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

OVB Holding AG

Quarterly Report May 10, 2017

318_10-q_2017-05-10_a6c00dc3-1a4a-456b-b4d5-a24ec97a3637.pdf

Quarterly Report

Open in Viewer

Opens in native device viewer

Interim Report – First Quarter

1 January – 31 March 2017

OVB in Europe

Quality leads to success

Hungary

OVB Allfi nanz – simply better

01/01/– 01/01/–
Key operating figures Unit 31/03/2016 31/03/2017 Change
Clients (31/03) Number 3.26 million 3.28 million +0.7 %
Financial advisors (31/03) Number 5,179 4,916 -5.1 %
Total sales commission Euro million 57.1 58.4 +2.3 %
Key financial figures
Earnings before interest
and taxes (EBIT) Euro million 3.0 3.3 +11.6 %
EBIT margin* % 5.2 5.6 +0.4 %-pts.
Consolidated net income Euro million 2.0 2.5 +21.2 %
Earnings per share (undiluted) Euro 0.14 0.17 +21.2 %

*Based on total sales commission

Key figures for the regions

01/01/– 01/01/–
Central and Eastern Europe Unit 31/03/2016 31/03/2017 Change
Clients (31/03) Number 2.21 million 2.22 million +0.3 %
Financial advisors (31/03) Number 3,132 2,875 -8.2 %
Total sales commission Euro million 26.0 27.9 +7.5 %
Earnings before interest and taxes (EBIT) Euro million 1.7 2.2 +32.3 %
EBIT-margin* % 6.5 8.0 +1.5 %-pts.
*Based on total sales commission
Germany
Clients (31/03) Number 639,288 628,474 -1.7 %
Financial advisors (31/03) Number 1,327 1,309 -1.4 %
Total sales commission Euro million 16.4 15.3 -6.7 %
Earnings before interest and taxes (EBIT) Euro million 1.5 1.4 -6.3 %
EBIT-margin* % 9.0 9.0 ±0 %-pts.
*Based on total sales commission
Southern and Western Europe
Clients (31/03) Number 408,994 436,741 +6.8 %
Financial advisors (31/03) Number 720 732 +1.7 %
Total sales commission Euro million 14.6 15.1 +3.2 %
Earnings before interest and taxes (EBIT) Euro million 1.8 2.0 +12.7 %
EBIT-margin* % 12.0 13.1 +1.1 %-pts.

*Based on total sales commission

Content Welcome 3 >>> Share performance and investor relations 4 >>> Interim group management

report 5 >>> Interim consolidated financial statements 11 >>> Notes 16

Ladies and gentlemen, shareholders,

the OVB Group has made a good start to the fi nancial year 2017: Total sales commission went up in the fi rst quarter by 2.3 per cent to Euro 58.4 million, the operating profi t was increased signifi cantly by 11.6 per cent to Euro 3.3 million. This profi table growth shows in an expansion of the EBIT margin from 5.2 per cent in the previous year to now 5.6 per cent.

In view of numerous challenges the fi nancial services industry faces in Europe at present, this interim result is a success.

An essential strength of the OVB Group is its broad international positioning over 14 European countries. Despite the enormous demand for private risk protection and retirement provision it cannot be ruled out that clients will continue to act cautiously with respect to long-term investment decisions. However, the long-term business potential in the market of private protection and provision remains unchanged. OVB works with great commitment at further developing this potential for the Company.

Therefore we confi rm our forecast for the full year 2017: We are expecting a slight increase in total sales commission. As OVB will start implementing comprehensive strategic measures in 2017 for further strengthening the Company's future competitiveness, the operating profi t can be expected to be at the prior-year level.

Kind regards

Thomas Hücker COO

Mario Freis CEO

Oskar Heitz CFO

3

Share performance and investor relations

Favourable capital market environment

Shareholder structure of OVB Holding AG as of 31/03/2017

The German stock market showed a favourable performance in the first months of the year 2017. The reasons for this were an economic upswing on a broad international scale and a positive macroeconomic outlook as well as encouraging corporate news. Increasing political tensions and risks did not slow down this trend. After having closed the year 2016 at a record high of 11,481 points, the DAX, Germany's benchmark index, rose to 12,231 points up to early April 2017 and was around 12,000 points by the middle of the month.

The share of OVB Holding AG closed the year 2016 with a price of Euro 16.20. Up to mid-March 2017 the share price moved sideways at around that level. Then the share price climbed until peaking at Euro 18.99 at the end of March before going down again to Euro 17.685 in mid-April. Only 3.01 per cent of the shares of OVB Holding AG are free float so that the trading volume and thus the significance of the share price are closely limited.

The annual analysts' conference was held on 28 March 2017 in Frankfurt/Main on the occasion of the release of the 2016 financial statements. The Executive Board explained the performance of OVB over the past financial year and OVB's strategy to several financial analysts, institutional investors and bank representatives. Following this presentation, the Executive Board answered the questions asked by analysts and fund managers.

The Annual General Meeting of OVB Holding AG for financial year 2016 will be held on 2 June 2017 in Cologne. Up for election is a dividend increased by Euro 0.10 over the previous year to Euro 0.75, equivalent to a total amount of Euro 10.7 million to be distributed.

OVB share data
WKN/ ISIN Code 628656/DE0006286560
Stock symbol /Reuters /Bloomberg O4B/O4BG.DE /O4B:GR
Type of shares No-par ordinary bearer shares
Number of shares 14,251,314
Share capital Euro 14,251,314.00
Xetra (closing prices)
End of previous year Euro 16.20 (30/12/2016)
High Euro 18.99 (31/03/2017)
Low Euro 15.705 (28/02/2017)
Last Euro 17.685 (18/04/2017)
Market capitalisation Euro 252 million (18/04/2017)

Course of business Macroeconomic environment Interim consolidated management report

Interim consolidated management report of OVB Holding AG

Course of business

OVB stands for cross-thematic financial advice based on a long-term approach. The main target group are private households in Europe. OVB's mission statement is: simply better allfinanz solutions! The Company cooperates with more than 100 high-capacity product providers and fulfils its clients' individual needs with competitive products, covering existential risk protection and asset and property protection up to retirement provision, asset generation and wealth management.

The cross-thematic client advisory service for all stages of life is based on the AAS approach (Analysis – Advice – Service). The identification and analysis of the client's financial situation form the basis of counselling. The financial advisor particularly asks for the client's wishes and goals and then creates a tailored solution for the client in consideration of his or her personal financial framework. OVB accompanies its clients over many years. By constant reviews and adjustments of the financial decisions to relevant changes in the clients' needs, the resulting provision concepts are suited to the clients' demand and aligned with their respective situation in life.

The professional training of the agents, the analysis of client demands and the resulting product recommendations are based on the general conditions prevailing in the respective market. The continuous development of these topics is given great emphasis in order to make OVB capable of responding early to future regulatory or qualitative requirements.

OVB is currently active in 14 countries of Europe as a broker of financial products. OVB's 4,916 full-time financial advisors support 3.28 million clients. The Group's broad European positioning stabilises its business performance and opens up growth potential in many respects. OVB's 14 national markets are different in terms of structure, development status and size. OVB has a leading market position in a number of countries. There is still considerable potential for the services provided by OVB in view of a demographic development that is similar in all of OVB's markets and the urgently required relief for public welfare systems.

