.

Leases

Leases under which the Company assumes all material risks and benefi ts related to ownership (fi nance leases) are recognised in the balance sheet at the lower of the fair value of the asset and the present value of the lease payments calculated by applying the interest rate implicit in the lease or an approximate value thereof as the discount rate. Assets under fi nance leases are amortised, depreciated or written down for impairment losses according to the policy laid down for the Company's other fi xed assets.

The residual lease obligation is capitalised and recognised as a payable in the balance sheet, and the interest element of the lease payments is charged to the income statement on a continuous basis. All other leases are considered operating leases. Lease payments under operating leases are recognised in the income statement over the lease term on a straight-line basis.

Foreign currency translation

A functional currency is determined for each reporting enterprise of the Group. The functional currency is the currency used in the primary fi nancial environment in which the individual reporting enterprise operates. Transactions denominated in currencies other than the functional cur-

rency are considered foreign currency transactions.

On initial recognition, foreign currency transactions are translated into the functional currency at the exchange rate ruling at the transaction date. Exchange differences between the exchange rates at the transaction date and the date of payment are recognised in the income statement under 'Market value and forex translation adjustments'.

Receivables, payables and other monetary items denominated in a foreign currency are translated into the functional currency at the exchange rate ruling at the balance-sheet date. The difference between the exchange rates at the balance-sheet date and the date on which the receivable or payable was recorded or the exchange rate was used in the latest annual report is recognised in the income statement as 'Market value and forex translation adjustments'.

When enterprises with a functional currency other than Danish kroner are initially recognised in the consolidated fi nancial statements, their income statements are translated at the exchange rates ruling on the transaction date, and the balance-sheet items are translated at the exchange rates ruling on the balance-sheet date. An average exchange rate for the individual months is used as the transaction-date exchange rate unless this exchange rate signifi cantly deviates from the exchange rates ruling at the relevant transaction dates. Exchange differences arising on translation of the equity of such enterprises at the beginning of the year at the exchange rates ruling at the balance-sheet date and on translation of the income statements from the exchange rates ruling at the transaction dates to the exchange rates ruling at the balance-sheet date are recognised directly in equity as a separate foreign currency translation reserve.

Calculation of fair value by measurement and relevant information

The fair value of fi nancial assets traded in an active market is calculated on the basis of the most recently quoted bid price. As regards other fi nancial assets and liabilities, the fair value is calculated using generally recognised valuation techniques. Such techniques include discounting models based, if possible, on observable market data, such as yield graphs, and observable prices of comparable instruments for which market prices are available, and other valuation models.

Income statement

Net interest income

Interest income and interest expenses are recognised in the income statement for the relevant period, calculated according to the effective interest-rate method. Commissions and fees constituting an integral part of the effective interest rate of a loan are recognised as part of amortised cost and thus as an integral part of the return on the relevant fi nancial instrument (loan) under interest income.

Fee and commission income and expenses

Fee and commission income and expenses is divided between activity-derived fees and portfolio-derived fees. Income relating to services provided over a period, such as guarantee commissions and fees for asset management, are accrued over the period. Fees for completing any particular transaction, such as trading commission or fees for raising of capital, are recognised in the income statement when the transaction has been completed.

Share dividends

Share dividends are recognised in the income statement when the dividends are declared.

Other operating income

The item includes income from activities not attributable to the primary activities of the Company.

Staff costs and administrative expenses

Staff costs comprise wages and salaries, social security costs and pensions, etc., for staff.

The costs of services and benefi ts for employees are recognised as the employees perform the work services entitling them to such services and benefi ts.

The costs of incentive programmes are recognised in the income statement in the fi nancial year to which the cost is attributable. Share-based payments are charged at the fair value calculated at the date of grant and are offset in equity.

Pension plans

Defi ned contribution pension plans have been entered into with most of the employees. Under the defi ned contribution pension plans, fi xed contributions are paid into an independent pension fund. The Company has no obligation to pay further contributions.

Share-based payments/incentive programmes

In respect of share-based payments, the consideration for the incentive programme corresponds to the value of the services received. That value is measured on the basis of the fair value of the options granted and is recognised as staff costs. The fair value is measured at the date of grant by means of an option model and is recognised in the income statement over the vesting period according to the straightline method. The vesting period has been fi xed at three years. The off-setting item to staff costs is the free reserves of equity. The calculation of the fair value takes into account the special vesting conditions.

Other operating expenses

This item includes expenses from activities not attributable to the primary activities of the Company.

Corporation tax and deferred tax

Capinordic A/S is jointly taxed with all Danish subsidiaries under controlling infl uence. Current Danish corporation tax is disaggregated among the jointly taxed enterprises in proportion to their taxable incomes. Enterprises applying tax losses in other enterprises pay joint taxation contributions to the Parent Company corresponding to the tax base of the losses applied, while enterprises whose tax losses are applied by other enterprises receive joint taxation contributions from the Parent Company corresponding to the tax base of the losses applied (full allocation). The jointly taxed enterprises are included in the tax prepayment arrangement.

Tax for the year comprises current tax and changes in deferred tax. The share attributable to the net profi t for the year is recognised in the income statement, and the share attributable to direct equity entries is recognised directly in equity.

If the Capinordic Group is able to claim tax allowances when reporting its taxable income in Denmark or abroad due to share-based payment schemes, the tax effect of such schemes is recognised in tax on net profi t for the year. If the total tax allowance exceeds the total accounting cost, the tax effect of the excess tax allowance is, however, recognised directly in equity.

Balance sheet

Financial assets

On initial recognition, fi nancial assets are attributed to one of the following categories:

  • Trading portfolio: Financial assets held for sale within a short time frame, including derivative fi nancial instruments with a positive fair value. The category comprises listed securities. >
  • Portfolio investments: Targeted investments in equity instruments through limited ownership and with a limited investment horizon. >
  • Loans, advances and receivables: Non-listed receivables subject to fi xed or determinable payments. The category comprises: Loans and advances, receivables from credit institutions and central banks and other receivables. >
  • Financial assets available for sale: Financial instruments not attributable to any one of the other categories. The category comprises listed securities. >

On initial recognition, fi nancial assets are measured at fair value, which normally corresponds to the consideration paid. Transaction costs are added to fi nancial assets not subsequently measured at fair value over the income statement.

Ordinary purchases and sales of fi nancial instruments are recognised or cease to be recognised at the trade date.

Trading portfolio

Shares and bonds, etc., included in the trading portfolio are measured at fair value with value adjustments recognised in the income statement under 'Market value and forex translation adjustments'.

Portfolio investments

Investments in portfolio enterprises are measured at fair value with value adjustments recognised in the income statement under 'Market value and forex translation adjustments' since these are managed on a fair value basis.

Financial assets available for sale

Shares and bonds, etc., classifi ed as 'available for sale' are measured at fair value with value adjustments recognised in equity under 'Reserve for fair value adjustment of fi nancial instruments'. On sale or impairment, the reserve is retransferred to the income statement.

Receivables from credit institutions and central banks Receivables from credit institutions and central banks com-

prising receivables from other credit institutions and time deposits with central banks are measured at amortised cost.

Loans and advances

This item consists of loans and advances where the amount has been disbursed directly to the borrower.

Loans and advances are measured at amortised cost, which usually corresponds to the nominal value less loan fees, etc., and less impairment losses.

Individual write-downs are made when impairment is objectively indicated. The amount written down is the difference between the carrying amount before the impairment and the present value of the future expected payments on the loan.

There is an objective indication of impairment when events occurring in the period from the establishment of the loan or advance to the balance-sheet date indicate a risk of deterioration in future expected cash fl ows from the group, such as non-payment of services.

Where no indication of impairment exists, loans and advances are included in the group-based assessment of the need for impairment of groups of loans and advances with uniform credit characteristics. In the models applied by the Group, downgrading of customers indicates impairment. Loans and advances are divided into groups according to their current rating.

Group-based impairments are calculated by use of parameters applied for the computation of the solvency requirement adjusted for accounting purposes, which implies calculation of the group-based impairment as discounted expected loss series.

A gross approach is applied to identify any need for impairment. This approach refl ects the sum of deterioration of the individual borrowers within the rating classes without taking into consideration that other borrowers may have improved their rating during the period.

If the Group is aware of any deterioration or improvement as at the balance-sheet date which is not yet fully accounted for by the models, the impairment loss will be adjusted accordingly.

Impairment of loans and advances is carried on a corrective account included under loans and advances. Changes to the corrective account are recognised in the income statement

under 'Losses on loans and advances'. In case of subsequent events showing that the impairment was not permanent, the impairment loss will be reversed under 'Losses on loans and advances'.

Loans and advances deemed not to be recoverable are written off. Any such write-off is deducted from the corrective account. Loans and advances are written off when the usual debt collection procedures have been carried out and losses can be quantifi ed following an individual assessment.

Interest on the impaired value of the loans is recognised in the income statement according to the effective interest rate method.

Intangible assets

Goodwill

On initial recognition, goodwill is recognised in the balance sheet at cost as described under 'Business combinations'. Subsequently, goodwill is measured at cost less accumulated impairment. Goodwill is not amortised.

The carrying amount of goodwill is allocated to the cash-generating units of the Group at the date of acquisition. Determination of cash-generating units follows the management structure and internal fi nancial management. The carrying amount of goodwill at 1 January 2004 (date of transition to IFRS) was tested for impairment.

Other intangible assets

Other intangible assets, including intangible assets acquired in connection with business combinations, are measured at cost less accumulated amortisation and impairment.

The cost comprises the acquisition price and expenses directly related to the acquisition until the time when the asset is ready for use. Other intangible assets are amortised on a straight-line basis over their estimated useful lives, assessed at 3-17 years.

Other intangible assets with indeterminable useful lives are not amortised, however, but are tested for impairment once a year. Other intangible assets with indeterminable useful lives include licences issued to acquired enterprises by fi nancial supervisory authorities.

Amortisation is recognised in the income statement under 'Amortisation and depreciation of intangible assets, property, plant and equipment'.

Property, plant and equipment

Other plant and operating equipment is measured at cost less accumulated depreciation and impairment.

The cost comprises the acquisition price and expenses directly related to the acquisition until the time when the asset is ready for use.

Depreciation is made on a straight-line basis over the expected useful lives of the assets, assessed at 3-5 years for equipment and 50 years for property.

The depreciation basis takes into account the residual value of the asset and is reduced by any impairment losses. The residual value is calculated on the date of acquisition and revised once a year. If the residual value exceeds the carrying amount of the asset, depreciation will no longer be provided. If the depreciation period or the residual value is changed, the effect on future depreciation will be recognised as a change in accounting estimates.

Depreciation is recognised in the income statement under 'Amortisation and depreciation of intangible assets, property, plant and equipment'.

Investments in Group enterprises and associates

Investments in Group enterprises and associates are measured at cost in the fi nancial statements of the Parent Company. If the cost exceeds the recoverable amount, the investment is written down to this lower value. The cost is reduced by dividends received in excess of the accumulated earnings after the date of acquisition.

Impairment of non-current assets

Goodwill and intangible assets with indeterminable useful lives are tested for impairment once a year, the fi rst time before the end of the year of acquisition, and when a need for impairment is indicated.

The carrying amount of goodwill is tested for impairment together with the other non-current assets of the cash-generating unit to which the goodwill is allocated and is written down to the recoverable amount through the income statement if the carrying amount is higher.

The recoverable amount is generally calculated as the present value of the future expected net cash fl ow from the enterprise or activity (cash-generating unit) to which the goodwill is allocated. Impairment losses are recognised in a separate line in the income statement.

The carrying amounts of other non-current assets are assessed every year to determine whether impairment is indicated. In case of such indication, the recoverable amount of the asset is calculated. The recoverable amount is the higher of the fair value of the asset after deducting the expected disposal costs and the value in use.

Impairment losses are recognised if the carrying amount of an asset or a cash-generating unit exceeds the recoverable amount of the asset or unit. Impairment losses are recognised in the income statement under amortisation, depreciation and impairment. Impairment of goodwill is, however, recognised in a separate line in the income statement.

Impairment of goodwill cannot be reversed. Impairment of other assets is reversed if the assumptions and estimates leading to the impairment have changed. Impairment is only reversed if the new carrying amount of the asset does not exceed the carrying amount that the asset would have had after amortisation or depreciation if it had not been written down.

Assets held for resale

This item includes property, plant and equipment and equity instruments taken over which are not included in the future foundation of the Group's business, but are subject to ongoing sales efforts and expected to be sold within a period of 12 months. All assets held for resale are measured at the lower of cost and the expected sales price less selling costs.

Prepayments

Prepayments comprise costs paid concerning subsequent fi nancial years. Prepayments are measured at cost.

Financial liabilities

On initial recognition, fi nancial liabilities are attributed to one of the following categories:

  • Trading portfolio: Financial liabilities held for sale within a short time frame, including derivative fi nancial instruments >
  • Financial guarantees (see below under 'Provisions') >
  • Other fi nancial liabilities >

On fi rst recognition, fi nancial liabilities are measured at fair value, which normally corresponds to the consideration received. Transaction costs are deducted from fi nancial liabilities not included in the trading portfolio.

Trading portfolio

Financial liabilities attributed to the trading portfolio are measured at fair value at the balance-sheet date, and fair value adjustments are recognised in the income statement.

Other fi nancial liabilities

Other fi nancial liabilities comprising the items 'Payables to credit institutions and central banks' and 'Deposits and other payables' are measured at amortised cost using the effective interest rate method. This usually corresponds to

the nominal value.

