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Banco Macro SA Audit Report / Information 2004

Apr 28, 2005

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AUDITED FINANCIAL STATEMENTS

SUD BANK & TRUST COMPANY LIMITED

DECEMBER 31, 2004

SUD BANK & TRUST COMPANY LIMITED

AUDITED FINANCIAL STATEMENTS

DECEMBER 31, 2004

CONTENTS

Page

Independent Auditors’ Report 1

AUDITED FINANCIAL STATEMENTS

Balance Sheet 2

Statement of Income and Deficit 4

Statement of Cash Flows 5

Notes to Financial Statements 7

INDEPENDENT AUDITORS’ REPORT

The Board of Directors and Shareholder of

SUD BANK & TRUST COMPANY LIMITED

We have audited the accompanying balance sheet of Sud Bank & Trust Company Limited (the Bank) as of December 31, 2004 and the related statements of income and deficit and cash flows for the year then ended. These financial statements are the responsibility of the Bank’s management. Our responsibility is to express an opinion on these financial statements based on our audit.

We conducted our audit in accordance with International Standards on Auditing. Those Standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion.

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Bank as of December 31, 2004, and of the results of its operations and its cash flows for the year then ended in accordance with International Financial Reporting Standards.

February 25, 2005

Ernst & Young

The accompanying notes form an integral part of the financial statements. 2

SUD BANK & TRUST COMPANY LIMITED

BALANCE SHEET

(Expressed in United States Dollars)

December 31
2004 2003
ASSETS
Cash and due from banks – demand and call deposits (note 3) $ 121,154,134 $ 57.184,258
Due from parent bank
Operating accounts 33,746 9,760
Loans 555,000 555,000
Accrued interest receivable 1,511 660
Loans 5,178,031 2,528,031
Provisions for loan losses (51,780) -
Investments (note 8) 826,778 3,126,584
Accrued interest receivable 127,038 18,164
Other assets 216,351 94,486
Receivable under upon forward contracts (note 9) 28,701,698 4,703,363
Investment property 2,647,539 3,347,539
Investment in non-consolidated subsidiaries 78,954 46,464
Total assets $ 159,469,000 $ 71,614,309

The accompanying notes form an integral part of the financial statements. 2

SUD BANK & TRUST COMPANY LIMITED

BALANCE SHEET (Continued)

(Expressed in United States Dollars)

December 31
2004 2003
LIABILITIES AND SHAREHOLDER’S EQUITY LIABILITIES
Deposits (note 5)
Banks $ 716,661 $ 939,786
Customers 97,487,392 32,146,425
Accrued interest payable 402,671 142,840
Payable under open forward contracts (note 9) 10,227,319 16,086
Forward sales of government securities under open forward contracts. 19,796,125 6,090,054
Other accounts payable 119,103 128,561
Total liabilities 128,749,271 39,463,752
SHAREHOLDER´S EQUITY
Share capital
Authorized, issued and fully paid
9,816,900 shares at par value of $ 1 each 9,816,900 9,816,900
Irrevocable advances for future capitalization (note 13) 30,000,000 30,000,000
Share premium 713,100 713,100
Deficit (9,810,271) (8,379,443)
Total shareholder’s equity 30,719,729 32,150,557
Total liabilities and shareholder´s equity $ 159,469,000 $ 71,614,309

COMMITMENTS (note 9)

SUBSEQUENT EVENT (note 18)

Approved By The Board:

Guido Simeto Director Elías Szteren Director

The accompanying notes form an integral part of the financial statements. 3

SUD BANK & TRUST COMPANY LIMITED

STATEMENT OF INCOME AND DEFICIT

(Expressed in United States Dollars)