At the end of March 2017 the OVB Group had altogether 455 employees (previous year: 426 employees) in the holding company, the head offices of the operating subsidiaries and the service companies. Based on efficient structures and processes, they are responsible for the Group's management and administration.

Macroeconomic environment

The sale of financial products in Europe keeps facing a challenging environment. Structural problems of some national economies, finding expression in high unemployment rates for example, lead to a strained financial situation of many private households, leaving barely any room for individual financial provision.

A factor of sustained negative impact is the interest rate level, kept deliberately low by the central banks and thus decreasing the interest expense of highly indebted countries but making asset generation for private provision more difficult. Many financial products currently have only a minimum return which is then even consumed entirely or in part by the price increase. However, an almost inscrutable product offering, barely comprehensible conditions for state subsidies and the necessity of a continuous review of financial decisions once made in view of changing needs and life situations increase the demand for cross-thematic personal advice. From OVB's vantage, the market for private provision therefore offers long-term market potential and opportunities for growth despite the currently challenging environment.

Changes in the income situation of private households, the situation in the labour market and the macroeconomic development affect OVB's business performance. Of particular relevance are also changes in the framework that determines personal financial planning such as changes to tax legislation or health and pension reforms.

Central and Eastern Europe

OVB's segment Central and Eastern Europe comprises the national markets of Croatia, Czech Republic, Hungary, Poland, Romania, Slovakia and the Ukraine; here the Group generated 47 per cent of its total sales commission in 2016. The economic trend in these countries continues to be favourable. Economic growth can be expected to come to 3 per cent or more in 2017. The overall economic performance of Ukraine might record growth for the first time in years, too. Growth stimulation primarily originates from private consumption, supported by increasing employment rates and noticeable wage increases. Private households are increasingly able to see to financial provision and risk protection, thus generally accommodating OVB's business expansion in the region. However, regula-

5

6

Macroeconomic environment

Macroeconomic key data, Central and Eastern Europe

Real GDP
Change in %
Consumer prices
Change in %
Public budget deficit
in % of the GDP
2017e 2018f 2017e 2018f 2017e 2018f
Croatia 3.3 2.8 1.9 1.6 -1.9 -2.0
Czech Republic 2.7 2.5 2.4 1.5 -0.2 0.0
Hungary 3.2 3.4 3.3 3.0 -2.5 -3.0
Poland 3.3 3.0 1.9 2.2 -3.0 -3.2
Romania 4.2 3.5 0.9 2.9 -3.6 -3.8
Slovakia 3.3 4.0 1.1 2.0 -2.0 -2.0
Ukraine 2.0 3.0 10.7 7.5 -4.0 -3.0

e = estimated; f = forecast

Source: Raiffeisen RESEARCH, Strategy Austria & CEE, 2nd quarter 2017

tory changes have either been implemented or are the subject of political debate in some countries, potentially affecting the brokerage of financial products in a negative way.

Germany

The German market accounted for 28 per cent of OVB's total sales commission in 2016. Germany's economy is continuing its course of modest growth: The economy will probably grow by 1.4 per cent in the current year and by 1.6 per cent in the year 2018. The sound labour market and low inflation support the purchasing power of private households and consumption. This basic trend, beneficial to OVB's business, is opposed by negative effects, however: The persisting low interest rate environment affects the motivation among consumers to take initiative for urgently required savings for retirement. Moreover, further commission cuts must be expected as a consequence of the Life Insurance Reform Act (LVRG).

Southern and Western Europe

The national markets of Austria, France, Greece, Italy, Spain and Switzerland form the segment Southern and Western Europe, roughly contributing 25 per cent to the OVB Group's total sales commission in 2016. With the exception of Switzerland, these countries belong to the euro area. For the current year economic growth of 1.9 per cent appears probable in this currency area, a 1.7 per cent gain is expected for 2018. Spain particularly benefits from the structural reforms and austerity measures of the past few years. The economic performance of Greece in 2017 is predicted to show growth for the first time in years. In Italy, however, the economic upswing remains hardly noticeable. Despite this rather mixed macroeconomic picture, OVB manages to achieve excellent business results in some of these countries. This shows that clients are willing to invest in their personal financial provision even in difficult economic situations, provided there are no other adverse general conditions.

Macroeconomic key data, Southern and Western Europe

Real GDP
Change in %
Consumer prices
Change in %
Public budget deficit
in % of the GDP
2017e 2018f 2017e 2018f 2017e 2018f
Austria 1.7 1.5 2.0 2.1 -1.2 -1.1
France 1.6 1.5 1.6 1.4 -2.9 -3.1
Greece 1.7 1.9 0.9 1.2 -1.1 0.7
Italy 0.8 0.8 1.6 1.5 -2.6 -2.5
Spain 2.5 1.9 2.2 1.9 -3.4 -3.2
Switzerland 1.5 1.6 0.4 0.7 0.1 0.2

e = estimated; f = forecast

Source: Raiffeisen RESEARCH, Strategy Global Markets, 2nd quarter 2017

Business performance

7

Business performance

The OVB Group's total sales commission reached Euro 58.4 million in the period from January to March 2017 altogether. This equals a 2.3 per cent gain over the prioryear amount of Euro 57.1 million. The course of business was affected by unfavourable general conditions in some of the national markets while the majority of the operating subsidiaries reported sound to very good business performances. By the end of March OVB supported 3.28 million clients in 14 European countries (previous year: 3.26 million clients). The total number of financial advisors working for OVB went down by 5.1 per cent from 5,179 sales agents twelve months ago to 4,916 financial advisors as of 31 March 2017. The structure of new business remained largely unchanged in comparison with the prior-year period and remains focused on real assets. Product demand primarily targeted unit-linked provision products at 43.8 per cent of all new contracts (previous year: 47.4 per cent).

Central and Eastern Europe

Brokerage income in the segment Central and Eastern Europe gained 7.5 per cent to reach Euro 27.9 million in the reporting period (previous year: Euro 26.0 million). Business in the national markets Hungary, Poland, Croatia and Romania showed very satisfying performances. The sales increase achieved in Slovakia was also satisfactory while the business performance in the Czech Republic

Breakdown of new business 1-3/2017 (1-3/2016)

remained modest. The number of financial advisors working for OVB dropped from 3,132 as of the prior-year closing date by 8.2 per cent to 2,875 financial advisors as of 31 March 2017. They supported 2.22 million clients (previous year: 2.21 million clients). The majority of the new business was accounted for by unit-linked provision products at 51.6 per cent (previous year: 60.6 per cent). Most of the other product classes expanded their respective share in the new business so that the diversification of products is more balanced now.

Germany

Total sales commission generated in the Germany segment decreased by 6.7 per cent to Euro 15.3 million in the reporting period (previous year: Euro 16.4 million), due in part to the effects of the LVRG. The number of clients went down by 1.7 per cent to 628,474 as of the reporting date 31 March 2017. Unit-linked provision products accounted for the lion's share of the new business at 33.0 per cent (previous year: 26.8 per cent), followed by other provision products at 17.5 per cent (previous year: 20.2 per cent) and property, accident and legal expenses insurance at 15.4 per cent (previous year: 14.9 per cent). As of the reporting date 1,309 sales agents worked for OVB (previous year: 1,327 financial advisors).