Corporation tax and deferred tax

Current tax payable and receivable is recognised in the balance sheet as tax calculated on the taxable income for the year, adjusted for tax on the taxable income of previous years and for prepaid tax.

Deferred tax is measured using the balance-sheet liability method on all temporary differences between the carrying amounts and the tax base of assets and liabilities. However, no recognition is made of deferred tax on temporary differences relating to goodwill disallowed for tax purposes and other items if, except at the acquisition of enterprises, such temporary differences arose on the date of acquisition without affecting the results or the taxable income. In cases where it is possible to calculate the tax base according to different tax rules, deferred tax is measured on the basis of the use of the asset or settlement of the liability planned by Management.

Deferred tax assets, including the tax base of tax loss carryforwards, are recognised under other non-current assets at the expected value of their utilisation, either by elimination in tax on future earnings or by offsetting deferred tax liabilities within the same legal tax entity and jurisdiction.

Deferred tax assets are assessed annually and are only recognised if it is likely that they will be utilised.

Deferred tax is adjusted for elimination of unrealised intra-Group gains and losses.

Deferred tax is measured on the basis of the tax rules and tax rates of the relevant countries which will be effective at the balance-sheet date under current legislation when the deferred tax is expected to crystallise as current tax.

Changes in deferred tax due to changes in tax rates are recognised in the income statement.

Provisions

Provisions under fi nancial guarantees and other liabilities which are uncertain as to size or time of settlement are recognised as provisions when it is likely that the liability will result in an outfl ow of fi nancial resources from the Company, and reliable measurement of the liability is possible.

The liability is calculated as the present value of the best estimate of the costs necessary to discharge the liability. However, fi nancial guarantees are not measured at an amount lower than the commission received for the guarantee, accrued over the term of the guarantee.

Provision for liabilities concerning staff, including anniversaries, senior benefi ts, etc., is made on a statistical actuarial basis. Liabilities due more than 12 months after the period in which they arose are discounted.

Deferred income

Deferred income comprises income concerning subsequent fi nancial years. Deferred income is measured at its nominal value.

Dividends

Dividends are recognised as a payable at the time of adoption at the Annual General Meeting. The proposed dividends for the fi nancial year are shown as a separate item under equity.

Equity

Treasury shares

Purchase and selling prices as well as dividends on treasury shares are recognised directly in equity under retained earnings. Capital reduction through the cancellation of treasury shares reduces the share capital by an amount corresponding to the nominal value of the shares. Proceeds from the sale of treasury shares or the issue of shares in Capinordic A/S in connection with the exercise of share options or

employee shares are recognised directly in equity.

Reserve for forex translation adjustments

In the consolidated fi nancial statements, the reserve for forex translation adjustments comprises gains and losses resulting from the translation of fi nancial statements of foreign enterprises having a functional currency different from the presentation currency of Capinordic A/S (Danish kroner). In the event of sale of the net investment or part thereof, the foreign currency translation adjustments will be recognised in the income statement. The reserve for forex translation adjustments was reset to zero on 1 January 2004 in accordance with IFRS 1.

Reserve for fair value adjustment of fi nancial assets This reserve comprises unrealised fair value adjustments of fi nancial assets available for sale.

Incentive programmes

The incentive programmes of the Capinordic Group comprise a share option programme.

Share option programme

When the staff of the Capinordic Group are granted a possibility of subscribing for shares at a price lower than the market price, the element of favour is recognised as a charge under 'Staff costs'. The offsetting item is recognised directly in equity. The element of favour is calculated at the date of subscription as the difference between fair value and the subscription price for the shares subscribed.

Cash fl ow statement

The cash fl ow statement shows the Group's cash fl ows from operating, investing and fi nancing activities for the year, the year's changes in cash and cash equivalents as well as cash and cash equivalents at the beginning and end of the year. The cash fl ow effect from the acquisition and divestment of enterprises is shown as a separate item under cash fl ow from investing activities. The cash fl ow from acquired enterprises is recognised in the cash fl ow statement from the date of acquisition, and the cash fl ow from divested enterprises is recognised until the date of divestment.

Cash fl ow from operating activities

The cash fl ow from operating activities is recognised as the pre-tax profi t or loss, adjusted for non-cash operating items, working capital changes as well as interest and corporation tax paid.

Cash fl ow from investing activities

The cash fl ow from investing activities comprises payments relating to the acquisition and divestment of enterprises and activities, the purchase and sale of intangible assets, property, plant and equipment and other non-current assets as well as the purchase and sale of securities not classifi ed as cash and cash equivalents.

Cash fl ow from fi nancing activities

The cash fl ow from fi nancing activities comprises changes in the amount or composition of the share capital and related costs as well as the raising of loans, repayments on interestbearing debt, the purchase and sale of treasury shares and payment of dividends to shareholders.

Cash and cash equivalents

Cash and cash equivalents comprise cash and securities that have a term-to-maturity of less than three months at the date of purchase, that can be transformed into cash without diffi culty and for which the risk of value changes is insignifi cant. The fi gures of the cash fl ow statement cannot be directly derived from the 2004 or 2005 fi gures of the consolidated fi nancial statements. This is due to the fact that the opening balance of each year has been translated at the closing rate of the same year. Changes in cash fl ows caused by exchange differences are thus eliminated.

Segments

Information is provided on business segments. Determination of segments follows the Group's management structure and the internal fi nancial management of the Group. Segment information has been prepared in accordance with the Group's accounting policies.

Income/expenses and assets/liabilities in the segments comprise the items directly attributable to the individual segment as well as the items that may be allocated to the individual segment on a reliable basis. Non-allocated items mainly comprise assets and liabilities as well as income and expenses relating to the Group's administrative functions, investing activities, corporation tax, etc.

The non-current assets of a segment comprise the non-current assets which are used directly for the operation of the segment, including intangible assets, property, plant and equipment as well as investments in associates.

The current assets of a segment comprise the current assets which are used directly for the operation of the segment, including trade receivables, other receivables, prepayments and cash. Segment liabilities comprise liabilities resulting from the operation of the segment, including trade payables and other payables.

Ratios

Earnings per share (EPS) and diluted earnings per share (EPS-D) have been calculated in accordance with IAS 33.

Special ratios for fi nancial enterprises have been calculated in accordance with the guidelines of the Danish Financial Supervisory Authority.

Other ratios are calculated in accordance with 'Recommendations & Financial Ratios 2005' published by the Danish Society of Financial Analysts.

The ratios provided in the Annual Report have been calculated as follows:

EBTDA Earnings Before Tax, Depreciation and Amortisation. Earnings before tax and amortisation,
depreciation and impairment of intangible assets, property, plant and equipment, but including
net interest income. EBTDA refl ects the results of the Group's cash-generating activities.
Recurring revenue Recurring revenue comprises net interest income, management fees from Asset Management
and commission income from asset planning services provided by Private Banking and Private
Financial Services. Non-recurring revenue includes fee and commission income from Invest-
ment Banking, market value and forex translation adjustments and performance based income
from Asset Management.
Recurring costs Recurring costs comprises total fi xed and variable costs of the Group, except for performance
based bonuses, costs concerning the State Guarantee Scheme, and amortisation and impair-
ment of the Group's intangible assets related to the acquisitions made.

Recurring revenue/cost ratio Recurring revenue Recurring costs Equity ratio Equity excluding minority interests, year-end x 100 Total liabilities and equity, year-end Net profi t for analytical purposes Profi t from ordinary activities after tax less share attributable to minority interests Return on equity Profi t for analytical purposes x 100 Average equity excluding minority interests Earnings per share (EPS) Net profi t for analytical purposes Average number of shares Cash Flow Per Share Cash fl ow from operating activities Average number of shares Equity value per share, year-end Equity excluding minority interests, year-end Number of shares, year-end

Dividends per share Dividend rate x nominal share value 100

INCOME STATEMENT FOR THE PERIOD ENDED 31 DECEMBER 2008

Group Parent Company
Note 2008
DKK'000
2007
DKK'000
2008
DKK'000
2007
DKK'000
Interest income 2 115,168 85,212 16,004 19,504
Interest expenses 3 (43,797) (25,131) (6,941) (7,662)
Net interest income 71,371 60,081 9,063 11,842
Share dividends, etc. 4 1,558 205 145,000 0
Fee and commission income 5 350,111 270,499 0 4,889
Fee and commission expenses 6 (49,306) (23,611) 0 (800)
Net interest and fee income 373,734 307,174 154,063 15,931
Market value and translation adjustments 7 (55,351) 53,972 (2,886) 45,341
Other operating income 8 5,205 9,003 16,273 10,557
Net financials 323,588 370,149 167,450 71,829
Staff costs and administrative expenses 9 (272,801) (212,165) (36,372) (28,519)
Losses on loans and advances 12 (206,097) (3,472) (42,719) 0
Other operating expenses 13 (4,045) 0 0 0
Profit (loss) before amortisation, depreciation,
impairment and tax (EBTDA) (159,355) 154,512 88,359 43,310
Amortisation, depreciation and impairment of intangible assets,
property, plant and equipment 14 (333,562) (50,049) (144,215) (440)
Profit (loss) from investments in associates 22 (19,915) (2,207) 0 0
Profit (loss) before tax
(512,832) 102,256 (55,856) 42,870
Tax for the year 15 93,885 (22,095) 14,746 (9,470)
NET PROFIT (LOSS) FOR THE YEAR (418,947) 80,161 (41,110) 33,400
Proposed distribution of net profit (loss)
Minority interests 31 0 0 0
Shareholders of the Parent Company, Capinordic A/S (418,978) 80,161 (41,110) 33,400
Total distribution (418,947) 80,161 (41,110) 33,400
DKK DKK
Earnings per share basic (EPS Basic) 35 (3.59) 0.77
Diluted earnings per share (EPS-D) 35 (3.59) 0.76

BALANCE SHEET AT 31 DECEMBER 2008

Group Parent Company
ASSETS Note 31.12.2008
DKK'000
31.12.2007
DKK'000
31.12.2008
DKK'000
31.12.2007
DKK'000
Cash and demand deposits with central banks 16 42,810 46,064 0 0
Receivables from credit institutions and central banks 17 574,074 475,744 1,863 40,330
Loans and advances 18 921,902 1,262,407 196,171 134,541
Bonds at fair value 19 63,068 54,832 0 0
Shares, etc. 20 149,819 323,252 2,856 2,564
Investments in portfolio enterprises 21 100,866 81,806 60,052 81,806
Investments in associates 22 28,505 37,739 22,354 22,354
Investments in Group enterprises 23 0 0 2,007,590 2,114,693
Intangible assets 24 932,998 1,285,722 9,240 0
Property, plant and equipment 25 32,007 10,251 741 973
Current tax assets 5,302 3,028 1,178 0
Deferred tax assets 26 47,484 0 7,973 0
Assets held for sale 27 80,570 65,594 10,194 10,194
Other assets 28 176,462 186,710 11,703 17,443
Prepayments 29 24,073 16,521 2,927 1,444
Total assets 3,179,940 3,849,670 2,334,842 2,426,342
Group Parent Company
Note 31.12.2008 31.12.2007 31.12.2008 31.12.2007
LIABILITIES AND EQUITY DKK'000 DKK'000 DKK'000 DKK'000
Payables to credit institutions and central banks 30 62,806 539,172 49,838 81,042
Deposits 31 1,121,507 720,670 39,809 50,448
Current tax liabilities 3,017 28,721 0 314
Other liabilities 32 49,478 82,244 8,097 11,258
Deferred income 33 33,911 19,786 0 1,275
Total payables 1,270,719 1,390,593 97,744 144,337
Provision for deferred tax 26 83,757 154,886 0 8,888
Provisions relating to guarantees 4,524 0 0 0
Other provisions 34 1,468 41 0 0
Total provisions 89,749 154,927 0 8,888
Subordinated debt 14,901 0 0 0
Total subordinated debt 14,901 0 0 0
Total liabilities 1,375,369 1,545,520 97,744 153,225
Share capital 59,445 59,445 59,445 59,445
Share premium 2,184,243 2,184,521 2,183,989 2,184,267
Other reserves (123,946) (30,056) 17,404 11,806
Retained earnings (loss) (322,522) 90,240 (23,740) 17,599
Parent Company's equity interest 1,797,220 2,304,150 2,237,098 2,273,117
Minority interests 7,351 0 0 0
Total equity 1,804,571 2,304,150 2,237,098 2,273,117
Total liabilities and equity 3,179,940 3,849,670 2,334,842 2,426,342