Year ended December 31
2004 2003
INCOME
Interest on bank deposits, loans and overdrafts $ 2,930,845 $ 3,156,593
Interest on investment 10,787 337,074
Interest expense (1,847,135) (830,233)
Net interest income 1,094,497 2,663,434
Income on forward contracts 200,416 -
Exchange income 137,903 -
Other income (note 14) 127,492 620,392
Services fees 44,575 61,568
Equity in earnings of subsidiaries 2,490 -
Total other income 512,876 681,960
1,607,373 3,345,394
EXPENSES
Administration and general expenses (note 16) 769,780 646,581
Loan losses 91,680 -
Services charges 51,133 2,256
Commissions 38,523 39,833
Depreciation 7,585 3,742
Loss on forward contracts - 1,677,434
Exchange loss - 127,384
Equity in losses of subsidiaries - 25,737
Total expenses 958,701 2,522,967
Net operating income 648,672 822,427
Net income (loss) on investments (note 15) (2,079,500) 1,363,118
NET INCOME (LOSS) (1,430,828) 2,185,545
Deficit at beginning of year (8,379,443) (10,564,988)
DEFICIT AT END OF YEAR $ (9,810,271) $ (8,379,443)

The accompanying notes form an integral part of the financial statements. 4

SUD BANK & TRUST COMPANY LIMITED

STATEMENT OF CASH FLOWS

(Expressed in United States Dollars)

Year ended December 31
2004 2003
Cash and cash equivalents provided by (used for):
OPERATING ACTIVITIES
Net income (loss) for the year $ (1,430,828) $ 2,185,545
Adjustment for items not involving cash:
Depreciation 7,585 3,742
Loss on forward contracts 305,434 1,677,434
Other income (73,600) (551,876)
Equity in (earnings) loss of subsidiaries (2,490) 25,737
Loss (income) on investments 760,982 (1,363,118)
Loan losses 91,680 -
Changes in operating assets and liabilities:
Accrued interest receivable (138,774) (984)
Accrued interest payable 259,831 88,016
Other assets (124,662) (48,005)
Other accounts payable (9,458) 63,103
Net cash provided by (used for) operating activities (354,300) 2,079,594
INVESTING ACTIVITIES
Purchase of equipment (12,098) (34,346)
Sale of equipment 7,310 -
Purchase of investment property - (1,533,558)
Sale of investments property 773,600 -
Sale of current investments 1,538,824 783,114
Increase in investment in non-consolidates subsidiaries (30,000) (66,621)
Net increase in loans (2,660,000) (93,896)
Net (increase) decrease in due from parent bank (24,837) 2,872,340
Net increase in receivable under open forward contracts (23,912,587) (4,703,363)
Net cash used for investing activities (24,319,788) (2,776,330)

The accompanying notes form an integral part of the financial statements. 5

SUD BANK & TRUST COMPANY LIMITED

STATEMENT OF CASH FLOWS (Continued)

(Expressed in United States Dollars)

Year ended December 31
2004 2003
FINANCING ACTIVITIES
Net increase in deposits $ 65,117,842 $ 18,222,474
Net increase in payable under open forward contract 23,526,122 4,428,706
Net cash provided by financing activities 88,643,964 22,651,180
Net increase in cash and cash equivalents 63,969,876 21,954,444
Cash and cash equivalents at beginning of year 57,184,258 35,229,814
CASH AND CASH EQUIVALENTS AT END OF YEAR $ 121,154,134 $ 57,184,258
Supplemental cash flow information:
Interest received $ 2,803,518 $ 3,501,817
Interest paid $ 1,587,304 $ 742,217

The accompanying notes form an integral part of the financial statements. 6

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

1. CORPORATE INFORMATION

Sud Bank & Trust Company Limited (the Bank) was incorporated in 1991 under the laws of the Commonwealth of The Bahamas and is licensed under the Banks and Trust Companies Regulation Act 1965, as amended, to carry on banking and trust business from within The Bahamas. The address of its registered office is Norfolk House, Frederick Street Ground Floor, Nassau, Bahamas. The principal activities of the Bank consist of providing banking and investment management services.

The Bank had 5 (2003: 4) employees at year-end.

The Bank is a wholly-owned subsidiary of Banco Macro Bansud S.A. (the Parent), a bank organized under the laws of Argentina. A significant part of the Bank’s business is transacted with related parties.

The financial statements of the Bank were authorized for issue by the Board of Directors on

February 25, 2005.

