Stop parsing PDFs. Get the API. Request Access

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

MLP SE

Investor Presentation • Jun 11, 2007

289_ip_2007-06-11_929205bb-fc35-414e-9556-cd2f7a868e8a.pdf

Investor Presentation

Open in Viewer

Opens in native device viewer

MLP –Positioning and Growth Strategy

Investor Presentation

Sal. Oppenheim European Midcap Forum New York June 11&12, 2007

Agenda

  • yStrategic realignment
  • yMLP´s unique business model
  • yMLP´s positioning in growth markets
  • yMLP Wealth Management
  • yGrowth drivers and outlook
  • ySummary
  • y Appendix
  • yQ1 2007 results
  • yMLP Wealth Management – Concepts and Products
  • yContact

MLP focuses on independent consulting

3 phases to further differentiation

2004/2005

Increasing independent position

  • • Changes to organisational structure
  • • Sale of insurancesubsidiaries
  • • Focus on core businesssegments

2006

Building up further unique selling points

  • • Licence as investmentand acquisition agent
  • •Shareholding in Feri
  • • Strengthening the integral approach

2007

Differentiation from the market

  • •Independence
  • ÆRegistration as broker
  • •Integral approach
  • Æ Unique offering in all sectors
  • •Consultation quality
  • Æ High standards in training and consulting

ÆMLP has clear unique selling points

IFA sales channel is expected to gain market share

Market share of different sales channels for financial products in Germany

Source: Tillinghast Sales Channel Survey Germany

* Estimate, ** incl. IFAs and multi tight agents, *** Direct incl. Internet sales

Unique business model

Combination of quality of advice - customer focus - independence makes business model unique

Target group-specific form of address

Attractive risk profiles

Core competencies in growth markets

Excellent growth potential

E
i
d
t
t
s
m
a
e
k
h
*
t
t
m
a
r
e
g
r
o
w		 M
L
P
l
i
t
c
o
n
s
u
n
g		 M
i
d
t
e
r
m
-
d
l
M
L
P
t
e
v
e
o
p
m
e
n
O
l
d-
i
i
i
a
g
e
p
e
n
s
o
n
p
r
o
s
o
n
v		 1
0
%
5-
p.
a		 C
t
o
r
e
c
o
m
p
e
e
n
c
e
P
i
h
l
h
i
i
t
t
r
a
e
e
a
c
a
r
e
p
r
o
s
o
n
v
v		 M
i
d-
t
e
r
m
i
i
d
d
n
c
r
e
a
s
n
g
e
m
a
n		 C
t
o
r
e
c
o
m
p
e
e
n
c
e
W
l
h
t
t
e
a
m
a
n
a
g
e
m
e
n		 5-
7
%
p.
a		 F
t
u
u
r
e
c
o
r
e
t
c
o
m
p
e
e
n
c
e
f
N
l
i
i
o
n-
e
n
s
u
r
a
n
c
e
s		 S
l
l
d
m
a
e
c
r
e
a
s
e
i
p
r
e
m
m
s
m
s
u
u		 P
f
h
i
d
t
t
t
t
a
r
o
e
n
e
g
r
a
e
l
i
h
t
c
o
n
s
u
n
g
a
p
p
r
o
a
c
F
i
i
n
a
n
c
n
g		 1
0
%
p.
a		 f
P
h
i
d
t
t
t
t
a
r
o
e
n
e
g
r
a
e
l
i
h
t
c
o
n
s
u
n
g
a
p
p
r
o
a
c

*Source: Roland Berger, zeb, Allianz Global Investors, Datamonitor, KPMG, MLP.

y Target: Mid-term increase in proportion of revenue from wealth management from currently around 6 % up to 20 %