CASH FLOW STATEMENT

Group
2007
DKK'000
(512,832) 102,256 (55,856) 42,870
47 (62,448) (56,820) (139,661) (11,842)
333,562 50,049 144,215 440
206,097 0 41,419 0
19,891 (61,067) 21,754 (45,319)
8,027 3,992 1,341 1,144
19,504
(7,522)
0
(36,090) (16,968) (3,316) (4,933)
(5,658)
9,162
(166)
0
(5,057)
208,984 131,212 3,101 (1,719)
(20,250) (633,895) 0 0
(25,383) (1,670) (11,496) 0
(27,263) (9,926) (231) (105)
277 155 0 0
0 0 (27,971) (423,737)
(25,370) (9,016) 0 (16)
14,489 10,500 0 10,500
(55,232) 0 0 0
38,793 0 0 0
(21,464) (84,548) 0 (84,548)
0 70,230 0 70,230
(427,676)
0 0 0 0
14,901 0 0 0
7,320 514,083 0 514,083
(278) (9,566) (278) (9,819)
(8,233) (43,831) (1,592) (35,698)
13,710 460,686 (1,870) 468,566
Profit before tax
plant and equipment
Share-based payments
Interest received
Interest paid
Dividends received
Change in loans and advances
Change in securities portfolio
Acquisition of enterprises
Acquisition of Group enterprises
Acquisition of associates
Divestment of associates
Purchase of assets held for sale
Cash flow from investing activities
Dividends paid
Capital increases
Cash flow from financing activities
Note
Losses on loans and advances
Market value and translation adjustments
Tax paid
Change in other assets and liabilities
Sale of assets held for sale
Divestment of portfolio enterprises
Subordinated debt
2008
DKK'000
103,658
(38,677)
1,558
22,746
134,406
400,837
142,390
(491,395)
(121,403)
2007
DKK'000
81,613
(23,763)
205
79,497
(822,118)
514,549
4,429
354,855
(658,170)
Parent Company
2008
DKK'000
1,001
(6,340)
145,000
149,557
(59,160)
(10,639)
(1,385)
(75,272)
(39,698)

CASH FLOW STATEMENT (CONTINUED)

Group Parent Company
Note 2008
DKK'000
2007
DKK'000
2008
DKK'000
2007
DKK'000
Change in cash and cash equivalents
Translation adjustment, cash
101,291
(6,215)
(66,272)
(863)
(38,467)
0
39,171
0
Cash and cash equivalents, 1 January 521,808 588,943 40,330 1,159
Cash and cash equivalents, 31 December 616,884 521,808 1,863 40,330
Cash and cash equivalents, 31 December
Cash and demand deposits with central banks
Receivables from credit institutions and central banks
42,810
574,074
46,064
475,744
0
1,863
0
40,330
Cash and cash equivalents, 31 December 616,884 521,808 1,863 40,330

STATEMENT OF CHANGES IN EQUITY (GROUP)

Statement of changes in equity, 31 December 2008 Group
Share capital
DKK'000
Share premium
DKK'000
Foreign
currency
translation
adjustments
DKK'000
Market value
adjustments,
available
for sale
DKK'000
Retained
earnings
DKK'000
Total
DKK'000
Minority
share
holders
DKK'000
Total
DKK'000
Equity, 1 January 2008 59,445 2,184,521 (17,106) (12,950) 90,240 2,304,150 0 2,304,150
Changes in equity
Foreign currency translation adjustment relating to
independent foreign entities
0 0 (73,674) 0 0 (73,674) 0 (73,674)
Market value adjustments of securities available for sale 0 0 0 (28,474) 0 (28,474) 0 (28,474)
Tax relating to market value adjustments of securities available for sale 0 0 0 8,258 0 8,258 0 8,258
Net profit (loss) for the year 0 0 0 0 (418,978) (418,978) 31 (418,947)
Total comprehensive income 0 0 (73,674) (20,216) (418,978) (512,868) 31 (512,837)
Capital increase 0 0 0 0 0 0 7,320 7,320
Non-cash contributions 0 0 0 0 0 0 0 0
Issue costs 0 (278) 0 0 0 (278) 0 (278)
Share-based payments 0 0 0 0 8,027 8,027 0 8,027
Treasury shares 0 0 0 0 (1,811) (1,811) 0 (1,811)
Total changes in equity 0 (278) (73,674) (20,216) (412,762) (506,930) 7,351 (499,579)
Equity, 31 December 2008 59,445 2,184,243 (90,780) (33,166) (322,522) 1,797,220 7,351 1,804,571
Statement of changes in equity, 31 December 2007 Group
Share capital
DKK'000
Share premium
DKK'000
Foreign
currency
translation
adjustments
DKK'000
Market value
adjustments,
available for sale
DKK'000
Retained
earnings
DKK'000
Total
DKK'000
Minority
share
holders
DKK'000
Total
DKK'000
Equity, 1 January 2007 42,467 1,307,369 (193) 0 49,918 1,399,561 0 1,399,561
Changes in equity
Foreign currency translation adjustment relating to
independent foreign entities
0 0 (16,913) 0 0 (16,913) 0 (16,913)
Market value adjustments of securities available for sale 0 0 0 (15,748) 0 (15,748) 0 (15,748)
Tax relating to market value adjustments of securities available for sale 0 0 0 2,798 0 2,798 0 2,798
Net profit (loss) for the year 0 0 0 0 80,161 80,161 0 80,161
Total comprehensive income 0 0 (16,913) (12,950) 80,161 50,298 0 50,298
Capital increases 7,221 382,392 0 0 0 389,613 0 389,613
Non-cash contributions 9,757 504,326 0 0 0 514,083 0 514,083
Issue costs 0 (9,566) 0 0 0 (9,566) 0 (9,566)
Share-based payments 0 0 0 0 3,992 3,992 0 3,992
Treasury shares 0 0 0 0 (43,831) (43,831) 0 (43,831)
Total changes in equity 16,978 877,152 (16,913) (12,950) 40,322 904,589 0 904,589
Equity, 31 December 2007 59,445 2,184,521 (17,106) (12,950) 90,240 2,304,150 0 2,304,150

STATEMENT OF CHANGES IN EQUITY (PARENT COMPANY)

Statement of changes in equity, 31 December 2008 Parent Company
Share capital
DKK'000
DKK'000 Market value
adjustments,
Share premium available for sale
DKK'000
Fair value
reserve
DKK'000
Retained
earnings
DKK'000
Total
DKK'000
Equity, 1 January 2008 59,445 2,184,267 (69) 11,875 17,599 2,273,117
Changes in equity 2008
Market value adjustments of securities available for sale 0 0 (1,093) 0 0 (1,093)
Tax relating to market value adjustments of securities available for sale 0 0 291 0 0 291
Net profit (loss) for the year 0 0 0 0 (41,110) (41,110)
Total comprehensive income 0 0 (802) 0 (41,110) (41,912)
Capital increase 0 0 0 0 0 0
Non-cash contributions 0 0 0 0 0 0
Issue costs 0 (278) 0 0 0 (278)
Fair value adjustment 0 0 0 6,400 (6,400) 0
Share-based payments 0 0 0 0 1,341 1,341
Treasury shares 0 0 0 0 4,830 4,830
Total changes in equity 2008 0 (278) (802) 6,400 (41,339) (36,019)
Equity, 31 December 2008 59,445 2,183,989 (871) 18,275 (23,740) 2,237,098
Statement of changes in equity, 31 December 2007 Parent Company
Share capital
DKK'000
DKK'000 Market value
adjustments,
Share premium available for sale
DKK'000
Fair value
reserve
DKK'000
Retained
earnings
DKK'000
Total
DKK'000
Equity, 1 January 2007 42,467 1,307,368 0 30,163 465 1,380,463
Changes in equity 2007
Market value adjustments of securities available for sale 0 0 (69) 0 0 (69)
Net profit (loss) for the year 0 0 0 0 33,400 33,400
Total comprehensive income 0 0 (69) 0 33,400 33,331
Capital increases 7,221 382,392 0 0 0 389,613
Non-cash contributions 9,757 504,326 0 0 0 514,083
Issue costs 0 (9,819) 0 0 0 (9,819)
Fair value adjustment 0 0 0 (18,288) 18,288 0
Share-based payments 0 0 0 0 1,144 1,144
Treasury shares 0 0 0 0 (35,698) (35,698)
Total changes in equity 2007 16,978 876,899 (69) (18,288) 17,134 892,654
Equity, 31 December 2007 59,445 2,184,267 (69) 11,875 17,599 2,273,117

NOTES

1 Accounting estimates and assessments

The calculation of the carrying amounts of certain assets and liabilities requires estimates of the impact of future events on the value of such assets and liabilities at the balance-sheet date. Estimates material to reporting are made in connection with the measurement of the Group's loans, advances and other receivables, the calculation of amortisation, depreciation and impairment, pensions and similar obligations, provisions and contingent liabilities and assets.

The estimates made are based on historical data and assumptions which are deemed by Management to be acceptable; however, in the nature of things, such assumptions are uncertain and unpredictable. The assumptions may be incomplete or inaccurate, and unexpected events or circumstances may occur. The enterprise is also subject to risks and uncertainties that may result in deviations between actual results and estimates. Special risks for the Group are discussed in the 'Management's review'.

The notes disclose information on assumptions concerning the future and other estimation uncertainties at the balance-sheet date implying a substantial risk of changes that may lead to a material adjustment of the carrying amounts of assets or liabilities in the next financial year.

The estimates and assessments made by Management has the greatest impact in connection with the valuation of the following items.

Group Parent Company
2008 2007 2008 2007
DKK'000
DKK'000 DKK'000 DKK'000
Loans and advances 921,902 1,262,407 196,171 134,541
Investments in portfolio enterprises 100,866 81,806 60,052 81,806
Investments in Group enterprises 0 0 2,007,590 2,114,693
Intangible assets 932,998 1,285,722 9,240 0

Measurement of these items might be substantially affected by material changes in estimates and assumptions on which the calculation of the values is based. Please see note 24 on intangible assets for a description on impairment tests for intangible assets.

The assessment as to whether impairment of assets available for sale exists is based on individual assessments of the assets comprising both quantitative and qualitative factors relevant to each asset.

Interest on receivables from credit institutions 12,576 21,825 201 1,960
Interest on loans, advances and other receivables 93,557 61,400 15,656 17,544
Bond interest 4,089 1,987 0 0
Other interest income 4,946 0 147 0
Interest income 115,168 85,212 16,004 19,504
3 Interest expenses
Interest payable to credit institutions 10,492 5,071 6,064 4,895
Interest payable to deposits 26,162 18,033 871 2,630
Interest on subordinated debt 1,850 0 0 0
Other interest expenses 5,293 2,027 6 137
Interest expenses 43,797 25,131 6,941 7,662
4 Share dividends, etc.
Share dividends, etc 1,558 205 145,000 0
Share dividends, etc. 1,558 205 145,000 0
Group Parent Company
2008 2007 2008 2007
5 Fee and commission income DKK'000 DKK'000 DKK'000 DKK'000
Guarantee commission 226 4,564 0 4,439
Securities trading and custody accounts 7,628 12,728 0 0
Wealth and asset management 207,797 107,428 0 0
Loan fees 819 40 0 0
Other fee and commission income 133,641 145,739 0 450
Fee and commission income 350,111 270,499 0 4,889
6 Fee and commission expenses
Guarantee commission expenses 85 0 0 0
Fee and other commission expenses 49,221 23,611 0 800
Fee and commission expenses 49,306 23,611 0 800
7 Market value and translation adjustments
Bonds (1,176) 558 0 0
Shares, etc (25,387) 39,310 (2,887) 45,319
Impairment of securities available for sale (26,989) 0 0 0
Foreign currency (1,799) 14,104 1 22
Market value and translation adjustments (55,351) 53,972 (2,886) 45,341
8 Other operating income
Administrative income 1,256 4,527 16,247 10,303
Any other operating income 3,949 4,476 26 254
Other operating income 5,205 9,003 16,273 10,557
9 Staff costs and administrative expenses
Number of employees
Beginning of year 198 70 8 2
Mid-year 220 171 10 5
Year-end 251 198 16 8
Average number of employees 223 146 11 5
Salaries and remuneration of Executive and Supervisory Boards
Executive Board 9,042 14,500 9,042 14,500
Supervisory Board 2,056 2,294 687 800
Share-based payments, Executive Board 476 476 476 476
Share-based payments, Supervisory Board 378 378 378 378
Salaries and remuneration of Executive and Supervisory Boards 11,952 17,648 10,583 16,154
Staff costs
Salaries 134,427 130,131 19,259 22,964
Pensions 7,236 3,700 222 0
Social security costs 16,911 13,804 1,916 1,159
Staff costs 158,574 147,635 21,397 24,123
Other administrative expenses
Other administrative expenses
114 227 114,227 64 530 , 14 975 , 4 396 ,
Staff costs and administrative expenses 272,801 212,165 36,372 28,519
10 Share-based payments Supervisory and
Executive Boards
Executive
employees
Other
employees
Total
Share option programme 2005
Grant, 24 October 2005 390,000 126,000 276,500 792,500
Charge for the year 491 211 463 1,165

The Company's Supervisory Board resolved on 24 October 2005 to implement a share option programme in accordance with Article 9b of the Articles of Association. A total number of 792,500 share options have been issued, each entitling its holder to buy one Capinordic A/S share at a price of DKK 11.80. When using the Black-Scholes formula, the market value of the programme can be calculated at DKK 3.7m based on an interest rate of 2.54% and an expected volatility of the Capinordic A/S share of 56%. The programme is expensed over the 3-year vesting period.

The share options issued were granted to the members of the Supervisory and Executive Boards of Capinordic A/S and to the employees of Unitfond AB on 24 October 2005.

The share option programme is incentive-based and the award of share options is not related to specific performance goals. The employees of Unitfond AB may not exercise the share options until three years after the date of grant. The exercise period is two years calculated from three years from the date of grant. The employee must be employed with the company at the date of exercise.

Reference is made to Stock Exchange Announcement No. 26/2005 of 24 October 2005.

Supervisory and
Executive Boards
Executive
employees
Other
employees
Total
Share option programme 2006
Grant, 26 October 2006 224,500 625,000 483,834 1,333,334
Charge for the year
Charge for the year
363 1 178
1,178
685 2 226
2,226
The programme comprises 1,333,334 share options, each entitling its holder to subscribe for one share of a nominal value of DKK 0.50 in Capinordic A/S. On

exercise of the share options, the strike price for the shares is DKK 36.09. When using the Black-Scholes formula, the market value of the programme can be calculated at DKK 8.1m based on an interest rate of 3.98% and an expected volatility of the Capinordic A/S share of 30%. The programme is expensed over the 3-year vesting period.