2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

Basis of accounting

These financial statements are prepared in accordance with International Financial Reporting Standards, which comprise standards and interpretations approved by the International Accounting Standards Board and interpretations issued by its Standing Interpretations Committee. The financial statements are expressed in United States (U.S.) dollars. The preparation of financial statements requires management to make estimates and assumptions that affect the reported amounts and disclosures in the financial statements. Actual results could differ from those estimates. The financial statements are prepared under the historical cost convention, except for investments, forward contracts and loans which are measured at fair value.

Revenue recognition

Interest income, interest expense, services fees and services charges are recorded on the

accrual basis.

7

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Trade date accounting

All “regular way” purchases and sales of financial assets are recognized on the “trade date”, i.e., the date that the Bank commits to purchase or sell the asset. Regular way purchases and sales are purchases or sales of financial assets that require delivery of assets within the time frame generally established by regulation or convention in the market place.

Impairment and uncollectibility of financial assets

An assessment is made at each balance sheet date to determine whether there is objective evidence that a financial asset or group of financial assets may be impaired. If such evidence exists, the estimated recoverable amount of that asset is determined and any impairment loss recognized for the difference between the recoverable amount and the carrying amount is included in the statement of income.

Forward contracts

The Bank enters into forward contracts, which are stated at fair value. The fair value of a forward contract is the equivalent of the unrealized gain or loss from marking to market the forward contract using prevailing market prices.

Loans

Loans are stated at the principal amount less any specific provisions for losses which management consider necessary. Management’s periodic evaluation of the adequacy of the provision is based on the Bank’s past loan loss experience, known and inherent risks in the portfolio, adverse situations that may affect the borrower’s ability to repay, the estimated value of any underlying collateral, and current economic conditions. Effective January 1, 2004, the Bank maintains a general provision that is required to meet the Bank’s statutory requirement. Changes to this amount are reflected within net income for the year.

8

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Cash and cash equivalents

Cash and cash equivalents include demand and call balances due from banks.

Investments

Investments are held for short-term investment purposes and are classified as held for trading and are carried at fair value. Bonds are carried at estimated market value as reported by stock exchanges based on the most recent trades.

Securities are recorded on the trade date. Dividend income is recorded on the ex-dividend date, or when known, and interest is recorded on the accrual basis as earned.

Investment in non-consolidated subsidiaries

The Bank does not prepare consolidated financial statements since it is itself a wholly-owned subsidiary. The Parent Bank issues consolidated financial statements.

The investment in non-consolidated subsidiaries is accounted for based on the equity method of accounting. As of year-end, the Bank had investments in the following wholly-owned nonconsolidated subsidiaries:

Company name Country of incorporation
Sud Asesores S.A.F.I. Uruguay Uruguay
Sud Asesores (R.O.U.) S.A. Uruguay Uruguay

9

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)

Investment property

Investment property represents undeveloped land acquired for capital appreciation and is carried at cost less impairment losses. The Bank’s management estimates that no impairment losses have occurred as of December 31, 2004 (2003 - nil).

Foreign currency translation

Monetary assets and liabilities in foreign currencies are translated into U.S. dollars using yearend rates of exchange. Statement of income items in foreign currencies are recorded in U.S. dollars by applying the exchange rates existing at the dates of the transactions. All exchange differences are included in the statement of income for the year.

Assets under administration

Assets under administration have not been included in these financial statements. Total assets under administration as at December 31, 2004 approximated $3.8 million (2003: $3.5 million).

Taxation

There are no income taxes imposed on the Bank in the Commonwealth of The Bahamas.

10

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

3. CASH AND DUE FROM BANKS

Cash and due from banks comprise the following:

2004 2003
Cash $ 16,872 49,975
Due from banks
Standard Chartered Bank N.Y. 96,407,215 42,440,294
American Express N.Y. 18,382,808 13,442,286
Morgan Guaranty Brussels Euroclear 5,781,771 1,013,085
Standard Chartered Bank London 468,086 -
Wachovia Securities 47,271 226,341
Nuevo Banco Comercial 30,456 -
Sud Valores S.A. Soc. de Bolsa 10,682 12,277
Pershing LLC 5,000 -
The Winterbotham Merchant Bank 3,968 -
Bulltick LLC 5 -
$121,154,134 $57,184,258