German social security systems are under pressure

Demographic trend is growth driver for pension and health provision markets

Number of employees who finance one retiree

Growth driver demographic change

Demographic trend is growth driver for pension and health provision markets

Estimated development of the population in Germany

Attractive market environment for wealth management

Growth perspectives for wealth management in Germany

  • y The German private banking market offers high growth perspectives in Europe
  • y Growth drivers:
  • yInheritances
  • yIncrease in assets

Source: zeb/rolfes, schierenbeck associates, Datamonitor

Page 9

Wealth management offers high potential

Financial assets of private households in Germany

Average per household

  • y Average AuM per client only around € 5,000 so far
  • y High potential in client penetration

Source: Bundesbank, Stat. Bundesamt

Increasing value creation potential

MLP Wealth Management

Potential sales revenue MLP Finanzdienstleistungen AG per year and client

  • y Wealth management takes on greater importance with advancing age
  • y Further increase and diversify assets through intelligent concepts

Low average age offers high potential

Targeted expansion of MLP Wealth Management

Clients by age

  • y MLP clients' income and savings quotas clearly exceed average levels
  • y The average age of an MLP client is 39
  • y Already 37 per cent of clients are older than 40
  • y The number of clients over 40 years of age will double within five years

Group structure is aligned to support core competencies

* Licence to offer full banking services ** Licence to act as financial investment agent and advisor under § 32 German Banking Law

MLP Bank – an important USP for wealth management

Efficient and specialised service platform geared towards client needs

  • ÆConsistent implementation of a best-of approach on own service platform
  • Æ Own banking platform is a decisive prerequisite for client-oriented liquidity and wealth management

Feri – The ideal partner for MLP

Core data and reasons for expanding wealth management segment

y

Wealth management segment expansion – a logical step

  • yEnormous potential within existing MLP client base
  • y Wealth management offers high revenue potential especially among the over 40's
  • yMLP Bank as service platform specialising in client needs

Feri – the ideal partner for MLP

  • yHigh competence and high know-how
  • yStrong brand awareness and reputation
  • Joint assets under management / control of € 10.8 bn
  • yContinuation of successful business model
  • yPartners maintain holding in company

Consistent implementation of a strong partnership

Know how to develop tailor- made wealth management concepts

Added value through MLP Wealth Management

Exclusive investment concepts for private clients

Market

  • • Product sales based on past performance
  • •Standardized solutions
  • • Utilization of a very limited investment universe / spectrum

  • • Hardly any continuity in reviewing client objectives and actual performance

  • • Individual and integrated consultancy based on client objectives

  • • Best-of approach utilising all investment options
  • • Solutions so far restricted to HNWI (> 500 thsd €) are now being made available to sophisticated clients
  • •Risk-adjusted performance
  • •Comprehensive after-sales service
  • • Excellent transparency through extensive reporting

Wealth Management is integrated into the consulting process

Individual concepts

MLP and Feri cover the whole market

Higher client penetration through transfer of know how

Outlook reiterated

Forecast 2007

EBIT guidance

Outlook reiterated: Wealth management becomes more important

Medium-term planning

2
0
0
7		 M
d
i
t
e
m
e
r
m
u
-
O
l
d
i
i
i
i
-a
g
e
p
e
n
s
o
n
p
r
o
s
o
n
s
n
c
o
m
e
v
W
l
h
i
t
t
e
a
m
a
n
a
g
e
m
e
n
n
c
o
m
e
H
l
h
i
i
t
e
a
n
s
r
a
n
c
e
n
c
o
m
e
u
N
b
f
l
t
t
m
e
r
o
c
o
n
s
a
n
s
u
u		 3
0
0
0
,		 S
d
h
t
t
e
a
g
r
o
y
w
  • yMLP focuses on independent consulting
  • y Quality of advice – target group focus – independence form the unique business model
  • yCore competencies in growth markets
  • yWealth management will be an additional core competence
  • yMLP and Feri cover the whole wealth management market
  • yManagement focus on growth drivers

Appendix

  • yQ1 2007 results
  • yMLP Wealth Management – Concepts and Products
  • yContact