Southern and Western Europe

Total sales commission in the segment Southern and Western Europe gained 3.2 per cent from Euro 14.6 million in the previous year to Euro 15.1 million. Especially the operating subsidiaries in Austria and Switzerland increased their respective brokerage income significantly. The number of supported clients rose by 6.8 per cent to 436,741 clients (previous year: 408,994 clients) and the number of financial advisors gained 1.7 per cent to 732 sales agents (previous year: 720 financial advisors). The clients' interest primarily focused on unit-linked provision products (38.5 per cent of the new business; previous year: 36.9 per cent), state-subsidised provision products (25.5 per cent; previous year: 24.9 per cent) and other provision products (21.6 per cent; previous year: 25.0 per cent).

Profit/Loss

Total sales commission by region Euro million, figures rounded

Profit/Loss

In the first quarter of 2017 the OVB Group generated total sales commission in the amount of Euro 58.4 million. This equals a 2.3 per cent gain compared to the prior-year sales performance of Euro 57.1 million. The share of commission based on direct contractual relationships between product partners and the sales force amounted to Euro 3.7 million, unchanged from the previous year. Brokerage income reported in the income statement thus reached Euro 54.7 million in the reporting period after Euro 53.4 million in the previous year. Other operating income was up year-over-year from Euro 1.8 million to Euro 2.3 million, primarily based on the reversal of provisions.

Brokerage expenses climbed 2.1 per cent from Euro 35.4 million to Euro 36.2 million. Personnel expense for the Group's employees went up 2.9 per cent to Euro 7.0 million (previous year: Euro 6.8 million). Depreciation and amortisation of Euro 0.9 million remained at a low level

(previous year: Euro 0.8 million). Other operating expenses were also up slightly from Euro 9.2 million to Euro 9.6 million. Among the items to record an increase were IT consulting fees.

In the first quarter of 2017, the OVB Group generated an operating profit (EBIT) of Euro 3.3 million, 11.6 per cent above the prior-year amount of Euro 3.0 million. The Central and Eastern Europe segment contributed Euro 2.2 million to the Group's EBIT, equivalent to a considerable gain of 32.3 per cent over the prior-year contribution of Euro 1.7 million. The operating subsidiaries in Hungary and Poland in particular recorded highly positive earnings performances. The Southern and Western Europe segment increased its operating profit from Euro 1.8 million the previous year by 12.7 per cent to Euro 2.0 million for the period under review. Improvements in earnings were achieved especially in Austria, Italy and Switzerland. Contrary to that, the EBIT of the Germany segment went down slightly from Euro 1.5 million to Euro 1.4 million. The loss incurred by Corporate

8

Profit/Loss Financial position Assets and liabilities Subsequent events Opportunities and risks

Centre and from consolidation grew from Euro 2.0 million to Euro 2.3 million. The Group's EBIT margin based on total sales commission altogether improved from 5.2 per cent to 5.6 per cent.

The financial result for the reporting period remained at Euro 0.1 million year-over-year. Taxes on income remained largely unchanged as well at Euro 0.9 million (previous year: Euro 1.0 million).

The resulting consolidated net income after non-controlling interests for the period from January to March 2017 came to Euro 2.5 million, 21.2 per cent above the prior-year amount of Euro 2.0 million. Earnings per share – based on 14,215,314 shares respectively – increased accordingly from Euro 0.14 to Euro 0.17.

Financial position

The OVB Group's cash flow from operating activities for the reporting period expanded year-over-year from Euro 3.9 million by Euro 0.9 million to Euro 4.8 million. Apart from the increased consolidated net income, another main contributor to this development was the increase in current liabilities.

The cash flow from investing activities recorded an outflow in the amount of Euro 2.7 million after a cash inflow of roughly the same amount in the year before (previous year: Euro 2.6 million). The main reason for this change of direction in cash flows were payments made in the reporting period for securities and other short-term investments in the amount of Euro 5.3 million (previous year: Euro 0.4 million).

No financing activities are subject to reporting for the first quarter of 2017, just like the prior-year period. Cash and cash equivalents increased significantly as of 31 March year-over-year from Euro 55.3 million to Euro 72.2 million.

Assets and liabilities

Total assets of OVB Holding AG increased from Euro 167.8 million as of the end of 2016 to Euro 172.3 million as of the quarter closing date. Non-current assets of Euro 23.2 million were virtually unchanged in terms of amount and composition (31 December 2016: Euro 23.4 million). Contrary to that, current assets climbed from Euro 144.4 million to Euro 149.1 million, due essentially to an increase in cash and cash equivalents by Euro 2.2 million to Euro 72.2 million (31 December 2016: Euro 69.9 million) and an increase in securities and other investments, also by Euro 2.2 million, to Euro 27.3 million (31 December 2016: Euro 25.2 million).

The Company's equity went up by Euro 2.4 million from Euro 88.3 million to Euro 90.7 million in the reporting period, almost solely accounted for by an increase in retained earnings by Euro 2.5 million to Euro 22.2 million. The equity ratio, a solid 52.6 per cent, remained unchanged.

Non-current liabilities are at an extremely low level at Euro 0.9 million. Current liabilities gained Euro 2.1 million between the two reporting dates under review from Euro 78.6 million to Euro 80.7 million. Material increases were recorded for the items "other provisions" by Euro 1.6 million to Euro 33.5 million (31 December 2016: Euro 32.0 million) and "other liabilities" by Euro 1.0 million to Euro 34.4 million (31 December 2016: Euro 33.4 million). Contrary to that, "trade payables" went down most notably by Euro 0.8 million to Euro 10.2 million (31 December 2016: Euro 11.0 million).

Subsequent events

Business transactions or events of relevance to an appraisal of the OVB Group's assets, liabilities, financial position and profit or loss have not occurred since 31 March 2017.

Opportunities and risks

Various business opportunities are open to the companies of the OVB Group while they also face risks of different kinds. The opportunities and risks have not changed materially since the preparation of the 2016 consolidated financial statements. They are described in detail in the Annual Report 2016, in particular in its chapter "Report on opportunities and risks". From today's perspective, going concern risks arise neither from individual risks nor from the OVB Group's overall risk position.

OVB operates in 14 European markets, with each providing its specific legal framework for doing business. Throughout Europe there is a noticeable trend for increasing government regulation of the sale of financial products. An argument commonly brought forward is a necessary strengthening of consumer protection. As OVB sees it, the idea of citizens taking personal responsibility for themselves is falling more and more by the wayside, however. The regulatory projects either implemented, planned or discussed in several countries may imply risks as well as

Opportunities and risks Outlook

opportunities for OVB's business. The OVB Group's broad international positioning in Europe designed to compensate market risks and decline in individual national markets by virtue of the opportunities in other markets as well as the broad client base generally have a balancing effect at group level.

For 47 years now, OVB's business model and business success have been based on the high relevance of private provision, financial protection and asset generation throughout Europe. OVB therefore assumes that the demand for its services and the financial and insurance products brokered by OVB's sales force will hold up. On the one hand, Europe's citizens remain aware of the importance of private provision; on the other hand, the general capability of saving money and the general willingness to do so determine certain limits.

The coincidence of low birth rates in many countries and a generally rising life expectancy is making it difficult to sustain pay-as-you-go social security systems; thus the demand for private provision generally increases. OVB recognises opportunities for deeper market penetration in all of the markets in which the Group already operates; OVB intends to exploit this growth potential consistently. Apart from expanding its business in already developed markets, OVB will move into new promising markets if the general conditions appear supportive. Consolidation within the industry offers additional business opportunities.