4. PARENT COMPANY AND AFFILIATES

Balances with the Parent Bank and companies controlled by it at the balance sheet date are as follows:

ASSETS
Cash and due from banks – demand and call deposits $ 10,682 $ 12,277
Due from parent bank
Operating accounts 33,746 9,760
Loans 555,000 555,000
Accrued interest receivable 1,511 660
$ 600,939 $ 577,697
LIABILITIES
Deposits $ 939,006 $ 1,162,456

11

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

4. PARENT COMPANY AND AFFILIATES (Continued)

Transactions with the Parent and companies controlled by it in the statement of income for the year ended December 31 are as follows:

2004 2003
Interest on bank deposits, loans and overdrafts $ 1,828,605 $ 2,904,339
Interest expensive (7,465) (33,602)
Services fees 4,400 -
$ 1,825,540 $ 2,870,737

5. DEPOSITS

Deposits comprise the following:

2004 2003
Banks Customers Banks Customers
Demand $ 716,661 $ 17,574,895 $ 939,786 $ 9,516,989
Time - 79,912,497 - 22,629,436
$ 716,661 $ 97,487,392 $ 939,786 $32,146,425

12

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

6. MATURITIES OF ASSETS AND LIABILITIES

Banking monetary assets and liabilities can be classified based on the period remaining to

maturity from the balance sheet date, as follows:

December 31, 2004:

Due on demand Less than 3 months 3-12 months More than 12 months Total
MONETARY ASSETS
Cash and due from banks $ 121,154,134 $ - $ - $ - $ 121,154,134
Due from parent bank
Operating accounts 33,746 - - - 33,746
Loans - - - 555,000 555,000
Loans - - - 5,178,031 5,178.031
Forward contracts - 27.771.198 - 930,500 28,701,698
MONETARY LIABILITIES
Due to banks 716,661 - - - 716,661
Due to customers 17,574,895 72,859,610 7,052,887 - 97,487,392
Forward contracts - 28,446,432 - 1,577,012 30,023,444

13

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

6. MATURITIES OF ASSETS AND LIABILITIES (Continued)

December 31, 2003:

Due on demand Less than 3 months 3-12 months More than 12 months Total
MONETARY ASSETS
Cash and due from banks $ 57,184,258 $ - $ - $ - $ 57,184,258
Due from parent bank
Operating accounts 9,760 - - - 9,760
Loans - - - 555,000 555,000
Loans - - 200,000 2,328,031 2,528,031
Forward contracts - 1,496,086 - 3,207,277 4,703,363
MONETARY LIABILITIES
Due to banks 939,786 - - - 939,786
Due to customers 9,516,989 19,546,463 3,082,973 - 32,146,425
Forward contracts - 1,526,485 - 4,579,655 6,106,140

14

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

7. CONCENTRATIONS OF ASSETS AND LIABILITIES

The following is an analysis of significant concentrations of monetary assets and liabilities:

December 31, 2004:

United States of América Argentina Bahamas Other Total
MONETARY ASSETS
Cash and due from banks $ 114,846,267 $ 15,558 $ 11,996 $ 6,280,313 $ 121,154,134
Due from parent bank
Operating accounts - 33,746 - - 33,746
Loans - 555,000 - - 555,000
Loans - 2,328,031 - 2,850,000 5,178,031
Forward contracts - 6,243,567 - 22,458,131 28,701,698
MONETARY LIABILITIES
Due to banks - 716,661 - - 716,661
Due to customers 4,477,238 88,472,559 45,600 4,491,995 97,487,392
Forward contracts - 6,577,012 - 23,446,432 30,023,444

15

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

7. CONCENTRATIONS OF ASSETS AND LIABILITIES (Continued)

December 31, 2003:

United States of América Argentina Bahamas Other Total
MONETARY ASSETS
Cash and due from banks $ 56,108,921 $ 55,543 $ 6,710 $ 1,013,084 $ 57,184,258
Due from parent bank
Operating accounts - 9,760 - - 9,760
Loans - 555,000 - - 555,000
Loans - 2,328,01 - 200,000 2,528,031
Forward contracts - 4,703,363 - - 4,703,363
MONETARY LIABILITIES
Due to banks - 939,786 - - 939,786
Due to customers - 23,292,835 8,778,911 74,679 32,146,425
Forward contracts - 6,106,140 - - 6,106,140