The subscription price amounts to DKK 31.18 and has been fixed as a weighted average over ten trading days of the price quoted for Capinordic A/S up to and including 25 October 2006.

The share options have been awarded to all employees, including the Group Executive Board of the Capinordic Group, except the employees of Unitfond AB who have already been awarded share options, cf. Article 9b of the Articles of Association of the Company.

No share options have been granted to the Supervisory Board of the Company.

The share options vest three years after the date of grant, provided that the relevant employee is still employed with the Company at the date of vesting. The share options may be exercised for a period of 24 months from the date of vesting in four trading windows of four weeks, corresponding to insider trading windows. After exercise of the share options, Capinordic A/S will apply for admission of the shares to trading on the OMX Nordic Exchange Copenhagen as soon as possible.

Please refer to Stock Exchange Announcement No. 36/2006 of 27 October 2006 for a detailed description of the programme.

10 Share-based payments (continued)
Share option programme 2007
Supervisory and
Executive Boards
Executive
employees
Other
employees
Total
Grant, 20 November 2007 0 1,190,000 1,770,000 2,960,000
Charge for the year 0 1,977 2,659 4,636

The Supervisory Board of Capinordic A/S resolved on 20 November 2007 to make partial use of its authority in Article 9 of the Company's Articles of Association to implement a share option programme.

The programme comprises 2,960,000 share options, each entitling its holder to subscribe for 1 share of a nominal value of DKK 0.50 in Capinordic A/S. On exercise of the share options, the strike price for the shares is DKK 22.14. When using the Black-Scholes formula, the market value of the programme can be calculated at DKK 15.6m based on an interest rate of 4.81% and an expected volatility of the Capinordic A/S share of 25%. The programme is expensed over the 3-year vesting period.

The allotment price, which corresponds to the strike price, is DKK 22.14 and has been fixed as a weighted average over ten trading days of the price quoted for shares in Capinordic A/S up to and including 19 November 2007.

Please refer to Stock Exchange Announcement No. 45/2007 of 20 November 2007 for a detailed description of the programme.

Supervisory and Executive Other Total
Executive Boards employees employees
Total share-based payments 854 3,366 3,807 8,027
Group Parent Company
2008
DKK'000
2007
DKK'000
2008
DKK'000
2007
DKK'000
11 Fee to auditors appointed by the General Meeting
Statutory audit 2,393 2,261 574 665
Other services Other services 3 203 , 2 416 , 506 899
Fee to auditors appointed by the General Meeting 5,596 4,677 1,080 1,564
12 Losses on loans and advances
Realised losses on loans and advances for the year 20 0 0 0
Individual loan impairment losses for the year, including reversal of impairment 202,281 3,472 42,719 0
Gruop-based loan impairment losses for the year, including reversal of impairment 1,848 0 0 0
Danish Contingency Committee for Winding Up and Transfer of Banks and Savings Banks. 1,948 0 0 0
Losses on loans and advances 206,097 3,472 42,719 0
13 Other operating expenses
Danish Contingency Committee for Winding Up and Transfer of Banks and Savings
Banks, regular guarantee commission 4,045 0 0 0
Other operating expenses 4,045 0 0 0
14
Amortisation, depreciation and impairment of intangible assets, property, plant and
equipment
Amortisation of intangible assets 51,723 43,536 143,752 0
Impairment of intangible asseets 273,030 0 0 0
Depreciation of property, plant and equipment 8,809 6,513 463 440
Amortisation, depreciation and impairment of intangible assets,
property, plant and equipment 333,562 50,049 144,215 440
Group Parent Company
2008
DKK'000
2007
DKK'000
2008
DKK'000
2007
DKK'000
15 Tax for the year
Current tax on profit for the year 8,560 34,045 1,933 607
Deferred tax (102,825) (11,564) (16,571) 9,296
Tax relating to previous years 380 (386) (108) (433)
Reversal of impairment losses relating to deferred tax assets 0 0 0 0
Adjustment of tax asset 0 0 0 0
Tax for the year (93,885) 22,095 (14,746) 9,470
Breakdown of tax on profit for the year:
Calculated 25% tax on profit for the year before tax (128,208) 25,564 (13,964) 10,718
Tax effect of:
Other non-deductible costs 3,328 2,268 418 389
Non-taxable income 0 0 (36,250) 0
Impairment of intangible assets 25,396 0 35,374 0
Profit from investments in associates 5,900 552 0 0
Higher/lower tax rates in foreign Group enterprises (1,575) 246 0 0
Capitalised costs relating to the acquisition of Group enterprises (216) (1,351) (216) (1,351)
Adjustment of deferred tax, changed tax rate 0 (8,218) 0 148
Tax relating to previous years 1,490 3,034 (108) (434)
Reversal of impairment losses relating to deferred tax assets 0 0 0 0
Tax on profit for the year (93,885) 22,095 (14,746) 9,470
Effective tax rate 18% 22% 26% 22%
Group Parent Company
31.12.2008
DKK'000
31.12.2007
DKK'000
31.12.2008
DKK'000
31.12.2007
DKK'000
16 Cash and demand deposits with central banks
Notes and coins 6 10 0 0
Demand deposits with central banks 42,804 46,054 0 0
Cash and demand deposits with central banks 42,810 46,064 0 0
17 Receivables from credit institutions and central banks
Demand deposits with banks 574,074 475,744 1,863 40,330
Receivables from credit institutions and central banks 574,074 475,744 1,863 40,330
18 Loans and advances
Loan accounts with variable drawing rights 816,800 125,433 166,597 94,358
Any other loans and advances 312,703 1,140,446 72,293 40,183
Impairment losses (207,601) (3,472) (42,719) 0
Loans and advances 921,902 1,262,407 196,171 134,541
Impairment losses
Impairment
Individual impairment losses 205,753 3,472 42,719 0
Group-based impairment losses 1,848 0 0 0
Impairment losses year-end 207,601 3,472 42,719 0
Individual impairment losses
Individual impairment losses at beginning of year 3,472 0 0 0
New and increased impairment losses 202,281 3,472 42,719 0
Reversal of impairment losses 0 0 0 0
Individual impairment losses year-end 205,753 3,472 42,719 0
Group-based impairment losses
Group-based impairment losses at beginning of year 0 0 0 0
New and increased impairment losses 1,848 0 0 0
Reversal of impairment losses 0 0 0 0
Group-based impairment losses year-end 1,848 0 0 0
Reasons for impairment resulting in individual writedowns
Bankruptcy 38.57% 0.00% 77.85% 0.00%
Debt collection 8.36% 0.00% 22.15% 0.00%
Composition with creditors 21.54% 0.00% 0.00% 0.00%
General signs of weakness 31.52% 100.00% 0.00% 0.00%
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
19 Bonds at fair value
Other fixed-rate government bonds 56,798 49,867 0 0
Bonds issued by credit institutions 6,270 4,965 0 0
Bonds at fair value 63,068 54,832 0 0
20 Shares, etc.
Shares listed on the OMX Nordic Exchange Copenhagen 121,306 207,609 1,012 2,564
Investment fund shares 5,740 99,127 1,471 0
Shares listed on other stock exchanges 4,964 4,872 0 0
Other shares 10,750 110 373 0
Unlisted investment fund shares 7,059 11,534 0 0
Shares, etc. 149,819 323,252 2,856 2,564
21 Investments in portfolio enterprises
Cost, 1 January 46,085 0 45,340 0
Additions for the year 21,464 110,386 0 109,641
Disposals for the year 0 (64,301) 0 (64,301)
Cost, 31 December 67,549 46,085 45,340 45,340
Accumulated value adjustments, 1 January 35,721 0 36,466 0
Fair value adjustment of listed portfolio enterprises (28,154) 23,846 (28,154) 24,591
Fair value adjustment of unlisted portfolio enterprises 25,750 11,875 6,400 11,875
Accumulated value adjustments, 31 December 33,317 35,721 14,712 36,466
Carrying amount, 31 December 100,866 81,806 60,052 81,806

Fair value of unlisted portfolio enterprises has been calculated in accordance with recognised valuation techniques. Se also the accounting policies used.

Ownership interests in portfolio enterprises of more than 20%: Ownership interests (Group) Ownership interests (Parent
Company)
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Mercon A/S 40% 40% 40% 40%
SBS Estates A/S 43% 0% 0% 0%
Carrying amount of portfolio enterprises in which the ownership interest is more than 20%. Carrying amount (Group) Carrying amount (Parent
Company)
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Mercon A/S 38,522 32,122 38,522 32,122
SBS Estates A/S 40,814 0 0 0
Carrying amount of portfolio enterprises in which the
ownership interest is more than 20%
79,336 32,122 38,522 32,122
21 Investments in portfolio enterprises (continued) SBS Estates
A/S
Mercon A/S
Latest published financial statements 2007 2007
Revenue 0 *
Profit before tax (2,095) 35
Tax on profit for the year (17) (13)
Net profit for the year (2,112) 22
Total assets 28,727
,
8,541
,
Total liabilities 26,699 440
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
22 Investments in associates
Cost, 1 January 42,554 66,207 22,354 55,007
Additions for the year 25,370 9,016 0 16
Disposals for the year (14,489) (32,669) 0 (32,669)
Cost, 31 December 53,435 42,554 22,354 22,354
Accumulated value adjustments, 1 January (4,815) 1,231 0 0
Share of profit for the year (5,580) (2,207) 0 0
Other value adjustments (14,535) (2,869) 0 0
Disposals for the year 0 (970) 0 0
Accumulated value adjustments, 31 December (24,930) (4,815) 0 0
Carrying amount, 31 December 28,505 37,739 22,354 22,354
I-nvestor Danmark A/S 23,833 23,204 22,354 22,354
K/S Amalieparken 0 14,335 0 0
Ejendomsselskabet Ørestad Syd A/S 0 200 0 0
Core Focus A/S 4,672 0 0 0
Investments in associates 28,505 37,739 22,354 22,354
Ownership interests (Parent
Ownership interests (Group) Company)
31.12.2008 31.12.2007 31.12.2008 31.12.2007
I-nvestor Danmark A/S 29.50% 29.50% 29.50% 29.50%
K/S Amalieparken 40.00% 40.00% 40.00% 40.00%
Ejendomsselskabet Ørestad Syd A/S 40.00% 40.00% 40.00% 40.00%
Core Focus
A/S**
I-nvestor
Danmark A/S
K/S
Amalieparken
selskabet
Ørestad Syd
A/S
2007 2007 2006/07
* * 0
2,804 (8,132) (8)
(597) 0 2
2,207 (8,132) (6)
3,350 158,550 30,913
2,237 148,391 30,719
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
23 Investments in Group enterprises
Cost, 1 January 0 0 2,114,693 1,301,343
Additions for the year 0 0 34,393 813,350
Disposals for the year 0 0 0 0
Cost, 31 December 0 0 2,149,086 2,114,693
Impairment, 1 January 0 0 0 0
Impairment losses for the year 0 0 (141,496) 0
Impairment, 31 December 0 0 (141,496) 0
Carrying amount, 31 December 0 0 2,007,590 2,114,693
Ownership interest
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Capinordic Bank A/S, Gentofte, Denmark 100% 100% 1,202,534 1,202,534
Nordisk Fondservice AB, Umeå, Sweden *100% 100% 311,982 276,961
Monetar Pensionsförvaltning AB, Stockholm, Sweden 100% 100% 215,727 215,727
Capinordic Capital Fondsmæglerselskab A/S, Copenhagen, Denmark 100% 100% 59,059 139,993
Dansk O.T.C. Fondsmæglerselskab A/S, Horsens, Denmark 100% 100% 40,000 87,012
Aktie- & Valutainvest ApS, Hellerup, Denmark 100% 100% 86,604 86,604
CSV Invest ApS, Gentofte, Denmark 100% 100% 48,511 62,061
Unitfond AB, Helsingborg, Sweden *0% 100% 0 35,021
Capinordic Asset Management AB, Stockholm, Sweden 100% 100% 8,274 8,274
Capinordic Property Management A/S, Gentofte, Denmark 100% 100% 506 506
Nordic Brokers Association AB, Stockholm, Sweden 53% 0% 8,014 0
Bio Fund Management OY, Helsinki, Finland 99% 0% 26,379 0
Investments in Group enterprises 2,007,590 2,114,693

* Nordisk Fondservice AB and Unitfond AB merged during the financial year with Nordisk Fondservice AB as the continuing company.

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
24 Intangible assets
Breakdown of carrying amount, 31 December:
Goodwill 593,703 733,519 0 0
Marketing-related intangible assets 2,215 3,751 0 0
Customer-related intangible assets 287,526 504,332 0 0
Contract-based intangible assets 30,008 23,895 9,240 0
Technology-based intangible assets 19,546 20,225 0 0
Carrying amount, 31 December 932,998 1,285,722 9,240 0

24 Intangible assets (continued)

Intangible assets comprise acquired intangible assets only.

At 31 December 2008, Management tested the carrying amount of intangible assets for impairment, including goodwill deriving from completed business combinations.

The recoverable amount is based on the value in use as fixed by the application of expected earnings (EBTDA) and net cash flow based on budgets and forecasts for the years 2009 to 2013, approved by Management. Budgets and forecasts are based on specific assumptions for the individual cash-generating units.