Highlights Q1 2007

  • y Integrated sales approach further strengthened
  • y MLP clients can withdraw cash free of charge worldwide with MLP credit card
  • yBrokerage of certificates and bonds
  • y Occupational pension provision business contributed around 8 % to total new business volume in pension provisions
  • yTotal income + 11 %
  • yEBIT + 34 %

Total income increased

Total income

Brokerage business at previous year's level

Income from brokerage business, Q1 2007 (Q1 2006): € 107.1m (€ 106.0m)

Clear profit increase

Continuing operations

Income statement

[
i
€
]
n
m		 Q
1
2
0
0
6		 Q
1
2
0
0
7
T
l
i
t
o
a
n
c
o
m
e		 1
2
9
8		 1
4
4
7
E
B
I
T		 1
2
5		 1
6
7
F
i
t
n
a
n
c
e
c
o
s		 2
0		 0
5
E
B
T		 1
4
5		 1
1
7
T
a
e
s
x		 6
0
-		 7
2
-
N
f
i
t
t
e
p
r
o		 8
5		 9
9
S
E
P
i
€
n		 0
0
8		 0
1
0
  • yTotal income + 11%
  • yEBIT + 34 %
  • yNet profit + 16 %

High margin in the consulting and sales segment

Segment reporting

[
in
€
]
m		 Q
1
2
0
0
6		 Q
1
2
0
0
7
Co
l
in
d
le
t
t
ns
u
g
an
sa
s
se
g
m
en
Se
inc
t
g
m
en
om
e		 1
0
9.
9		 1
1
1.
4
E
B
I
T		 1
3.
6		 1
3.
4
(
Ge
)
E
B
I
T
in
in
%
m
ar
g
rm
an
y		 1
3.
5		 1
4.
8
E
B
I
T
fo
ig
ion
t
re
n
op
er
a
s		 -0
7		 -2
5
Ne
bu
in
w
s
es
s
O
l
d-
is
ion
(
in
€
b
ln
)
ag
e
p
ro
v		 1.
6		 0.
9
He
l
h
ins
t
a
ur
an
ce		 1
6.
5		 1
4.
6
Lo
d
tg
an
s a
n
m
or
ag
es		 3
0
4		 3
0
6
(
)
Fu
ds
de
in
€
b
ln
t
n
n
r m
an
ag
em
en
u		 1
0.
8
*		 1
0.
8
Ba
k
in
t
n
g
se
g
m
en
Se
inc
t
g
m
en
om
e		 1
6.
7		 1
8.
9
E
B
I
T		 1.
5		 1.
7
W
l
h
t
t s
t
ea
m
an
ag
em
en
eg
m
en
Se
inc
t
g
m
en
om
e		 - 9.
9
E
B
I
T		 - 1.
4

* as at 31/12/06

Page 29

Strong balance sheet

MLP Group assets

[
]
i
€
n
m		 /
/
3
1
1
2
0
6		 /
/
3
1
0
3
0
7
I
i
b
l
t
t
n
a
n
g
e
a
s
s
e
s		 1
8
6
8		 1
8
0
5
P
l
d
i
t
t
t
r
o
p
e
r
y,
p
a
n
a
n
e
q
u
p
m
e
n		 8
9.
1		 8
7
8
I
t
t
t
n
e
s
m
e
n
p
r
o
p
e
r
v
y		 1
1
5		 1
0
5
D
f
d
t
t
e
e
r
r
e
a
a
s
s
e
s
x		 0
2		 0
6
R
i
b
l
f
e
c
e
a
e
s
r
o
m
v
b
k
i
b
i
a
n
n
g
u
s
n
e
s
s		 6
0
6
4		 6
3
8
5
F
i
i
l
t
n
a
n
c
a
a
s
s
e
s		 4
9.
9		 8
7
4
f
T
d
l
i
a
x
r
e
u
n
c
a
m
s		 2
1.
1		 7
7
R
i
b
l
d
h
t
t
e
c
e
a
e
s
a
n
o
e
r
a
s
s
e
s
v		 1
1
7
7		 9
0
2
C
h
d
h
i
l
t
a
s
a
n
c
a
s
e
q
a
e
n
s
u
v		 1
2
0
5		 1
1
0
2
N
h
l
d
f
l
t
t
o
n-
c
r
r
e
n
a
s
s
e
s
e
o
r
s
a
e
u		 - 7
5
1,
2
6
6.
1		 1,
2
4
0.
7