16

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

8. INVESTMENTS

Investments comprise the following:

2004 2003
Argentine Government Bonds $ 815,039 $ 3,109,945
Other 11,739 16,639
$ 826,778 $ 3,126,584

The Argentine Government Bonds represent:

Nominal Value Market Value
“Bonos del Gobierno Argentino US$ Libor 2012” $ 782,300 $ 662,923
“Bonos Externos Globales 2027” 300,000 98,863
“Bonos Externos Globales 2009” 21,000 7,132
“Bonos Externos Globales 2008” 17,790 5,907
“Bonos Externos Globales 2003” 96,000 31,304
“Bonos del Tesoro 2002” 28,000 8,709
“Bocon Prev. $ 3á. serie” 400 201
$ 815,039

9. COMMITMENTS

Derivative financial instruments

Forward contracts are contracts to purchase and to sell securities and currencies at specific prices on specific dates in the future. Risk arises from the potential inability of counterparties to perform under the terms of the contracts (credit risk) and from fluctuations in prices (market risk).

17

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

9. COMMITMENTS (Continued)

The contract amounts of open forward contracts were as follows:

December 31, 2004:

Commitments under Forward contracts Assets Liabilities
Commitments to purchase $ 10,313,067 $ 10,227,319
Commitments to sell 18,388,631 19,796,125
$ 28,701,698 $ 30,023,444

December 31, 2003:

Commitments under Forward contracts Assets Liabilities
Commitments to purchase $ 7,971 $ 8,115
Commitments to sell 4,695,392 6,098,025
$ 4,703,363 $ 6,106,140

The contract amounts of these instruments reflect the extent of the Bank’s involvement in forward contracts and do not represent the Bank’s risk of loss due to counterparty nonperformance. The credit risk is limited to the amounts with a positive value reflected in the Bank’s balance sheet.

10. FAIR VALUE OF FINANCIAL INSTRUMENTS

Financial instruments utilized by the Bank include recorded assets and liabilities, as well as items that principally involve off-balance sheet risk. The majority of the Bank’s financial instruments are either short-term in nature or have interest rates that automatically reset to market on a periodic basis. Accordingly, the estimated fair value is not significantly different from the carrying value for each major category of the Bank’s recorded assets and liabilities.

18

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

11. FINANCIAL RISK MANAGEMENT

The Bank’s financial instruments, other than derivatives, comprise deposits, money market

assets and liabilities, some cash and liquid resources, and other various items that arise directly from its operations. The main risks arising from the Bank’s financial instruments are credit, liquidity interest rate, market and foreign currency risk. The Board reviews and agrees policies managing each of these risks and they are summarized below.

Credit risk

Credit risk is the risk that a customer or counterparty will be unable or unwilling to meet a commitment that it has entered into with the Bank. The Bank manages counter-party credit risk centrally to optimize the use of credit availability and to avoid excessive risk concentration. Customer credit risk is monitored on a daily basis by management. The Bank’s Board of Directors receives regular reports on credit exposures, levels of bad debt provisioning and bank exposure limits.

Credit risk exposure

The Bank’s maximum exposure to credit risk (not taking into account the value of any collateral or other security held) in the event the counterparties fail to perform their obligations as at December 31, 2004 in relation to each class of recognized financial assets other than derivatives, is the carrying amount of those assets as indicated in the balance sheet.

With respect to derivative financial instruments, credit risk arises from the potential failure of counterparties to meet their obligations under the contract.

Liquidity risk

Liquidity risk is the risk that the Bank will encounter difficultly in realizing assets or otherwise raising funds to meet commitments. The Bank monitors expected cash outflow on a daily basis. Its policy throughout the year has been to ensure liquidity by maintaining at all times sufficient high quality liquid assets to cover expected net cash outflow. The maturity analysis of the assets and liabilities are disclosed in note 6 above.

19

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

11. FINANCIAL RISK MANAGEMENT (Continued)

Interest rate risk

Exposure to interest rate risk is the risk that arises where there is an imbalance between rate and non-rate sensitive assets and liabilities. The Bank’s policy is to maintain the interest rate risk at a minimal level except that management may invest shareholders’ funds in fixed or floating rate instruments in response to market conditions.