From OVB's viewpoint, it has never been more important to take private financial provision measures and receive accompanying advice. Yet the demand for private provision measures is currently blanketed by a number of political, economic and societal factors that have a

negative effect on the urgently needed savings efforts of private households. Particularly noteworthy among those factors are:

  • the interest level being kept deliberately low by the central banks;
  • exaggerated criticism of commission-based financial advice;
  • excessive government regulation that often yields counterproductive effects.

The above-mentioned effects interfere with the brokerage of financial products and increase the risk of insufficient provision and old-age poverty of large segments of the population. Thus OVB's financial advisors keep facing the challenge of working against those adverse aspects.

However, OVB is convinced that macroeconomic and societal necessities will result in increased spending on private retirement provision.

Outlook

The long-term business potential in the market of private provision and financial protection remains unchanged. OVB works with great commitment at further developing this potential for the Company. Excessive and ill-advised regulation might have a negative effect on OVB's growth dynamics. Due to stable to positive business performances in all three segments, we are expecting a slight increase in sales for the Group. OVB will take strategic measures for strengthening future competitiveness in 2017. Therefore the Group's operating profit can be expected to be at prior-year level.

Cologne, 28 April 2017

Mario Freis CEO

Oskar Heitz CFO

Thomas Hücker COO

Consolidated statement of financial position

Consolidated statement of financial position

of OVB Holding AG as of 31 March 2017, prepared in accordance with IFRS

Assets

EUR'000 31/03/2017 31/12/2016
Non-current assets
Intangible assets 9,481 9,738
Tangible assets 4,123 4,166
Investment property 0 0
Financial assets 5,215 5,223
Deferred tax assets 4,424 4,250
23,243 23,377
Current assets
Trade receivables 29,019 29,742
Receivables and other assets 18,581 17,887
Income tax assets 1,974 1,656
Securities and other capital investments 27,326 25,168
Cash and cash equivalents 72,185 69,938
149,085 144,391
Total assets 172,328 167,768

Equity and liabilities

EUR'000 31/03/2017 31/12/2016
Equity
Subscribed capital 14,251 14,251
Capital reserve 39,342 39,342
Treasury shares 0 0
Revenue reserves 13,663 13,663
Other reserves 721 738
Non-controlling interests 527 524
Retained earnings 22,215 19,752
90,719 88,270
Non-current liabilities
Provisions 786 762
Other liabilities 133 141
Deferred tax liabilities 0 1
919 904
Current liabilities
Provisions for taxes 782 998
Other provisions 33,536 31,954
Income tax liabilities 1,743 1,228
Trade payables 10,213 10,978
Other liabilities 34,416 33,436
80,690 78,594
Total equity and liabilities 172,328 167,768

12

Consolidated financial statements

Consolidated income statement

Consolidated statement of comprehensive income

Consolidated income statement

of OVB Holding AG for the period from 1 January to 31 March 2017, prepared in accordance with IFRS

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Brokerage income 54,745 53,377
Other operating income 2,279 1,835
Total income 57,024 55,212
Brokerage expenses -36,164 -35,414
Personnel expenses -7,002 -6,806
Depreciation and amortisation -949 -842
Other operating expenses -9,615 -9,198
Operating profit (EBIT) 3,294 2,952
Finance income 104 137
Finance expenses -26 -46
Financial result 78 91
Consolidated income before income tax 3,372 3,043
Taxes on income -906 -956
Consolidated net income 2,466 2,087
Thereof non-controlling interests -3 -54
Consolidated net income after non-controlling interests 2,463 2,033
Basic earnings per share in Euro 0.17 0.14

Consolidated statement of comprehensive income

of OVB Holding AG for the period from 1 January to 31 March 2017, prepared in accordance with IFRS

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Consolidated net income 2,466 2,087
Change from revaluation of available-for-sale financial assets
outside profit or loss
-52 50
Change in deferred taxes on unrealised gains and losses
from capital investments outside profit or loss
2 4
Change in currency translation reserve outside profit or loss 33 -24
Other comprehensive income to be reclassified to the income statement -17 30
Total comprehensive income before non-controlling interests 2,449 2,117
Total comprehensive income attributable to non-controlling interests -3 -54
Total comprehensive income 2,446 2,063

13

Consolidated statement of cash flows

of OVB Holding AG for the period from 1 January to 31 March 2017, prepared in accordance with IFRS

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Consolidated income before income tax 3,372 3,043
+/-
Depreciation, amortisation and impairment / Appreciation in value and reversal
of impairment loss of non-current assets
949 842
-
Financial result
-78 -91
-/+
Unrealised currency gains/losses
-101 37
+/-
Allocation to/reversal of valuation allowances for receivables
435 964
-/+
Increase/decrease in deferred tax assets
-174 62
+/-
Increase/decrease in deferred tax liabilities
-1 -8
-
Other non-cash financial expenses
50 -50
+/-
Increase/decrease in provisions
1,390 -403
+/-
Increase/decrease of unrealised gains/losses in equity (net)
-50 54
+/-
Result from the disposal of intangible and tangible assets
-44 0
+/-
Decrease/increase in trade receivables
and other assets
-725 -365
+/-
Increase/decrease in trade payables
and other liabilities 736 1,402
-
Interest paid
-26 -9
-
Income tax paid
-906 -956
+/-
Decrease/increase of available-for-sale assets
0 -580
= Cash flow from operating activities 4,827 3,942
+/-
Decrease/increase from investment property
0 580
+
Payments received from disposal of tangible assets and intangible assets
135 18
+
Payments received from disposal of financial assets
21 48
+
Payments received for expenditure on securities
and other short-term capital investments 3,088 2,916
-
Payments for expenditure on tangible assets
-357 -355
-
Payments for expenditure on intangible assets
-382 -238
-
Payments for expenditure on financial assets
-13 -173
-
Payments for expenditure on securities and
other short-term capital investments -5,296 -354
+
Other finance income
60 39
+
Interest received
44 98
= Cash flow from investing activities -2,700 2,579
-
Dividends paid
0 0
= Cash flow from financing activities 0 0
Overview:
Cash flow from operating activities 4,827 3,942
Cash flow from investing activities -2,700 2,579
Cash flow from financing activities 0 0
= Net change in cash and cash equivalents 2,127 6,521
Exchange rate changes in cash and cash equivalents 133 -51
+ Cash and cash equivalents at end of the prior year 69,925 48,790
= Cash and cash equivalents at the end of the period 72,185 55,260

Consolidated statement of changes in equity

Consolidated statement of changes in equity

of OVB Holding AG as of 31 March 2017, prepared in accordance with IFRS

Retained
profits
Other Available-for
sale reserve/
EUR'000 Subscribed
capital
Capital
reserve
brought
forward
Statutory
reserve
revenue
reserves
revaluation
reserve
31/12/2016 14,251 39,342 7,216 2,531 11,132 245
Consolidated profit 12,536
Treasury shares
Corporate actions
Dividends paid
Change in
available-for-sale reserve -52
Allocation to other reserves
Change in currency
translation reserve
Revaluation effect from
provisions for pensions
Consolidated net income
Balance as at 31/03/2017 14,251 39,342 19,752 2,531 11,132 193

of OVB Holding AG as of 31 March 2016, prepared in accordance with IFRS

Subscribed
capital
Capital
reserve
Retained
profits
brought
forward
Statutory
reserve
Other
revenue
reserves
Available-for
sale reserve/
revaluation
reserve
14,251 39,342 7,101 2,531 11,132 448
9,378
50
14,251 39,342 16,479 2,531 11,132 498

