INSIGNIA FINANCIAL LTD — M&A Activity 2025

Apr 16, 2025

==> picture [167 x 92] intentionally omitted <==

ASX Release – 17 April 2025

Extension of Exclusivity Period

Insignia Financial Ltd (ASX: IFL) (“Insignia Financial”) refers to its previous announcements regarding the revised non-binding and indicative proposals from each of Bain Capital Private Equity, LP (“Bain”) and CC Capital Partners, LLC (“CC Capital”) (“Bidders”) to acquire all of the shares in Insignia Financial by way of a scheme of arrangement (“Proposals”).

Following requests from both Bidders, the Exclusivity Period in the Exclusivity Deed agreed with each Bidder will be extended by an additional four weeks, on the same terms as the original deed.

The extension is to allow the Bidders to finalise debt funding and associated due diligence, and finalisation of Scheme Implementation Deed terms.

There is no certainty that either Proposal will result in any transaction being put to Insignia Financial shareholders for their consideration.

Insignia Financial shareholders do not need to take any action in relation to either Proposal.

Insignia Financial will continue to keep the market informed in accordance with its continuous disclosure obligations.

This announcement was approved for release by the Board of Insignia Financial Ltd.

-ENDS-

About Insignia Financial Ltd

With origins dating back to 1846, today the Insignia Financial Group is a leading Australian wealth manager. Insignia Financial Ltd provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers.

Further information can be found at www.insigniafinancial.com.au

Investor enquiries

Media enquiries

Andrew Ehlich Francine McMullen General Manager Capital Markets General Manager, Corporate Affairs Insignia Financial Insignia Financial M: +61 407 223 044 M: +61 476 806 940 E: andrew.ehlich@insigniafinancial.com.au E: francine.mcmullen@insigniafinancial.com.au

Page 1 of 1