The table in note 12 shows the Bank’s exposure to interest rates for the U.S. dollar at December 31, 2004.

Market risk

Market risk is the risk that significant fluctuations will occur in the market value of investments due to changes in market prices, currency rates and other market factors. Market risk embodies not only the potential for loss but also the potential for gain. Market risk is primarily concentrated in investments. This risk is managed by the treasury department of the Parent.

Foreign currency risk

Foreign currency risk is the risk that the value of a financial instrument will fluctuate because of changes in foreign exchange rates. The Bank’s foreign exchange exposure arises from providing services to customers. The Bank’s policy is to hedge against foreign exchange risks by matching currency liabilities with currency assets. Currency exposure is monitored on a daily basis and reviewed by management.

The currency exposure is stated below in U.S. dollars:

20

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

11. FINANCIAL RISK MANAGEMENT (Continued)

December 31, 2004:

United States dollars Argentina Pesos Euros Uruguay Pesos Total
Assets
Cash and due from banks
- demand and call deposits $ 121,132,405 $ 3,447 $ 17,591 $ 691 $ 121,154,134
Due from parent bank
Operating accounts 8,673 25,073 - - 33,746
Loans 555,000 - - - 555.000
Accrued interest receivable 1,511 - - - 1,511
Loans 5,178,031 - - - 5,178,031
Provisions for loan losses (51,780) - - - (51,780)
Investment 826,778 - - - 826,778
Accrued interest receivable 127,038 - - - 127,038
Other assets 216,351 - - - 216,351
Receivable under open forward contracts 28,701,698 - - - 28,701,698
Investment property 2,647,539 - - - 2,647,539
Investment in non-consolidated subsidiaries 78,954 - - - 78,954
Total assets $ 159,422,198 $ 28,520 $ 17,591 $ 691 $ 159,469,00
Liabilities
Deposits
Bank $ 716,661 $ - $ - $ - $ 716,661
Customers 97,471,600 8,400 7,332 - 97,487,392
Accrued interest payable 402,671 - - - 402,671
Payable under open forward contracts 10,227,319 - - - 10,227,319
Forward sales of government securities under open forward contracts 19,796,125 - - - 19,796,125
Other accounts payable 119,103 - - - 119,103
Total liabilities $128,733,539 $ 8,400 $ 7,332 $ - $ 128,749,271

21

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

11. FINANCIAL RISK MANAGEMENT (Continued)

December 31, 2003:

United States dollars Argentina Pesos Euros Total
Assets
Cash and due from banks
- demand and call deposits $ 57,160,720 $ 12,277 $ 11,261 $ 57,184,258
Due from parent bank
Operating accounts 180 9,580 - 9,760
Loans 555,000 - - 555.000
Accrued interest receivable 660 - - 660
Loans 2,528,031 - - 2,528,031
Investment 3,126,584 - - 3,126,584
Accrued interest receivable 18,164 - - 18,164
Other assets 94,486 - - 94,486
Receivable under open forward contracts 4,695,248 8,115 - 4,703,363
Investment property 3,347,539 - - 3,347,539
Investment in non-consolidated subsidiaries 46,464 - - 46,464
Total assets $ 71,573,076 $ 29,972 $ 11,261 $ 71,614,309
Liabilities
Deposits
Bank $ 939,786 $ - $ - $ 939,786
Customers 32,126,101 18,353 1,971 32,146,425
Accrued interest payable 142,840 - - 142,840
Payable under open forward contracts 7,971 8,115 - 16,086
Forward sales of government securities under open forward contracts 6,090,054 - - 6,090,054
Other accounts payable 113,007 15,554 - 128,561
Total liabilities $39,419,759 $ 42,022 $ 1,971 $ 39,463,752

22

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

12. INTEREST RATE EXPOSURE

The Bank’s exposure to interest rates for significant interest-bearing monetary assets and liabilities for the U.S. dollar is as follows:

2004 2003
Assets
Due from banks 1.906% - 2.015% 0.65% - 0.7%
Loans 2.58% - 10% 1.2588% - 18%
Liabilities
Due to customers 1.25% - 5% 3% - 5%

13. IRREVOCABLE ADVANCES FOR FUTURE CAPITALIZATION

On January 25, 2002 and April 25, 2002, the Parent made cash contributions of $10,000,000 and $20,000,000 respectively. These contributions have been recorded as “Irrevocable advances for future capitalization” in the shareholder’s equity section of the balance sheet.