Consolidated statement of changes in equity

Total Non
controlling
interests
Equity of the
shareholders
of OVB
Holding AG
Total
compre
hensive
income
Consolidated
net income after
non-controlling
interests
Total income
recognised
directly
in equity
Currency
translation
reserve
Deferred
taxes on
unrealised
gains/losses
Reserve
from provisions
for pensions
88,270 524 87,746 12,536 933 81 -521
-12,536
-50 -50 -50 -50 2
33 33 33 33 33
2,466 3 2,463 2,463 2,463
90,719 527 90,192 2,446 2,463 -17 966 83 -521
Total Non
controlling
interests
Equity of the
shareholders
of OVB
Holding AG
Total
compre
hensive
income
Consolidated
net income after
non-controlling
interests
Total income
recognised
directly
in equity
Currency
translation
reserve
Deferred
taxes on
unrealised
gains/losses
Reserve
from provisions
for pensions
85,002 370 84,632 9,378 913 107 -571
-9,378
54 54 54 54 4
-24 -24 -24 -24 -24
2,087 54 2,033 2,033 2,033
87,119 424 86,695 2,063 2,033 30 889 111 -571

15

Notes

General information Significant events in the interim reporting period

IFRS interim consolidated financial statements Notes as of 31 March 2017

I. General information

1. General information on the OVB Group

The condensed interim consolidated financial statements for the first quarter of 2017 are released for publication as of 10 May 2017 pursuant to Executive Board resolution passed today.

The parent company of the OVB Group (hereinafter referred to as "OVB") is OVB Holding AG, Cologne, recorded in the Commercial Register maintained at the Local Court (Amtsgericht) of Cologne, Reichenspergerplatz 1, 50670 Cologne, under registration number HRB 34649. OVB Holding AG has its registered office at Heumarkt 1, 50667 Cologne.

2. Accounting principles

Pursuant to IAS 34 "Interim Financial Reporting", the condensed interim consolidated financial statements for the first quarter of 2017 have been prepared in accordance with the International Financial Reporting Standards (IFRS) as adopted by the European Union and released by the International Accounting Standards Board (IASB), and they are meant to be read in conjunction with the consolidated financial statements for the year ended 31 December 2016.

For the preparation of the condensed interim consolidated financial statements, the same accounting policies, measurement and consolidation methods and standards have been adopted as were applied for the preparation of the consolidated financial statements for the year ended 31 December 2016 unless otherwise indicated.

Amended standards and interpretations subject to mandatory application in the EU as of 1 January 2017 (IAS 7 and IAS 12 as well as amendments based on the annual improvements project of the IASB for cycles 2014 to 2016) have been considered for the preparation of these financial statements and had no effect on the interim consolidated financial statements.

All book values of financial assets equal their respective fair value. In accordance with IFRS 13, securities continue to be measured at level 1, i.e. the respective market price. Non-current financial assets are measured at amortised cost according to the effective interest rate method.

The interim consolidated financial statements have been prepared in euro (EUR). All amounts are rounded up or down to EUR thousand (EUR'000) according to standard rounding unless otherwise stated. Due to the presentation in full EUR'000 amounts, rounding differences may occur in individual cases as a result of the addition of stated separate amounts.

II. Significant events in the interim reporting period

Significant reportable events in accordance with IAS 34 (e.g. exceptional business transactions, initiation of restructuring measures or discontinuation of operations) did not occur.

17

III. Notes to the statement of financial position and the statement of cash flows

1. Financial assets

EUR'000 31/03/2017 31/12/2016
Financial assets L+R 5,215 5,223

L+R = Loans and Receivables

Financial assets relate to loans granted to employees and sales agents as well as a bonded loan in the amount of EUR 5,000 thousand, amounting to a book value of EUR 5,009 thousand as of 31 March 2017. Subsequent measurement of the bonded loan is made at amortised cost according to the effective interest rate method.

2. Securities and other investments

EUR'000 31/03/2017 31/12/2016
Securities AfS 13,582 8,619
Other investments L+R 13,744 16,549
27,326 25,168

AfS = Available-for-Sale L+R = Loans and Receivables

3. Cash and cash equivalents

Cash and cash equivalents can be broken down for the consolidated statement of cash flows as follows:

EUR'000 31/03/2017 31/03/2016
Cash 34 31
Cash equivalents 72,151 55,244
Current liabilities to banks 0 -15
72,185 55,260

Cash includes the group companies' cash in hand in domestic and foreign currencies translated into euros as of the quarter closing date.

Cash equivalents are assets that can be converted into cash immediately. Cash equivalents include bank balances in domestic and foreign currencies with maturities of three months or less, cheques and stamps. Cash equivalents are measured at face value; foreign currencies are measured in euros as of the closing date.

4. Share capital

The subscribed capital (share capital) of OVB Holding AG amounts to EUR 14,251,314.00, unchanged from 31 December 2016. It is divided into 14,251,314 no-par ordinary bearer shares.

Notes to the statement of financial position and the statement of cash flows Notes to the income statement

5. Dividend

Distributable amounts relate to the net retained profits of OVB Holding AG as determined in compliance with German commercial law.

In accordance with Section 170 AktG (Stock Corporation Act), the Executive Board of OVB Holding AG proposes the following appropriation of the net retained profits as reported in the financial statements of OVB Holding AG as of 31 December 2016:

EUR'000
Distribution to shareholders 10,688
Profit carry-forward 7,762
Net retained profits 18,450

6. Treasury stock

OVB Holding AG did not hold any treasury shares as of the reporting date. In the period between the quarter closing date and the preparation of the interim consolidated financial statements, no transactions involving the Company's ordinary shares or options to its ordinary shares took place.

At the Annual General Meeting of OVB Holding AG held on 3 June 2015, the shareholders authorised the Executive Board, subject to the Supervisory Board's consent, to acquire up to 300,000 of the Company's bearer shares in the period up to and including 10 June 2020, in one or several transactions. Shares acquired on the basis of this resolution may also be retired.

IV. Notes to the income statement

1. Income and expenses

Sales are generally recognised at the time the agreed deliveries and performances have been provided and the claim for payment has arisen against the respective product partner. In case of uncertainty with respect to the recognition of sales, the actual cash inflow is regarded. Adequate provisions are made on the basis of historical figures for commission potentially to be refunded to product partners (provisions for cancellation risk). Changes in provisions for cancellation risk are recognised on account of sales.

In the case of commission received in instalments, back payments can usually be expected for subsequent years after conclusion of the contract. Such commission is capitalised at the fair value of the received or claimable amount at the time the claim for payment arises.

The offsetting expense items are recognised on an accrual basis.

2. Brokerage income

All income from product partners is recognised as brokerage income. Apart from commission, this item also includes bonuses and other sales-related benefits paid by product partners as well as changes in provisions for cancellation risk.

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Brokerage income 54,745 53,377

Other operating income includes e.g. refunds paid by financial advisors for workshop participation, the use of materials and the lease of IT equipment as well as the reimbursement of costs paid by partner companies and all other operating income not to be recorded as brokerage income.

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Other operating income 2,279 1,835

4. Brokerage expenses

This item includes all direct payments to financial advisors. Current commission encompasses all directly performance-based commission, i.e. new business commission, dynamic commission and policy service commission. Other commission includes all other commission linked to a specific purpose, e.g. other performance-based remuneration.