The budgets and forecasts prepared are based on historical data, the expected future business development and other assumptions deemed by Management to be acceptable; however, in the nature of things, such assumptions are uncertain and unpredictable. The assumptions may be incomplete or inaccurate, and unexpected events or circumstances may occur. The enterprise is also subject to risks and uncertainties that may result in deviations between actual results and estimates. Special risks for the Group are discussed in the 'Management's review'.

A five-year budget period and a terminal period have been applied. An individually fixed discount rate before tax of between 11.6% and 16.19% has been applied for discounting to net present value. Supplementary sensitivity analyses have been made of the assumptions applied to support the carrying amount of intangible assets in case of material changes to the assumptions.

In the nature of things, such forecasts are subject to some uncertainty. Please refer to note 1 for a description thereof.

The Group's future earnings depend to some degree on international capital market developments. In view of the still unstable and uncertain capital markets, the Group has adjusted the impairment tests applied to intangible assets, resulting in the following impairment of goodwill and customer-related intangible assets:

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
Capinordic Bank A/S (business segment banking) 130,065 0 0 0
Capinordic Capital Fondsmæglerselskab A/S (business segment asset management) 78,133 0 0 0
Dansk O.T.C. Fondsmæglerselskab A/S (business segment banking) 51,282 0 0 0
CSV Invest ApS (business segment banking) 13,550 0 0 0
Impairment losses for the year
p
y
273,030
,
0 0 0
Goodwill
Cost, 1 January 733,519 282,638 0 0
Additions for the year 0 0 0 0
Additions for the year deriving from business combinations 1,786 459,658 0 0
Disposals for the year 0 0 0 0
Foreign currency translation adjustments (40,019) (8,777) 0 0
Cost, 31 December 695,286 733,519 0 0
Accumulated impairment, 1 January 0 0 0 0
Impairment losses for the year (101,583) 0 0 0
Accumulated impairment, 31 December (101,583) 0 0 0
Carrying amount, 31 December 593,703 733,519 0 0
Group Parent Company
24 Intangible assets (continued) 31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
Goodwill has been allocated to the following cash-generating units:
Capinordic Bank A/S 302,995 280,892 0 0
Unitfond AB 0 18,949 0 0
Capinordic Property Management A/S 13,555 13,555 0 0
CSV Invest ApS 0 13,550 0 0
Capinordic Capital Fondsmæglerselskab A/S 25,075 93,345 0 0
Dansk O.T.C. Fondsmæglerselskab A/S 0 41,866 0 0
Private Financial Services* 215,520 0 0 0
Nordisk Fondservice AB 0 130,905 0 0
Monetar Pensionsförvaltning AB 0 140,441 0 0
Capinordic Asset Management AB 34,770 16 0 0
Bio Fund Management OY 1,788 0 0 0
Non-allocated (the Capinordic Group) 0 0 0 0
Carrying amount, 31 December 593,703 733,519 0 0

* Private Financial Services consists of the companies Nordisk Fondservice AB and Monetar Pensionsförvaltning AB.

Earnings growth in terminal
Assumptions applied for cash-generating units: Discount rates period
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Capinordic Bank A/S 12.17% 8.82% 2.00% 2.00%
Unitfond AB - 8.72% - 2.00%
Capinordic Property Management ApS 11.71% 12.82% 2.00% 2.00%
CSV Invest ApS - 11.82% - 2.00%
Capinordic Capital Fondsmæglerselskab A/S 16.19% 14.70% 2.00% 2.00%
Dansk O.T.C. Fondsmæglerselskab A/S - 12.07% 2.00% 2.00%
Private Financial Services 12.20% - 2.00% -
Nordisk Fondservice AB - 11.72% 2.00% 2.00%
M
Monetar Pensionsförvaltning AB
t
P
i

lt i
AB
- 12 22%
12.22%
2 00%
2.00%
2.00%
2 00%
Capinordic Asset Management AB 12.27% - 2.00% -
Bio Fund Management OY 11.60% - 2.00% -
Non-allocated (the Capinordic Group) - - 2.00% 2.00%
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
24 Intangible assets (continued) DKK'000 DKK'000 DKK'000 DKK'000
Marketing-related intangible assets
Cost, 1 January 6,367 2,000 0 0
Additions for the year 0 0 0 0
Additions for the year deriving from business combinations 798 4,434 0 0
Disposals for the year 0 0 0 0
Foreign currency translation adjustments (326) (67) 0 0
Cost, 31 December 6,839 6,367 0 0
Accumulated impairment, 1 January 0 0 0 0
Impairment losses for the year (594) 0 0 0
Foreign currency translation adjustments 0 0 0 0
Accumulated impairment, 31 December (594) 0 0 0
Accumulated amortisation, 1 January (2,616) 0 0 0
Amortisation for the year (1,571) (2,625) 0 0
Foreign currency translation adjustments 157 9 0 0
Accumulated amortisation, 31 December (4,030) (2,616) 0 0
Carrying amount, 31 December 2,215 3,751 0 0
To be amortised over 0-5 years 0-5 years 0-5 years 0-5 years

Marketing-related intangible assets comprise trademarks rights, name rights, domain names, non-competition clauses, etc.

Customer-related intangible assets

Cost, 1 January 543,681 250,729 0 0
Additions for the year 0 0 0 0
Additions for the year deriving from business combinations 21,210 299,669 0 0
Disposals for the year 0 0 0 0
Foreign currency translation adjustments (33,564) (6,717) 0 0
Cost, 31 December 531,327 543,681 0 0
Accumulated impairment, 1 January 0 0 0 0
Impairment losses for the year (168,853) 0 0 0
Foreign currency translation adjustments 0 0 0 0
Accumulated impairment, 31 December (168,853) 0 0 0
Accumulated amortisation, 1 January (39,349) (10,115) 0 0
Amortisation for the year (39,002) (29,457) 0 0
Foreign currency translation adjustments 3,403 223 0 0
Accumulated amortisation, 31 December (74,948) (39,349) 0 0
Carrying amount, 31 December 287,526 504,332 0 0
To be amortised over
To be amortised
6-17 years
6-17
10-17 years
10-17
10-17 years
10-17
10-17 years
10-17

Customer-related intangible assets comprise customer relationships, etc.

31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
1,266
14,246 0 11,496 0
0
0
(218) (48) 0 0
50,216 36,188 12,762 1,266
0 0 0 0
0
0 0 0 0
(2,000) 0 0 0
(1,266)
0
(18,208) (12,293) (3,522) (1,266)
30,008 23,895 9,240 0
0-10 years 0-10 years 0-5 years 0-5 years
0
0
0
0
0
(2,723) (515) 0 0
28,431 25,154 0 0
(4,929) 0 0 0
0 (822) 0 0
(5,235) (4,175) 0 0
769 0 0 0
510 68 0 0
(8,885) (4,929) 0 0
19,546 20,225 0 0
31.12.2008
36,188
0
0
(2,000)
(12,293)
(5,915)
25,154
0
5,941
846
(787)
Group
31.12.2007
21,411
14,825
0
0
(4,766)
(7,527)
0
8,129
1,670
15,870
0
Parent Company
31.12.2008
1,266
0
0
0
(1,266)
(2,256)
0
0
0
0
0

Technology-based intangible assets comprise computer software etc.

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
25 Property, plant and equipment DKK'000 DKK'000 DKK'000 DKK'000
Breakdown of carrying amount, 31 December:
Property
21,105 0 0 0
Plant and equipment 10,902 10,251 741 973
Carrying amount, 31 December 32,007 10,251 741 973
Property
Cost, 1 January 0 0 0 0
Additions for the year 21,315 0 0 0
Additions for the year deriving from business combinations 0 0 0 0
Disposals for the year 0 0 0 0
Foreign currency translation adjustments 0 0 0 0
Cost, 31 December 21,315 0 0 0
Accumulated depreciation, 1 January 0 0 0 0
Depreciation for the year (210) 0 0 0
Depreciation of assets sold/discontinued 0 0 0 0
Foreign currency translation adjustments 0 0 0 0
Accumulated depreciation, 31 December (210) 0 0 0
Carrying amount, 31 December 21,105 0 0 0
Plant and equipment q p
Cost, 1 January 20,083 19,389 1,600 1,837
Correction relating to previous years 0 (8,296) 0 0
Additions for the year deriving from business combinations
Additions for the year
5,811
449
7,907
2,019
231
0
105
0
Disposals for the year (379) (803) 0 (342)
Foreign currency translation adjustments (631) (133) 0 0
Cost, 31 December 25,333 20,083 1,831 1,600
Accumulated foreign currency translation adjustments, 1 January 0 (133) 0 (137)
Correction relating to previous years 0 (4) 0 0
Foreign currency translation adjustments 0 137 0 137
Accumulated foreign currency translation adjustments, 31 December 0 0 0 0
Accumulated depreciation, 1 January (9,832) (4,790) (627) (392)
Correction relating to previous years 0 993 0 0
Depreciation for the year (5,055) (6,439) (463) (440)
Depreciation of assets sold/discontinued 96 340 0 205
Foreign currency translation adjustments 360 64 0 0
Accumulated depreciation, 31 December (14,431) (9,832) (1,090) (627)
Carrying amount, 31 December 10,902 10,251 741 973
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
26 Deferred tax
Deferred tax, 1 January 154,886 74,678 8,888 (408)
Tax relating to previous years (817) 780 0 148
Adjustment for the year (111,083) (11,564) (16,861) 9,148
Deferred tax relating to business combinations 4,383 90,992 0 0
Write-down to fair value (11,096) 0 0 0
Deferred tax 36,273 154,886 (7,973) 8,888
Breakdown of deferred tax:
Intangible assets 83,285 143,877 (341) (226)
Property, plant and equipment (261) 1,507 36 15
Securities etc (2,165) 10,050 3,302 9,099
Current assets (12,190) 0 (10,970) 0
Share option programme 0 0 0 0
Payables (565) (548) 0 0
Tax losses (31,831) 0 0 0
Deferred tax 36,273 154,886 (7,973) 8,888
Deferred tax in the financial statements
Deferred tax (liability) 83,757 154,886 0 8,888
Deferred tax (other assets) (47,484) 0 (7,973) 0
Deferred tax 36,273 154,886 (7,973) 8,888

The year 2008 was characterised by unusual events, which were the main reason for the tax loss. Recognition of the deferred tax asset is based on the Group's The year 2008 was characterised by unusual which were the main reason for the tax Recognition of the deferred tax asset is based on the Group s forecasts and budgets, according to which the tax loss realised can be utilised to reduce future years' tax payments.

27 Assets held for sale

Cost, 1 January
Additions for the year
Disposals for the year
65,594
55,232
(38,793)
0
65,594
0
10,194
0
0
0
10,194
0
Cost, 31 December 82,033 65,594 10,194 10,194
Accumulated value adjustments, 1 January
Other value adjustments
0
(1,463)
0
0
0
0
0
0
Accumulated value adjustments, 31 December (1,463) 0 0 0
Carrying amount, 31 December 80,570 65,594 10,194 10,194

Assets held for sale are assets acquired for the purpose of sale.

This item includes assets held for more than one year, which is due to current market conditions. They are expected to be sold within one year.

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
28 Other assets DKK'000 DKK'000 DKK'000 DKK'000
Other various debtors 160,984 133,873 0 0
Other assets 8,759 40,692 11,703 17,443
Interest and commission receivable 6,719 12,145 0 0
Other assets 176,462 186,710 11,703 17,443
Breakdown:
Current assets 176,462 186,710 11,703 17,443
Non-current assets 0 0 0 0
Other assets 176,462 186,710 11,703 17,443
29 Prepayments
Other prepayments 24,073 16,521 2,927 1,444
Prepayments 24,073 16,521 2,927 1,444
Breakdown:
Current prepayments 24,073 16,521 2,927 1,444
Non-current prepayments 0 0 0 0
Prepayments 24,073 16,521 2,927 1,444
30 Payables to credit institutions and central banks
Payables to central banks on demand
Payables to credit institutions on demand
6,895
55,911
49,917
489,255
0
49,838
0
81,042
Payables to credit institutions and central banks 62,806 539,172 49,838 81,042
Breakdown:
Current payables to credit institutions and central banks 56,806 539,172 49,838 81,042
Non-current payables to credit institutions and central banks 6,000 0 0 0
Payables to credit institutions and central banks 62,806 539,172 49,838 81,042
31 Deposits
On demand 439,544 322,767 39,809 0
Deposits at notice 57,620 0 0 0
Time deposits 599,479 376,106 0 50,448
Special deposits 24,864 21,797 0 0
Deposits 1,121,507 720,670 39,809 50,448
Breakdown:
Current deposits
Non-current deposits
1,100,918
20,589
720,174
496
39,809
0
50,448
0
Deposits 1,121,507 720,670 39,809 50,448
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
32 Other liabilities DKK'000 DKK'000 DKK'000 DKK'000
Payables to consolidated companies 0 0 2,757 0
Various creditors 7,403 11,977 2,297 0
Unclaimed dividends/interest on guarantee capital from previous years 533 0 0 0
Lease obligations 0 33 0 0
Interest and commission payable 484 0 0 0
Other expenses payable 41,058 70,234 3,043 11,258
Other liabilities 49,478 82,244 8,097 11,258
Breakdown:
Other current liabilities 49,478 82,244 8,097 11,258
Other non-current liabilities 0 0 0 0
Other liabilities 49,478 82,244 8,097 11,258
33 Deferred income
Prepaid interest and commission
Other deferred income
0
33,911
1,275
18,511
0
0
1,275
0
Deferred income 33,911 19,786 0 1,275
Breakdown:
Current deferred income 33,911 19,786 0 1,275
Non-current deferred income 0 0 0 0
Deferred income 33,911 19,786 0 1,275
34 Other provisions
Provisions, 1 January
Adjustment for the year
41
1,427
951
(910)
0
0
951
(951)
Other provisions 1,468 41 0 0
35 Earnings per share
Net profit (loss) for the year (418,947) 80,161
Share of consolidated profit attributable to minority interests 31 0
Share of net profit (loss) for the year attributable to the Capinordic Group (418,978) 80,161
Average number of shares
Average number of shares 118,890 105,471
Average number of treasury shares (2,069) (930)
Average number of shares outstanding 116,821 104,541
Average dilutive effect of outstanding share options 3,753 1,128
Average number of shares outstanding, diluted 120,574 105,669
Earnings per share (EPS) of DKK 0.50 (3.59) 0.77
Diluted earnings per share (EPS-D) of DKK 0.50 (3.59) 0.76
Dividends per share 0.00 0.00

Share options issued in 2006 are not included in the calculation at year- ti i d i 2006 t i ldd i th l l ti t end 2007 and 2008 as the share options have no dilutive effect. The share option d 2007 d 2008 th h ti h dil ti ff t Th h ti s may have a dilutive effect in future. Please refer to the description of share option programmes under 'Shareholder information' in the 'Management's review'.