On March 26, 2004, the Central Bank of The Bahamas approved the increase of the capital by $30,000,000.

14. OTHER INCOME

Other income comprise the following:

2004 2003
Income on investment property sale $ 73,600 $ -
Income on option sale 29,000 -
Income on acquisition of loans 21,439 551,876
Other 3,453 68,516
Total $ 127,492 $ 620,392

23

SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

15. NET INCOME (LOSS) ON INVESTMENTS

Net income (loss) on investments represents the income (loss) that arose from changes in market price of securities.

16. ADMINISTRATION AND GENERAL EXPENSES

Administration and general expenses comprise the following:

2004 2003
Expenses of Bahamas office $ 317,670 $ 256,071
Personnel costs 218,000 166,360
Professional fees 106,351 93,347
Other 85,592 81,103
Taxes 42,167 49,700
Total $ 769,780 $ 646,581

17. ECONOMIC SITUATION IN ARGENTINA

The Argentine economic and financial situation worsened during late 2001, when the government debt payments were suspended and a severe restriction was imposed on withdrawals of funds from financial institutions. In early 2002, the Argentine Congress enacted Public Emergency and Foreign Exchange System Reform Law No. 25,561 that introduced dramatic changes to the economic model implemented until that date and amended the Convertibility Law (the currency board that pegged the Argentine peso at parity with the U.S. dollar) effective since March 1991. After a period of an official foreign exchange market, a single foreign exchange market was established, subject to B.C.R.A. (Central Bank of Argentina) requirements and regulations.

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SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

17. ECONOMIC SITUATION IN ARGENTINA (Continued)

Such law and the subsequent administrative orders established, among others, measures that affected the financial system, namely: (a) the switch into pesos of payables (including payables to the financial sector), agreements rates originally denominated in U.S. dollars at the exchange rate of ARS 1 = U.S.$1; (b) the Federal Executive’s possibility of establishing compensatory measures intended to avoid financial institutions imbalance as a result of the impact caused by the measures related to the switch into pesos of certain loans, which then gave rise to the issuance of bonds to bear the financial system imbalance; (c) the switch into pesos of deposits denominated in U.S. dollars or other existing foreign currencies in the financial system at the exchange rate of ARS 1.40 = U.S.$1 or its equivalent in other currencies; and (d) the adjustment of receivables and payables switched into pesos by the C.E.R. (Benchmark Stabilization Coefficient). Law No. 25,972, which was passed on December 17, 2004, extended through December 31, 2005, the state of public emergency declared by Law No. 25,561.

Subsequently, there has been significant progress in overcoming the negative consequences mentioned above involving, among other measures, monetary re-unification, the relaxation of foreign-exchange controls, compensation to banks for the asymmetrical switch into pesos, the start of the government debt restructuring process, the signing of the Letter of Intent with the International Monetary Fund, the final swap phase of provincial debt instruments, restructuring of private-sector debts and the lifting of restrictions on bank deposits.

However, a number of issues remain pending resolution including closing the restructuring of government debt, the definitive resolution of constitutional rights protection related to the refund of deposits in the original currency, the financial institutions compensation process, as well as restructuring and fortifying the financial system.

The Bank’s management is permanently evaluating the significance of the effects that the above mentioned issues pending resolution may bring about. However, it believes that the effects resulting therefrom will not be material to the financial statements taken as a whole. These financial statements should be read in the light of the circumstances explained above.

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SUD BANK & TRUST COMPANY LIMITED

NOTES TO FINANCIAL STATEMENTS

December 31, 2004

(Expressed in United States Dollars)

18. SUBSEQUENT EVENT

During January 2005, the Bank sold one of its investment properties and realized a gain of $1.1 million.

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