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Current commission 32,232 31,367
Other commission 3,932 4,047
36,164 35,414

5. Personnel expense

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Wages and salaries 5,803 5,647
Social security 1,127 1,059
Pension plan expenses 72 100
7,002 6,806

6. Depreciation and amortisation

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Amortisation of intangible assets 624 551
Depreciation of property, plant and equipment 325 291
949 842

7. Other operating expenses

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Sales and marketing expenses 4,265 4,432
Administrative expenses 4,373 4,121
Non-income-based tax 850 522
Miscellaneous operating expenses 127 123
9,615 9,198

Notes to the income statement Notes on segment reporting

8. Taxes on income

Actual and deferred tax are determined on the basis of the income tax rates applicable in the respective countries. Actual income taxes were recognised on the basis of the best estimate of the weighted average of the annual income tax rate expected for the full year. Deferred taxes were calculated on the basis of the expected applicable future tax rate.

The main components of the income tax expense are the following items as reported in the consolidated income statement:

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Actual income tax 1,047 895
Deferred income tax -141 61
906 956

9. Earnings per share

The calculation of basic / diluted earnings per share is based on the following data:

EUR'000 01/01/ –
31/03/2017
01/01/ –
31/03/2016
Net income for the period after non-controlling interests
Basis for basic / diluted earnings per share
(net income for the period attributable to owners of the parent) 2,463 2,033
01/01/ –
31/03/2017
01/01/ –
31/03/2016
Number of shares
Weighted average number of shares for the calculation
of basic / diluted earnings per share 14,251,314 14,251,314
Basic / diluted earnings per share in EUR 0.17 0.14

V. Notes on segment reporting

The principal business activity of OVB's operating subsidiaries consists of advising clients in structuring their finances and, in connection with that, in broking various financial products offered by insurance companies, banks, building societies and other enterprises. It is not feasible to divide the advisory services provided to clients into sub-categories according to product types. Throughout the group companies there are no identifiable distinguishable key sub-activities at group level. In particular, it is not possible to present assets and liabilities separately for each brokered product. For this reason the individual companies are each categorised as single-product companies. Segment reporting is therefore provided exclusively on the basis of geographical considerations as internal reporting to group management and corporate governance are also exclusively structured according to these criteria. Thus the broking group companies represent operating segments for the purpose of IFRS 8, aggregated in three reportable segments. All companies not involved in brokerage service operations represent the "Corporate Centre" segment in compliance with the criteria for aggregation pursuant to IFRS 8.12. Compliant with the IFRS, internal reporting to group management equals a condensed presentation of the income statement which is presented more elaborately in segment reporting. The companies' earnings are monitored separately by group management in order to be able to measure and assess profitability. Segment assets and segment liabilities are not included in the presentation of segment reporting pursuant to IFRS 8.23 as they are not part of internal reporting.

Segment reporting

of OVB Holding AG for the period from 1 January to 31 March 2017, prepared in accordance with IFRS

EUR'000 Central and
Eastern Europe
Germany Southern and
Western Europe
Corporate
Centre
Consolidation Consolidated
Segment income
Income from business with
third parties
- Brokerage income 27,946 11,681 15,118 0 0 54,745
Other operating income 329 1,018 646 267 19 2,279
Income from inter-segment
transactions 11 239 0 1,920 -2,170 0
Total segment income 28,286 12,938 15,764 2,187 -2,151 57,024
Segment expenses
Brokerage expense
- Current commission
for sales force -18,024 -5,734 -8,474 0 0 -32,232
- Other commission
for sales force -1,849 -1,001 -1,082 0 0 -3,932
Personnel expenses -1,858 -1,828 -1,267 -2,049 0 -7,002
Depreciation/amortisation -192 -100 -93 -564 0 -949
Other operating
expenses -4,132 -2,897 -2,864 -1,838 2,116 -9,615
Total segment expenses -26,055 -11,560 -13,780 -4,451 2,116 -53,730
Operating profit (EBIT) 2,231 1,378 1,984 -2,264 -35 3,294
Interest income 17 30 6 13 -5 61
Interest expenses -1 -10 -10 -10 5 -26
Other financial result 0 33 10 0 0 43
Earnings before taxes (EBT) 2,247 1,431 1,990 -2,261 -35 3,372
Taxes on income -407 7 -504 -2 0 -906
Non-controlling interests 0 0 0 -3 0 -3
Segment result 1,840 1,438 1,486 -2,266 -35 2,463
Additional disclosures
Capital expenditures for intangible
and tangible assets 190 110 143 296 0 739
Material non-cash expenses (-)
and income (+) 47 -59 2 0 0 -10
Impairment expenses -65 -349 -348 -42 0 -804
Reversal of impairment loss 3 113 194 10 0 320

Segment reporting

of OVB Holding AG for the period from 1 January to 31 March 2016, prepared in accordance with IFRS

EUR'000 Central and
Eastern Europe
Germany Southern and
Western Europe
Corporate
Centre
Consolidation Consolidated
Segment income
Income from business with
third parties
- Brokerage income 25,994 12,736 14,647 0 0 53,377
Other operating income 270 777 431 387 -30 1,835
Income from inter-segment
transactions 15 242 1 2,040 -2,298 0
Total segment income 26,279 13,755 15,079 2,427 -2,328 55,212
Segment expenses
Brokerage expense
- Current commission
for sales force -16,739 -6,291 -8,337 0 0 -31,367
- Other commission
for sales force -1,828 -1,175 -1,044 0 0 -4,047
Personnel expenses -1,782 -1,728 -1,116 -2,180 0 -6,806
Depreciation/amortisation -165 -119 -81 -477 0 -842
Other operating
expenses -4,079 -2,971 -2,740 -1,703 2,295 -9,198
Total segment expenses -24,593 -12,284 -13,318 -4,360 2,295 -52,260
Operating profit (EBIT) 1,686 1,471 1,761 -1,933 -33 2,952
Interest income 33 32 31 20 -18 98
Interest expenses -3 -18 -5 0 17 -9
Other financial result 0 31 0 -29 0 2
Earnings before taxes (EBT) 1,716 1,516 1,787 -1,942 -34 3,043
Taxes on income -343 -14 -565 -34 0 -956
Non-controlling interests 0 0 0 -54 0 -54
Segment result 1,373 1,502 1,222 -2,030 -34 2,033
Additional disclosures
Capital expenditures for intangible
and tangible assets 120 18 142 313 0 593
Material non-cash expenses (-)
and income (+) 90 250 -144 0 0 196
Impairment expenses -436 -410 -334 -42 0 -1,222
Reversal of impairment loss 16 133 36 95 0 280

The segment "Central and Eastern Europe" includes: OVB Vermögensberatung A.P.K. Kft., Budapest; OVB Allfinanz a.s., Prague; OVB Allfinanz Slovensko a.s., Bratislava; OVB Allfinanz Polska Społka Finansowa Sp. z o.o., Warsaw; OVB Allfinanz Romania Broker de Asigurare S.R.L., Cluj; OVB Imofinanz S.R.L., Cluj; OVB Allfinanz Croatia d.o.o., Zagreb; OVB Allfinanz Zastupanje d.o.o., Zagreb; and TOB OVB Allfinanz Ukraine, Kiev. Material contributions to the brokerage income of the Central and Eastern Europe segment are generated by OVB Allfinanz a.s., Prague at EUR 9,538 thousand (previous year: EUR 9,768 thousand), OVB Allfinanz Slovensko a.s., Bratislava at EUR 8,767 thousand (previous year: EUR 8,486 thousand) and OVB Vermögensberatung A.P.K. Kft., Budapest at EUR 5,883 thousand (previous year: EUR 4,793 thousand).