36 Treasury shares

The Capinordic Group had a holding of 3,664,885 shares in Capinordic A/S at 31 December 2008. The net addition for 2008 totalled 1,817,427 treasury shares, and the market value at 31 December 2008 was DKK 11m. In 2007, a net total of 1,847,458 treasury shares were acquired.

37 Charges and collateral

The Parent Company has provided a payment guarantee of DKK 35m and a letter of indemnity of DKK 55m.

The Group has deposited securities of a carrying amount at 31 December 2008 of DKK 51m as security for balances with banks.

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
38 Other financial liabilities and contingent liabilities
Other financial liabilities
Leases (minimum payments):
Due within 1 year 6,728 4,357 0 0
Due within 1-5 years 20,031 16,754 0 0
Due after 5 years 10,363 18,742 0 0
Total 37,122 39,853 0 0
Lease expenses charged to the income statement 7,063 5,541 0 0

Rental obligations relating to leased premises run for 8 years.

Contingent liabilities

The Gro p is not a part to an pending la s its other than pending enforcement proceedings instit ted b the Gro p The Compan is a part to some disp tes The Group is not a party to any pending lawsuits other than pending enforcement proceedings instituted by the Group. The Company is a party to some disputesand has obtained legal assistance in that connection. The Company expects no loss to the Company from the outcome of the disputes [any potential loss has been incorporated into the valuation basis of the relevant assets and liabilities]. The expectation is supported by the legal opinions received.

39 Guarantees

Total 175,053 275,867 0 0
Issue guarantees 12,150 43,634 0 0
Transfer of Banks and Savings Banks 36,053 0 0 0
Loss guarantee to the Danish Contingency Committee for Winding Up and
Financial guarantees 83,384 0 0 0
Irrevocable credit commitments 43,466 232,233 0 0

40 Events after the balance-sheet date

Please refer to the Management's review for a description of post-period events.

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
41 Financial instruments recognised
Loans and advances
Cash and demand deposits with central banks 42,810 46,064 0 0
Receivables from credit institutions and central banks 574,074 475,744 1,863 40,330
Loans and advances 921,902 1,262,407 196,171 134,541
Other assets 176,462 186,710 11,703 17,443
Loans and advances 1,715,248 1,970,925 209,737 192,314
Financial assets available for sale
Bonds at fair value 0 49,867 0 0
Shares, etc 106,632 126,463 2,856 2,564
Financial assets available for sale 106,632 176,330 2,856 2,564
Financial assets at fair value recognised in the income statement
Shares etc 43,187 196,789 0 0
Bonds at fair value 63,068 4,965 0 0
Investments in portfolio enterprises 100,866 81,806 60,052 81,806
Financial assets at fair value recognised in the income statement 207,121 283,560 60,052 81,806
Other liabilities
Payables to credit institutions and central banks 62,806 539,172 49,838 81,042
Deposits
1,121,507
507
720
720,670
39,809 50,448
Other liabilities 49,478 82,244 8,097 11,258
Other liabilities 1,233,791 1,342,086 97,744 142,748

The fair value of loans is presumed to be lower than the carrying amount, but due to current market conditions it is difficult to measure it.

The fair value of other financial instruments recognised largely equals the carrying amount.

Recognised capital gains and losses on financial instruments

Recognised capital gains and losses on financial instruments (83,825) 38,224 (3,979) 45,272
Financial assets available for sale
Market value adjustment taken to equity
Reclassified gains and losses from equity to income statement
(28,474)
(26,989)
(15,748)
0
(1,093)
0
(69)
0
Trading portfolio
Portfolio investments
(25,958)
(2,404)
12,322
41,650
18,868
(21,754)
2,946
42,395
Financial assets at fair value through results

42 Credit risk

The Group is exposed to credit risks relating to the following balance-sheet and non-balance-sheet items. Reference is made to the section on 'Credit risk' in the Management's review for a description of the origin and management of credit risks.

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
Balance-sheet items
Cash and demand deposits with central banks 42,810 46,064 0 0
Receivables from credit institutions and central banks 574,074 475,744 1,863 40,330
Loans and advances 921,902 1,262,407 196,171 134,541
Other assets 176,462 186,710 11,703 17,443
Non-balance-sheet items
Irrevocable credit commitments 43,466 232,233 0 0
Financial guarantees 83,384 0 0 0
Loss guarantee to the Danish Contingency Committee for Winding Up and
Transfer of Banks and Savings Banks 36,053 0 0 0
Other guarantees 12,150 43,634 0 0
Total 1,890,301 2,246,792 209,737 192,314

At year-end 2008, the Group had deposited DKK 616.9m with other credit institutions. More than 90 per cent of the funds deposited are placed with Danmarks Nationalbank or with credit institutions which are members of the Danish Contingency Committee for Winding Up and Transfer of Banks and Savings Banks and thereby comprised by the Danish State Guarantee Scheme. The remainder is placed with foreign banks with a high credit rating.

43 Concentration of credit risk

Breakdown of credit risks on loans and advances by sectors and industries Increase (%), Group Increase (%), Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Finance and investment 40% 25% 92% 70%
Property 33% 22% 8% 30%
Industri and production 1% 1% 0% 0%
Trade and service 6% 5% 0% 0%
Infrastructure 8% 17% 0% 0%
Other 4% 0% 0% 0%
Private 8% 30% 0% 0%

The exposure to an individual customer or a group of related customers may not exceed 25% of the consolidated capital base after deduction of particularly secure claims, see section 145 of the Danish Financial Business Act. In addition, the total amount of exposures which exceed 10% of the capital base after deduction of particularly secure claims may not exceed 800% of the capital base. The Group must report the utilisation of these rules to the Financial Supervisory Authority once every quarter.

Total..................................................................................................................................... 100% 100% 100% 100%

At 31 December 2008, the Group's credit exposure to commitments amounting to 10% or more of the base capital was DKK 375m, corresponding to 45% of the Group's base capital.

44 Classification of customers

The Group follows up on a continuous basis on all its exposures to credit facilities granted. This ongoing follow-up contributes to ensuring that any negative trends will be identified as quickly as possible, thereby minimising the risk of losses. The monitoring comprises both analyses of the financial situation and conduct of the individual customer. This information forms the basis of the risk classification, which is given to the individual customer and subsequently updated/maintained on an ongoing basis.

Credit scoring of Group customers is managed by the Credit Department, but made on the basis of data collected by the individual account manager, which is then processed and entered into the credit scoring model of the Group. The model is made as a statistical calculation on the basis of the data entered showing the probability that the customer will fail to meet its liabilities to the Group.

The model used has seven credit grades as well as a category of bankrupt. The top four grades cover exposures characterised as being from "Good" to "Extremely Strong". The lower three grades cover exposures with less good credit rating. Particularly the two lowest grades contain high-risk loans and loans in default. A high-risk loan need not imply an increased risk of loss because it may be hedged by collateral compensating for the risk.

Classification of customers, grades Probability of default * Probability of default *
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Extremely Strong (A+) 0.10% 0.04% 0.10% 0.04%
Very Strong (A) 0.21% 0.10% 0.21% 0.10%
Strong (A-) 0.40% 0.26% 0.40% 0.26%
Good (B+) 1.59% 0.52% 1.59% 0.52%
Marginal (B) 7.60% 1.91% 7.60% 1.91%
Weak (B-) 22.40% 9.70% 22.40% 9.70%
Extremely weak (C) 92.61% 25.70% 92.61% 25.70%
Defaulted (D) 100.00% 100.00% 100.00% 100.00%

* The average probability of default expresses the probability of the default of an exposure with a given rating.

Classification of customers, percentage breakdown Probability of default * Probability of default *
31.12.2008 31.12.2007 31.12.2008 31.12.2007
Extremely Strong (A+) 0.00% 0.00% 0.00% 0.00%
Very Strong (A) 4.47% 18.50% 0.00% 0.00%
Strong (A-) 2.02% 27.36% 0.00% 0.00%
Good (B+) 20.08% 23.48% 84.92% 70.00%
Marginal (B) 13.43% 27.70% 0.00% 30.00%
Weak (B-) 17.16% 2.96% 0.00% 0.00%
Extremely weak (C) 31.25% 0.00% 7.65% 0.00%
Defaulted (D) 11.59% 0.00% 7.43% 0.00%

It should be emphasised that an exposure with a customer rated C does not necessarily imply that the Group has a greater risk of loss than an exposure with a customer rated higher. An exposure with a customer rated C will thus imply compensation in the form of higher collateral from the customer and a higher interest rate in favour of the Group. Therefore, there is not necessarily any correlation between the customer's rating and the quality of the exposure.

Collateral received

Loans, advances and collateral are subject to ongoing assessment, and if relevant the Group applies any options available to reduce the risk on the Group's total lending activities. Collateral mainly consists of charges on listed securities and mortgages on real property, letters of indemnity and cash deposits. The Group also makes use of guarantees and charges on movable property and chattel mortgages. The Group takes into account the uncertainty related to computation of the value of the collateral by reducing the value by haircuts applied to the individual asset categories. The uncertainty is computed manually for types of collateral for which no model for valuation of the collateral is available.

Overdue loans and loans in default.

In H2 2008, the Group was hit by the international financial crisis, which has affected the quality of the loan portfolio. The Group thus assessed that it was necessary to make individual writedowns for impairment totalling DKK 203m.

At the balance-sheet date, the Group had no substantial overdue exposures that had not been written down for impairment.

45 Liquidity risks, by time-to-maturity

Management's review has a section on 'Liquidity risk' describing the origin and management of liquidity risks.

Group 2008 Payables to credit
central banks
Deposits and
institutes and other payables
Other
liabilities
Total
Due within 0-3 months 56,806 1,042,323 83,963 1,183,092
Due within 3-12 months 0 58,595 10,470 69,065
Due within 1-5 years 0 1,867 1,528 3,395
Due after 5 years 6,000 18,722 0 24,722
Non-allocated 0 0 0 0
Total financial liabilities 62,806 1,121,507 95,961 1,280,274

The Group has adequate demand deposits to honour its liabilities.

Payables to credit Deposits and Other Total
institutes and other payables liabilities
Group 2007 central banks
Due within 0-3 months 539,172 719,466 309,662 1,568,300
Due within 3-12 months 0 708 32,276 32,984
Due within 1-5 years 0 496 1,260 1,756
Due after 5 years 0 0 0 0
Non-allocated 0 0 0 0
Total financial liabilities 539,172 720,670 343,198 1,603,040
Parent Company 2008 Payables to credit
central banks
Deposits and
institutes and other payables
Other
liabilities
Total
Due within 0-3 months 49,838 39,809 8,097 97,744
Due within 3-12 months 0 0 0 0
Due within 1-5 years 0 0 0 0
Due after 5 years 0 0 0 0
Non-allocated 0 0 0 0
Total financial liabilities 49,838 39,809 8,097 97,744
Parent Company 2007 Payables to credit
central banks
Deposits and
institutes and other payables
Other
liabilities
Total
Due within 0-3 months 81,042 50,448 11,572 143,062
Due within 3-12 months 0 0 0 0
Due within 1-5 years 0 0 0 0
Due after 5 years 0 0 0 0
Non-allocated 0 0 0 0
Total financial liabilities 81,042 50,448 11,572 143,062

46 Market risks

The Group assumes different kinds of market risks, including interest risk, currency risk and share risk, in connection with trades and placements.

The Group uses a parametric variance-covariance value-at-risk matrix for calculating the market risk. This method is recognised as a well-documented and good method for calculating the market risk. Most of the positions of the Bank are conventional types of assets. As regards conventional assets, the market prices are used to calculate risk. As regards non-conventional products, delta equivalent cash flows are applied.

The model is based on historical data retrieved from the Group's systems. All the historical data available to the Group have been used for estimation of the model. Reference is made to the section on 'Market risks' in the Management's review for a description of the origin and management of market risks.