The segment "Germany" comprises OVB Vermögensberatung AG, Cologne; Advesto GmbH, Cologne; and Eurenta Holding GmbH, Cologne. Brokerage income in this segment is generated primarily by OVB Vermögensberatung AG, Cologne.

The segment "Southern and Western Europe" represents the following companies: OVB Allfinanzvermittlungs GmbH, Wals/ Salzburg; OVB Vermögensberatung (Schweiz) AG, Cham; OVB-Consulenza Patrimoniale SRL, Verona; OVB Allfinanz España S.A., Madrid; OVB (Hellas) Allfinanz Vermittlungs GmbH & Co. KG, Bankprodukte, Athens; OVB Hellas Allfinanzvermittlungs GmbH, Athens; OVB Conseils en patrimoine France Sàrl., Strasbourg; and Eurenta Hellas Monoprosopi EPE Asfalistiki Praktores, Athens. A material contribution to the brokerage income of the Southern and Western Europe segment is generated by OVB Allfinanz España S.A., Madrid at EUR 5,817 thousand (previous year: EUR 5,791 thousand).

The segment "Corporate Centre" includes: OVB Holding AG, Cologne; Nord-Soft EDV-Unternehmensberatung GmbH, Horst; Nord-Soft Datenservice GmbH, Horst; OVB Informatikai Kft., Budapest; MAC Marketing und Consulting GmbH, Salzburg; EF-CON Insurance Agency GmbH, Vienna; and OVB SW Services s.r.o., Prague. The companies of the Corporate Centre segment are not involved in broking financial products but concerned primarily with providing services to the OVB Group. The range of services particularly comprises management and consulting services, software and IT services as well as marketing services.

The separate segments are presented in segment reporting after elimination of inter-segment interim results and consolidation of expenses and income. Intra-group dividend distributions are not taken into account. Reconciliations of segment items with corresponding group items are made directly in the consolidation column in segment reporting. Recognition, disclosure and measurement of the consolidated items in segment reporting correspond to the items presented in the consolidated income statement, the consolidated statement of comprehensive income, the consolidated statement of cash flows and the consolidated statement of changes in equity. As far as intra-group allocations are concerned, an appropriate additional overhead charge is levied on the individual cost items incurred.

VI. Other disclosures relating to the interim consolidated financial statements

1. Contingent liabilities

OVB Holding AG and some of its subsidiaries have given guarantees and assumed liabilities on behalf of financial advisors in the ordinary course of business. The associated risks are recognised in "other provisions" to the extent they give rise to obligations whose values can be reliably estimated. No material changes have occurred in comparison with 31 December 2016.

Some group companies are currently involved in various legal disputes arising from the ordinary course of business, primarily in connection with the settlement of accounts for brokerage services provided by financial advisors.

Management holds the view that adequate provisions have been made for contingent liabilities arising from such guarantees, the assumption of liabilities and legal disputes and that such contingencies will not have any material effect on the Group's assets, liabilities, financial position and profit/loss beyond that.

2. Employees

As of 31 March 2017 the OVB Group has a commercial staff of altogether 455 employees (31 December 2016: 431), 43 of which fill managerial positions (31 December 2016: 43).

3. Related party transactions

Notes

Transactions between the Company and its subsidiaries to be regarded as related parties have been eliminated through consolidation and are not discussed in these notes.

OVB has concluded agreements covering the brokerage of financial products with related parties belonging to the SIGNAL IDUNA Group, the Baloise Group and the Generali Group.

Principal shareholders as of 31 March 2017 are companies of

  • n the SIGNAL IDUNA Group,
  • n the Baloise Group and
  • n the Generali Group.

The SIGNAL IDUNA Group is a horizontally organised group of companies ("Gleichordnungsvertragskonzern"). The group's parent companies are:

  • n SIGNAL Krankenversicherung a. G., Dortmund
  • n IDUNA Vereinigte Lebensversicherung aG für Handwerk, Handel und Gewerbe, Hamburg
  • n SIGNAL Unfallversicherung a. G., Dortmund
  • n Deutscher Ring Krankenversicherungsverein a.G., Hamburg.

As of 31 March 2017, IDUNA Vereinigte Lebensversicherung aG für Handwerk, Handel und Gewerbe, Hamburg held shares in OVB Holding AG carrying 31.67 per cent of the voting rights. As of 31 March 2017, Deutscher Ring Krankenversicherungsverein a.G., Hamburg held shares in OVB Holding AG carrying 21.27 per cent of the voting rights. Based on agreements concluded with companies of the SIGNAL IDUNA Group, sales in the amount of EUR 4,989 thousand (31 March 2016: EUR 2,736 thousand) or rather total sales commission in the amount of EUR 6,296 thousand (31 March 2016: EUR 3,772 thousand) were generated in the first quarter of 2017. Receivables exist in the amount of EUR 1,376 thousand (31 December 2016: EUR 1,806 thousand) and liabilities come to EUR 13 thousand (31 December 2016: EUR 2 thousand).

The item "securities and other investments" includes securities issued by the SIGNAL IDUNA Group in the amount of EUR 6,406 thousand (31 December 2016: EUR 1,455 thousand).

As of 31 March 2017, Basler Beteiligungsholding GmbH, Hamburg held shares in OVB Holding AG carrying 32.57 per cent of the voting rights. This company belongs to the Baloise Group, whose parent company is Bâloise Holding AG, Basel. Based on agreements concluded with the Baloise Group, sales in the amount of EUR 7,737 thousand (31 March 2016: EUR 5,933 thousand) or rather total sales commission in the amount of EUR 9,824 thousand (31 March 2016: EUR 8,024 thousand) were generated in the first quarter of 2017, essentially in the Germany segment. Receivables exist in the amount of EUR 4,634 thousand (31 December 2016: EUR 4,049 thousand).

The item "securities and other investments" includes securities issued by Bâloise Holding AG in the amount of EUR 742 thousand (31 December 2016: EUR 730 thousand).

As of 31 March 2017, Generali Lebensversicherung AG, Munich held shares in OVB Holding AG carrying 11.48 per cent of the voting rights. This company is part of the Generali Group, whose German parent is Generali Deutschland Holding AG, Cologne. Based on agreements concluded with the Generali Group, sales in the amount of EUR 5,272 thousand (31 March 2016: EUR 6,955 thousand) or rather total sales commission in the amount of EUR 5,180 thousand (31 March 2016: EUR 7,262 thousand) were generated in the first quarter of 2017. Receivables exist in the amount of EUR 3,278 thousand (31 December 2016: EUR 3,611 thousand) and liabilities come to EUR 521 thousand (31 December 2016: EUR 147 thousand).

The terms and conditions of brokerage contracts concluded with related parties are comparable to the terms and conditions of contracts OVB has concluded with providers of financial products not regarded as related parties.

Items outstanding as of 31 March 2017 are not secured, do not bear interest and are settled by payment. There are no guarantees relating to receivables from or liabilities to related parties.