At the end of 2008, the aggregate value-at-risk (VaR) of the Group totalled: (The VaR is based on a confidence interval of 99% for a 10-day holding)

Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
Market risks (VaR)
Share 16,090 20,895 7,279 11,060
Foreign currency 90 816 0 0
Interest rate 1,821 411 0 0
Diversification (2,308) (900) 0 0
Total 15,693 21,222 7,279 11,060
47 Cash flow statement – adjustments
Interest received (103,658) (81,613) (1,001) (19,504)
Interest paid 38,677 24,998 6,340 7,662
Dividends received
received
(1 558)
(1,558)
(205)
(205)
(145 000)
(145,000)
0
0
Other adjustments 4,091 0 0 0
Cash flow statement – adjustments (62,448) (56,820) (139,661) (11,842)

48 Differences in amounts disclosed in the Annual Report prepared in accordance with IFRS and the report to the Danish Financial Supervisory Authority

Please see the differential amounts pursuant to section 8 of the Executive Order on the Application of International Financial Reporting Standards for Companies Falling within the Danish Financial Business Act on the Company's website www.capinordic.com.

49 Foreign exchange key Average exchange rate Exchange rate on balance
sheet date
2008 2008 31.12.2008 31.12.2007
EUR 745.60 745.06 745.06 745.66
GBP 939.73 1,089.81 764.79 1,014.78
NOK 91.02 92.99 75.72 93.51
SEK 77.73 80.57 68.04 78.92
USD 509.86 544.56 528.49 507.53
Group
31.12.2007 31.12.2008
DKK'000 DKK'000
Net interest and fee income 373,734 307,174
Market value and translation adjustments (55,351) 53,972
Staff costs and administrative expenses 272,801 212,165
Losses on loans and advances 206,097 3,472
Profit (loss) from investments in associates (19,915) (2,207)
Net profit (loss) for the year (418,947) 80,161
Loans and advances 921,902 1,262,407
Equity 1,797,220 2,304,150
Total assets 3,179,940 3,849,670
Risk-weighted assets, total 1,822,807 2,124,470
RATIOS
Capital base relative to minimum capital requirement 22.48 27.23
Capital adequacy ratio 45.95 47.80
Core capital ratio 45.13 47.80
Return on equity before tax (22.69) 5.22
Return on equity after tax (18.54) 4.09
Income/cost ratio (DKK) 0.37 1.39
Interest rate exposure (%) (0.15) 0.07
Currency position (DKK'000) 4,250 15,020
Foreign currency exposure (%) 0.52 1.48
Loans/deposits ratio 1.01 1.76
Loans and advances to equity ratio 0.63 0.55
Lending growth rate for the year (26.97) 186.72
Excess coverage relative to statutory cash requirement 427.21 316.36
Sum of major commitments 0.45 0.67
Lending impairment rate 15.82 0.00
RATIOS FOR LISTED COMPANIES
Earnings per share basic (EPS Basic) (3.59) 0.77
Equity value per share 15.60 19.69
Dividends per share 0.00 0.00
Price/earnings per share (0.83) 27.66
Price/equity value per share 0.19 1.10
Group Parent Company
31.12.2008 31.12.2007 31.12.2008 31.12.2007
DKK'000 DKK'000 DKK'000 DKK'000
51 Related parties
All transactions with related parties are made on an arm's length basis.
Related parties with significant influence over Capinordic A/S
No shareholder had a significant interest in Capinordic A/S during the financial year.
The following transactions were made between Capinordic A/S and related parties during the financial year:
Related parties with significant influence
Fee and commission income 0 8,847 0 0
Group companies
Purchase of services 0 0 0 2,103
Interest income 0 0 6,851 7,058
Interest expenses 0 0 2,929 2,698
Other operating income 0 0 16,162 10,311
Purchase of services 0 0 1,476 4,166
Purchase of shares 0 0 11,794 35,698
Sale of shares 0 0 10,202 0
Receivables from credit institutions and central banks 0 0 1,736 0
Loans and advances 0 0 166,597 134,372
Other assets 0 0 11,447 6,028
Payables to credit institutions and central banks 0 0 0 35,300
Other liabilities 0 0 2,449 0
Associates
Purchase of services 180 226 180 0
Interest expenses 0 8 0 0
Fee and commission income 0 9,350 0 0
Executive or Supervisory Board and companies cont
p
y
p
rolled by Executive or Supervisory Board members
y
p
y
Interest income 10,560 11,324 0 0
Interest expenses 9,450 2,927 0 0
Fee and commission income 21,920 24,302 0 4,389
Other operating income 0 240 0 240
Purchase of services 450 4,992 0 0
Purchase of shares 118,289 6,570 0 6,570
Sale of shares 154,132 162,350 0 70,300
Loans and advances 0 173,063 0 0
Other assets 0 14,079 0 0
Deposits 41,270 206,119 0 0
Other liabilities 0 200 0 0
Securities 87,843 0 0 0

All deposits, loans and advances have been granted on an arm's length basis against suitable security and at an interest rate in conformity with the market rate.

Fee and commission income relates to payment for services provided in connection with the issuance of shares, custody fees, market maker agreements, etc.

The purchase and sale of shares with companies controlled by members of the Executive and Supervisory Boards concern the trading in shares and other instruments by NCom A/S and HFI-Invest A/S arranged for in connection with Investment Banking assignments.

For further details about additions and disposals of investments in associates and Group enterprises, please see notes 22 og 23.

Other than the above, no transactions have been made with members of the Executive or Supervisory Board, executive employees, major shareholders, Group enterprises or other related parties in the course of the financial year except for intra-Group transactions that have been eliminated in the consolidated financial statements and usual remuneration to the Executive and Supervisory Boards.

52 Business segments

The Group has adjusted its organisation and business activities, structuring the Group into the following business areas: Banking, Private Financial Services and Asset Management, for which reason the segmentation is determined by the products.

Business segments 2008

Private
Financial
Asset Not Group
Income statement Banking Services Management allocated Elimination total
Net interest income 61,315 1,844 1,203 7,009 0 71,371
Share dividends, etc. 1,492 0 66 145,000 (145,000) 1,558
Fee and commission income 151,252 120,544 86,344 1,577 (9,606) 350,111
Fee and commission expenses (2,633) (49,806) (6,368) 0 9,501 (49,306)
Net interest and fee income 211,426 72,582 81,245 153,586 (145,105) 373,734
Market value and translation adjustments (54,276) 0 (1,651) 576 0 (55,351)
Other operating income 3,391 741 45 16,273 (15,245) 5,205
Net financials 160,541 73,323 79,639 170,435 (160,350) 323,588
Staff costs and administrative expenses (158,947) (46,009) (47,928) (35,281) 15,364 (272,801)
Losses on loans and advances (192,864) 0 0 (13,233) 0 (206,097)
Other operating expenses (4,045) 0 0 0 0 (4,045)
Profit before amortisation, depreciation,
impairment and tax (EBTDA) (195,315) 27,314 31,711 121,921 (144,986) (159,355)
Amortisation, depreciation and impairment of intangible assets,
property, plant and equipment
(227,710) (19,381) (83,748) (2,723) 0 (333,562)
Profit before tax (429,234) 7,933 (52,037) 105,492 (144,986) (512,832)

Balance sheet

Total assets 2,450,372 494,861 205,198 88,399 (58,890) 3,179,940
Total liabilities 1,252,610 92,804 30,007 58,838 (58,890) 1,375,369

52 Business segments (continued)

Business segments 2007

Banking Private
Financial
Services
Asset
Management
Not
allocated
Elimination Group
total
Income statement
Net interest income 52,834 624 60 6,563 0 60,081
Share dividends, etc. 186 0 19 0 0 205
Fee and commission income 181,817 77,666 18,627 0 (7,611) 270,499
Fee and commission expenses (5,297) (24,147) (28) 0 5,861 (23,611)
Net interest and fee income 229,540 54,143 18,678 6,563 (1,750) 307,174
Market value and translation adjustments 56,738 0 (1,817) (949) 0 53,972
Other operating income 6,623 1,024 18 11,621 (10,283) 9,003
Net financials 292,901 55,167 16,879 17,235 (12,033) 370,149
Staff costs and administrative expenses (140,365) (42,577) (15,709) (23,519) 10,005 (212,165)
Losses on loans and advances 0 0 0 (3,472) 0 (3,472)
Other operating expenses 0 0 0 0 0 0
Profit before amortisation, depreciation,
impairment and tax (EBTDA)
152,536 12,590 1,170 (9,756) (2,028) 154,512
Amortisation, depreciation and impairment of intangible assets,
property, plant and equipment (35,540) (13,342) (727) (440) 0 (50,049)
Profit before tax 116,996 (752) 443 (12,403) (2,028) 102,256

Balance sheet

Total assets 3,021,875 617,270 178,640 122,607 (90,722) 3,849,670
Total liabilities 1,416,026 110,610 15,494 93,904 (90,514) 1,545,520

Prices relating to inter-segment transfers of goods and services are fixed on an arm's length basis.

53 Information on business combinations

Capinordic Group acquired a number of enterprises in 2008. The table below discloses information concerning the acquired companies pursuant to the International Financial Reporting Standards (IFRS 3).

Enterprises acquired: Registered office Transfer
acquisition
Acquired
percentage of
voting rights
Cost
(DKK'000)
Consolidated
profit (loss) *
(DKK'000)
Bio Fund Management Oy Helsinki 27.02.2008 100.00% 26,379 (1,399)
Factor Insurance Brokers AB Stockholm 1.12.2008 100.00% 5,924 (57)

* Consolidated profit from the acquisition date to the balance-sheet date. If the companies taken over had been included in the consolidation for the entire accounting period, the total net interest and fee income of the Group would have amounted to DKK 376,313 thousand, and the profit after tax would have been DKK -416,192 thousand.

For a detailed description of the activities, etc., of the enterprises acquired, please see the Stock Exchange Announcements previously published.

Cost of enterprises acquired (DKK'000): Total cost
Quantity of
shares
Equity
instruments
Cash
payment
Other
costs, etc.
for business
combination
Bio Fund Management Oy * 419,739 6,422 18,641 1,316 26,379
Factor Insurance Brokers AB 0 0 5,924 0 5,924

* The purchase agreement on the acquisition of Bio Fund Management Oy comprises an earn-out. At 31 December 2008 it was assessed that this earn-out will not crystallise, and it is therefore not included in the cost.

The various agreements on acquisition of the individual companies determined both the subscription prices for and the number of shares in Capinordic A/S paid as consideration to the respective sellers.

In terms of company law, the new shares in Capinordic A/S were subscribed for at a price corresponding to the market price for shares in Capinordic A/S at the effective date of the individual agreements in accordance with the subscription price rules of the Danish Public Companies Act and in accordance with the authority of the Supervisory Board.

For accounting purposes, the cost of the respective business combinations is calculated at the acquisition date, and the value of equity instruments issued is calculated at the market price on the acquisition date. Therefore, the value calculated at the date of the agreement and the carrying amount at the acquisition date may differ.

53 Information on business combinations (continued)

Amounts recognised at acquisition date (DKK'000): Bio Fund Management Oy Factor Insurance Brokers AB
Value before Value at Value before Value at
business date of business date of
combination acquisition combination acquisition
Cash and
demand deposits with central banks 0 0 0 0
Receivables from credit institutions and central banks 5,173 5,173 0 0
Loans, advances and other receivables at amortised cost 0 0 0 0
Bonds at fair value 0 0 0 0
Shares, etc. 8,789 7,228 0 0
Investments in Group enterprises 0 0 0 0
Goodwill * 0 1,786 0 0
Other intangible assets 45 16,903 5,951 5,951
Property, plant and equipment 201 201 248 248
Current tax assets 0 0 0 0
Deferred tax assets 0 0 0 0
Other assets 6,404 6,404 4,112 4,112
Prepayments 0 0 407 407
Payables to credit institutions and central banks 0 0 0 0
Deposits and other payables 0 0 0 0
Current tax liabilities 75 75 0 0
Other liabilities 1,692 1,692 4,794 4,794
Deferred income 5,166 5,166 0 0
Provisions 0 4,383 0 0
Total acquisition price 26,379 5,924

* Goodwill for Bio Fund Management Oy was recognised at DKK 7,367 thousand in the published 2008 interim financial reports. In connection with the final allocation of the cost, an adjustment to other intangible assets has been made.

The allocation gives rise to the following comments:

Bio Fund Management Oy:

Bio Fund Management Oy is the portfolio manager of a number of life science venture funds. Through these venture funds, Bio Fund has invested in 47 companies, mainly in the Nordic countries, but also in the rest of Europe and North America. The acquisition of Bio Fund will make Capinordic a notable provider of life science investment products. Future collaboration with the other Group subsidiaries will enable Bio Fund to expand its existing business substantially, and the existing subsidiaries of the Group will be able to offer investments in the attractive life sciences market.

Factor Insurance Brokers AB:

The acquisition of Factor Insurance Brokers AB was assessed to imply a strengthening of the distribution within the sale of insurance policies for the Capinordic Group.

INFORMATION ABOUT CAPINORDIC

COMPANY INFORMATION

Name: Capinordic A/S Address: Strandvejen 58, P.O. Box 69 Postal code, city, country: 2900 Hellerup, Denmark Tel.: +45 8816 3000 Fax: +45 8816 3003 Website: www.capinordic.com E-mail: [email protected]

Central Business Register No.: 13 25 53 42 Date of foundation: 1 July 1989 Registered offi ce: Gentofte

Supervisory Board

  • Claus Ørskov, Chairman >
  • Lars Öijer, Deputy Chairman >
  • Frédéric de Mevius >
  • Ole Vagner >

Executive Board

Lasse Lindblad, CEO

Other Executive Offi cers

  • Brian Steffensen, Group CFO >
  • Eric Michelsen, Group COO >
  • Steen Jakobsen, Group CIO and Managing Director of the Business Area of Asset Management >
  • Anders Conradzon, Managing Director of the Business Area of Private Financial Services >
  • Henrik Juul, Managing Director of the Business Area of Banking >
  • Thomas Fjällström, CEO of Capinordic Asset Management AB >
  • Jesper Christiansen, CEO of Capinordic Capital Fondsmæglerselskab A/S >
  • Lars Riis-Kofoed, Treasurer of Capinordic A/S >

Auditors

PricewaterhouseCoopers Statsautoriseret Revisionsaktieselskab Strandvejen 44 2900 Hellerup Denmark

Financial calendar 2009

2008 Annual Report 23 March 2009 Annual General Meeting 21 April 2009 Q1 Interim Financial Report 13 May 2009 Q2 Interim Financial Report 18 August 2009 Q3 Interim Financial Report 17 November 2009

MANAGEMENT OF CAPINORDIC

SUPERVISORY BOARD

Claus Ørskov, Attorney, Chairman

Member of the Supervisory Board since 15 March 2005 Most recently re-elected in 2008.

Profi le

Claus Ørskov is an attorney entitled to appear before the Danish Supreme Court.

Member of the supervisory boards of:

  • Aktieselskabet af 01.09.1979 >
  • Aktieselskabet Hemiba >
  • Aktieselskabet Nordsjællands Ejendoms- Aktie- Fondsog Financieringsselskab >
  • CHA Furniture A/S >
  • HTI-Import og Handel A/S >
  • ICG Holding A/S >
  • Investerings-aktieselskabet Ryba >
  • Irlund Invest A/S >
  • ITH Finans A/S >
  • ITH Træindustri A/S >
  • Puget-Vergie A/S >
  • Renewagy A/S >
  • Scandinavian Securities A/S >
  • Capee Holding Danmark A/S >

Foreningen Capinordic Europæiske Ejendomme F.M.B.A. >

Member of the executive boards of:

  • Aktieselskabet Nordsjællands Ejendoms- Aktie- Fondsog Financieringsselskab, CEO >
  • Investerings-aktieselskabet Ryba, CEO >
  • Aktieselskabet Hemiba, CEO >
  • Irlund Invest A/S, CEO >

Lars Öijer, Deputy Chairman Member of the Supervisory Board since 9 August 2005 Most recently re-elected in 2008.

Profi le

Lars Öijer is a graduate of economics and business administration and has had a long career in the fi nancial sector in Sweden. He is a member of the supervisory boards of several Swedish companies and is not a member of the supervisory boards of any Danish companies other than Capinordic A/S and Capinordic Bank A/S.

Member of the supervisory boards of:

  • Helsingborgs Idrottsförening >
  • HIF Support AB >
  • HIF Service AB >
  • HIF Shoppen AB >
  • IP Olympia AB >
  • SGF Golfsystem AB >
  • Vasatorp Golfklubb >
  • Vasatorps Golf AB >
  • Öresundskraft Energi Trading AB >

Frédéric de Mevius Member of the Supervisory Board since 17 April 2008.

Profi le

Frédéric de Mevius holds a B.A. in Economics and, among other posts, has been a member of the Board of Directors of InBev NV/SA and Executive Director at Lehman Brothers in New York and London. Frédéric de Mevius is the CEO of Verlinvest S.A. and is currently mandated as director, managing director and/or member of the supervisory boards of a number of companies in which Verlinvest SA or one of its subsidiaries has invested. He is not a member of the supervisory boards of any Danish companies other than Capinordic A/S.

Mandated as director, managing director and/or member of the supervisory boards of:

  • SiegCo SA >
  • Verlinvest B.V >
  • Armonea SA >
  • Legsa SA >
  • All Market Inc. >
  • Hint Inc. >
  • Sambazon Inc. >
  • CDH Développement SA >
  • Orpar SA >

  • Spa & Salon International Limited >

  • Eugenie SA >
  • Eugénie Patri Sébastien SA >
  • HLF SPRL >
  • Le Domaine de la Falize SA >
  • Agrabio SPRL >
  • Duomos SPRL >
  • Fiwep SA >
  • Merifi n Europe SA >
  • Patria SA >

Ole Vagner

Member of the Supervisory Board since 20 June 2006. Most recently re-elected in 2008.

Profi le

Ole Vagner has had a comprehensive career in the fi nancial sector, including the position of Bank Manager of SJL-Banken/Almindelig Brand Bank. In addition, he is the founder and former Group CEO of Keops A/S.

Member of the supervisory boards of:

  • Center Syd A/S >
  • Copenhagen Residential A/S >
  • Domino, Norrköping A/S >
  • Handels- og Investeringsselskabet Hegedal A/S >

  • Helgstrand Dressage A/S >

  • HFI Holding A/S >
  • HFI-Invest A/S >
  • Højhuset Mørkhøj A/S >
  • Kefren A/S >
  • Kefren DK Holding I A/S >
  • Lomax A/S >
  • NCOM A/S >
  • Nordicom A/S >
  • Tellusborgvägen Holding A/S >
  • Timotejen Holding A/S >

Other positions

  • Handels- og Investeringsselskabet Hegedal A/S, CEO >
  • HFI Holding A/S, CEO >
  • HFI-Invest A/S, CEO >
  • Kefren A/S, CEO >
  • Kefren DK Holding I A/S, CEO >
  • NCOM A/S, CEO >
  • Tellusborgvägen Holding A/S, CEO >
  • Timotejen Holding A/S, CEO >
  • Vagner Holding A/S, CEO >

EXECUTIVE BOARD

Lasse Lindblad, CEO

Following a change in the group of shareholders at the end of 2004, Lasse Lindblad took up his position as CEO of the Capinordic Group and headed the subsequent reorganisation of Capinordic.

Lasse Lindblad is a graduate of fi nancing, and in addition to many years of experience from the fi nancial sector he has previously been the CEO of AntibodyShop A/S and Bio-Porto A/S. Most recently, he was the promoter of the Stock exchange listing and restructuring of Renewagy A/S, and as a member of the Supervisory Board of Colexon Energy AG he has contributed to the company's turn-around.

Member of the supervisory boards of:

  • Colexon Energy AG >
  • Renewagy A/S >
  • DKA Consult A/S >
  • FMT A/S >

SHARES AND OPTIONS HELD BY MANAGEMENT

Pursuant to section 28a of the Danish Securities Trading Act, Capinordic A/S has to report information on transactions in the Capinordic share by executive employees and related parties of such executive employees.

The holdings of shares and options in Capinordic A/S owned by members of the Supervisory and Executive Boards or companies under their management or control are stated in the table below.

Name 1 Jan. 2008 31 Dec. 2008 Options
Supervisory Board
Claus Ørskov 442,950 442,950 0
Lars Öijer 0 0 0
Frédéric de Mevius 8,927,270 11.881,700 0
Ole Vagner 8,765,700 11,881,700 0
Executive Board
Lasse Lindblad 6.611.787 6.611.787 112.250

COMPANY ANNOUNCEMENTS PUBLISHED IN 2008

Date Subject
2008-12-29 Financial Calendar Capinordic A/S: Financial calendar for the year 2009
2008-12-23 Insider transactions: Reporting of insider transactions in shares issued by Capinordic A/S
2008-12-22 Major shareholder announcements: Notice from Erik Damgaard Porteføljeinvest A/S
2008-12-22 Changes in Management/Auditors: Change of the Supervisory Board of Capinordic A/S
2008-12-09 Insider transactions: Reporting of insider transactions in shares issued by Capinordic A/S
2008-12-05 Insider transactions: Reporting of insider transactions in shares issued by Capinordic A/S
2008-11-25 Interim Financial Reports: Increased activity level and growth potential, but downward adjustment
as a result of fi nancial turbulence
2008-09-01 Major shareholder announcements: Notice from Steen Bryde
2008-08-27 Insider transactions: Company announcement No. 13/2008
2008-08-27 Major shareholder announcements: Notice concerning Capinordic A/S
2008-08-26 Interim Financial Reports: Capinordic's best quarter so far – in a market displaying a negative trend
2008-06-27 Company announcements: Capinordic Bank licensed to operate a branch in Sweden
2008-06-23 Insider transactions: Company announcement No. 10/2008
2008-05-20 Interim Financial Reports: Customer infl ow develops positively in negative market
2008-04-30 Articles of Association of 17 April 2008
2008-04-17 Changes in Management/Auditors: Frédéric de Mevius elected to the Supervisory Board of Capin
ordic A/S
2008-04-17 Minutes of Annual General Meeting: Agenda and proceedings
2008-04-09 Calls for general meetings: Agenda for Annual General Meeting of Capinordic A/S
2008-03-28 2007 Annual Report
2008-02-27 Company announcements: Acquisition of BioFund Management Oy is fi nal – one of the leading Nor
dic managers within the life sciences
2008-01-14 Changes in Management/Auditors: Change in the Executive Board of Capinordic A/S
2008-01-02 Insider transactions: Reporting of insider transactions in shares issued by Capinordic A/S
2008-01-02 Insider transactions: Reporting of insider transactions in shares issued by Capinordic A/S

ADDRESS LIST AND CONTACTS

Capinordic A/S

Strandvejen 58 P.O. Box 69 2900 Hellerup Denmark Tel.: +45 8816 3000 Fax: +45 8816 3003 [email protected] www.capinordic.com

Central Business Register No.: 13255342 VAT No.: DK13255342 Registered offi ce: Gentofte

Lasse Lindblad, CEO

Investor relations & Accounts: Brian Steffensen, Group CFO [email protected] Private Financial Services: Anders Conradzon, Managing Director

Monetar Pensionsförvaltning AB Strandvägen 5B 114 51 Stockholm Sweden Tel.: +46 (0)8 54 58 02 40 Fax: +46 (0)8 66 14 350 [email protected] www.monetar.se

Company Register No.: 556643-6209 VAT No.: SE556643-6209 Registered offi ce: Stockholm County, Stockholm Municipality

Anders Conradzon, CEO

Nordisk Fondservice AB

Storgatan 7A, Umeå P.O. Box 508 901 10 Umeå Sweden Tel.: +46 (0)90 77 38 00 Fax: +46 (0)90 77 88 45 [email protected] www.fondservice.se

Company Register No.: 556629-0101 VAT No.: SE556629-0101 Registered offi ce: Västerbotten County, Umeå Municipality

Thomas Fjällström, CEO

Asset Management: Steen Jakobsen, Group CIO & Managing Director

Capinordic Asset Management AB Strandvägen 5B 114 51 Stockholm Sweden Tel.: +46 (0)8 50 90 07 80 Fax: +46 (0)8 50 90 07 89 [email protected] www.capinordic-am.se

Company Register No.: 556704-6395 VAT No.: SE556704-6395 Registered offi ce: Stockholm County, Stockholm Municipality

Thomas Fjällström, CEO

Capinordic Capital Fondsmæglerselskab A/S Store Kongensgade 81A, 1st fl oor 1264 Copenhagen K

Denmark Tel.: +45 5577 7000 Fax: +45 5577 7097 [email protected] www.sr.dk

Central Business Register No.: 27460798 VAT No.: DK27460798 Registered offi ce: Copenhagen

Jesper Christiansen, CEO

Capinordic Property Management A/S

Kongevejen 151-153 2830 Virum Denmark Tel.: +45 4358 3200 Fax: +45 4339 6885 www.capinordicpropertymanagement.dk

Central Business Register No.: 28866410 VAT No.: DK28866410 Registered offi ce: Virum

Michael Secher, CEO

Bio Fund Management Oy

Mikonkatu 4, 3rd fl oor P.O. Box 164 00101 Helsinki Finland Tel.: +358 925 14 460 Fax: +385 925 144 620 [email protected] www.biofund.fi

Company register No.: FI 10886191 VAT No.: FI 10886191-1 Registered offi ce: Helsinki

Seppo Mäkinen, Managing Partner

Banking: Henrik Juul, Managing Director

Capinordic Bank A/S Strandvejen 58 P.O. Box 2900 Hellerup Denmark Tel.: +45 8816 3000 Fax: +45 8816 3003 [email protected] www.capinordicbank.dk

Central Business Register No.: 10904390 VAT No.: DK10904390 Registered offi ce: Gentofte

Henrik Juul, CEO

Dansk O.T.C. Fondsmæglerselskab A/S Horsens Hus Holmboes Allé 1 8700 Horsens

Denmark Tel.: +45 7561 2166 Fax: +45 7562 9511 [email protected] www.danskotc.dk

Central Business Register No.: 10 50 86 49 VAT No.: DK10508649 Registered offi ce: Horsens

Claus N. Sørensen, CEO

Aktie & Valutainvest ApS

Strandvejen 58 P.O. Box 69 2900 Hellerup Denmark Tel.: +45 3929 2500 Fax: +45 3929 2503

Central Business Register No.: 29917116 VAT No.: DK29917116 Registered offi ce: Gentofte

Torben Lyst, CEO

CSV Invest ApS Strandvejen 58

P.O. Box 69 2900 Hellerup Denmark Tel.: +45 3929 25 00 Fax: +45 3929 2503

Central Business Register No.: 19029441 VAT No.: DK19029441 Registered offi ce: Gentofte

Torben Lyst, CEO

Capinordic A/S · Strandvejen 58 · P.O. Box 69 · DK · 2900 Hellerup Tel. +45 8816 3000 · Fax +45 8816 3003 · www.capinordic.com

Talk to a Data Expert

Have a question? We'll get back to you promptly.