  1. Subsequent events

Significant reportable events have not occurred since 31 March 2017, the closing date of these interim financial statements.

5. Information on Executive Board and Supervisory Board

Members of the Executive Board of OVB Holding AG:

  • n Mario Freis, Chairman
  • n Oskar Heitz, Deputy Chairman
  • n Thomas Hücker, Operations

Members of the Supervisory Board of OVB Holding AG:

  • n Michael Johnigk (Chairman of the Supervisory Board); Member of the Executive Boards of Deutscher Ring Krankenversicherungsverein a.G., Hamburg; SIGNAL Krankenversicherung a. G., Dortmund; IDUNA Vereinigte Lebensversicherung aG für Handwerk, Handel und Gewerbe, Hamburg; SIGNAL Unfallversicherung a. G., Dortmund; SIGNAL IDUNA Allgemeine Versicherung AG, Dortmund; SIGNAL IDUNA Holding AG, Dortmund
  • n Dr. Thomas A. Lange (Deputy Chairman of the Supervisory Board); Chairman of the Executive Board of NATIONAL-BANK AG, Essen
  • n Markus Jost, Member of the Executive Boards of Basler Lebensversicherungs-AG, Hamburg; Basler Sachversicherungs-AG, Bad Homburg; Basler Sach Holding AG, Hamburg; Managing Director of Basler Saturn Management B.V. in its capacity as general partner of Basler Versicherung Beteiligungen B.V. & Co. KG, Hamburg
  • n Wilfried Kempchen, businessman (ret.), former Chairman of the Executive Board of OVB Holding AG, Düren
  • n Winfried Spies, graduate mathematician (ret.), former Chairman of the Executive Boards of Generali Versicherung AG, Munich, Generali Lebensversicherung AG, Munich, Generali Beteiligungs- und Verwaltungs AG, Munich
  • n Dr. Alexander Tourneau, Member of the Executive Boards of Basler Lebensversicherungs-AG, Hamburg; Basler Sachversicherungs-AG, Bad Homburg; and Basler Sach Holding AG, Hamburg; Managing Director of Basler Saturn Management B.V. in its capacity as general partner of Basler Versicherung Beteiligungen B.V. & Co.KG, Hamburg

Responsibility statement

To the best of our knowledge, and in accordance with the accounting principles applicable to interim financial reporting, the consolidated interim financial statements give a true and fair view of the assets, liabilities, financial position and profit or loss of the Group, and the consolidated interim management report includes a fair review of the development and performance of the business and the position of the Group, together with a description of the principal opportunities and risks associated with the expected development of the Group.

Cologne, 28 April 2017

Mario Freis Oskar Heitz Thomas Hücker

OVB Holding AG

Review report

To OVB Holding AG, Cologne

We have reviewed the condensed interim consolidated financial statements – comprising consolidated statement of financial position, consolidated income statement and consolidated statement of comprehensive income, consolidated statement of cash flows, consolidated statement of changes in equity and selected explanatory notes – and the interim consolidated management report of OVB Holding AG, Cologne, which are components of a quarterly financial report pursuant to Section 37w WpHG (Securities Trading Act), for the period from 1 January to 31 March 2017. The preparation of the condensed interim consolidated financial statements in accordance with the IFRS applicable to interim financial reporting as adopted by the EU and of the interim consolidated management report in accordance with the provisions of the WpHG applicable to interim consolidated management reports is the responsibility of the Company's Executive Board. It is our responsibility to issue a report on the condensed interim consolidated financial statements and the interim consolidated management report based on our review.

We have performed our review of the condensed interim consolidated financial statements and the interim consolidated management report in accordance with the German generally accepted standards for the review of financial statements as determined by the Institute of Public Auditors in Germany (IDW) and additionally in compliance with the International Standard on Review Engagements (ISRE 2410), "Review of Interim Financial Information Performed by the Independent Auditor of the Entity". Those standards require the review to be planned and performed in a way that allows us to rule out with reasonable assurance through critical evaluation that the condensed interim consolidated financial statements have not been prepared in all material respects in accordance with the IFRS applicable to interim financial reporting as adopted by the EU and that the interim consolidated management report has not been prepared in all material respects in accordance with the provisions of the WpHG applicable to interim consolidated management reports. A review is limited primarily to inquiries of company personnel and analytical assessments and therefore does not provide the degree of assurance attainable in an audit of financial statements. As we have not performed an audit of financial statements in accordance with our engagement, we cannot give an audit opinion.

No matters have come to our attention on the basis of our review that lead us to presume that the condensed interim consolidated financial statements have not been prepared in all material respects in accordance with the IFRS applicable to interim financial reporting as adopted by the EU or that the interim consolidated management report has not been prepared in all material respects in accordance with the regulations of the WpHG applicable to interim consolidated management reports.

Düsseldorf, 2 May 2017

PricewaterhouseCoopers GmbH Wirtschaftsprüfungsgesellschaft

Wirtschaftsprüfer Wirtschaftsprüfer (Public Auditor) (Public Auditor)

Michael Peters ppa. Thomas Bernhardt

Financial Calendar

10 May 2017 Results for the first quarter 2017, Conference Call
02 June 2017 Annual General Meeting, Cologne
14 August 2017 Results for the second quarter 2017, Conference Call
09 November 2017 Results for the third quarter 2017, Conference Call

Contact

OVB Holding AG Investor Relations Heumarkt 1 · 50667 Cologne Tel.: +49 (0) 221/20 15 -288 Fax: +49 (0) 221/20 15 -325 E-Mail: [email protected]

Imprint

Published by

OVB Holding AG Heumarkt 1 · 50667 Cologne Tel.: +49 (0) 221/20 15 -0 Fax: +49 (0) 221/20 15 -264 www.ovb.eu

Concept and editing PvF Investor Relations Frankfurter Landstraße 2–4 61440 Oberursel

Design Sieler Kommunikation und Gestaltung GmbH Sophienstraße 44 · 60487 Frankfurt/Main

Our Interim Report is published in German and English

© OVB Holding AG, 2017

Germany OVB Holding AG Cologne www.ovb.eu

OVB Vermögensberatung AG Cologne www.ovb.de

Austria

OVB Allfinanzvermittlungs GmbH Wals/Salzburg www.ovb.at

Croatia OVB Allfinanz Croatia d.o.o. Zagreb www.ovb.hr

Czech Republic OVB Allfinanz, a.s. Prague

www.ovb.cz

France

Entzheim www.ovb.fr

OVB Conseils en patrimoine France Sàrl

Greece OVB Hellas EΠE & ΣIA E.E.

Athens www.ovb.gr

Hungary

OVB Vermögensberatung A.P.K. Kft. Budapest www.ovb.hu

Italy OVB Consulenza Patrimoniale S.r.l. Verona www.ovb.it

Poland OVB Allfinanz Polska Społka Finansowa Sp. z.o.o. Warsaw www.ovb.pl

Romania OVB Allfinanz Romania Broker de Asigurare S.R.L Cluj-Napoca www.ovb.ro

Slovakia OVB Allfinanz Slovensko a.s. Bratislava www.ovb.sk

Spain OVB Allfinanz España S.L. Madrid www.ovb.es

Switzerland OVB Vermögensberatung (Schweiz) AG · Cham www.ovb-ag.ch

Ukraine TOB OVB Allfinanz Ukraine Kiev www.ovb.ua

Talk to a Data Expert

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