Equity ratio increased

MLP Group liabilities and shareholders' equity

[
i
€
]
n
m		 /
/
3
1
1
2
0
6		 /
/
3
1
0
3
0
7
E
i
i
b
b
l
t
t
t
t
t
q
u
y
a
r
u
a
e
o
M
L
P
A
G
h
h
l
d
s
a
r
e
o
e
r
s		 3
2
3
4		 3
3
1.
9
M
i
i
i
t
t
t
n
o
r
y
n
e
r
e
s		 0
1		 0
1
i
T
l
h
h
l
d
'
t
t
o
a
s
a
r
e
o
e
r
s
e
q
u
y		 3
2
3.
4		 3
3
2.
0
O
h
i
i
t
e
r
p
r
o
v
s
o
n
s		 3
3
9		 3
0
3
f
D
d
l
i
b
i
l
i
i
t
t
e
e
r
r
e
a
x
a
e
s		 1
9.
6		 2
0
5
L
i
b
i
l
i
i
d
t
t
a
e
s
u
e
o
b
k
i
b
i
a
n
n
g
s
n
e
s
s
u		 9
9.
5
7		 6
4
0
5
T
l
i
b
i
l
i
i
t
a
a
e
s
x		 7
6		 9
4
O
h
l
i
b
i
l
i
i
t
t
e
r
a
e
s		 2
8
1.
9		 2
0
6
7
f
L
i
b
i
l
i
i
h
l
d
l
t
a
e
s
e
o
r
s
a
e		 - 1.
4
1,
2
6
6.
1		 1,
2
4
0.
7

Clients and consultants

Consulting and sales segment

Revenue per client (€)

Consultants

* Structural changes led to deferments of new appointments; by April 1st MLP had already surpassed the level of December 2006

Revenue per consultant (€)

Summary and outlook

  • yQ1 2007: Successful start in FY 2007
  • y Unique new business start-up package for new consultants will positively impact the number of consultants
  • y Clear focus on acquisition of new consultants and clients
  • y Launch of new wealth management concepts with clear USPs in Q2

MLP Wealth Management – Concepts and Products

Overview

S
d
t
t
u
e
n		 S
f
t
t
a
r
o
c
a
r
e
e
r		 C
/
a
r
e
e
r
b
l
i
h
d
t
e
s
a
s
e		 i
R
t
t
e
r
e
m
e
n
5
2
3
0		 5
3
4
0		 5
5
4
0		 5
6
0
6
…
A A
/
B
B		 B
/
E		 E
L
i
i
d
i
t
q
u
y
t
m
a
n
a
g
e
m
e
n		 D
i
b
d
C
f
A
i
h
t-
t
t
t
y
e
p
o
s
a
s
e
y
o
m
o
r
c
c
o
u
n
w
P
i
y
r
e
m
u
C
f
A
d
i
l
i
i
t
t
t
t
o
m
o
r
c
c
o
n
c
r
e
m
u
P
l
i
t
a
n
y
u
C
d
i
C
d
G
l
d
C
d
t
y
r
e
a
r
y
o
a
r
y
O
i
h
t
t
v
e
r
n
g
m
o
n
e
y
a
c
c
o
u
n
y
y
M
k
d
f
i
d
i
f
d
t
y
o
n
e
y
m
a
r
e
a
n
x
e
n
c
o
m
e
u
n
s
y
f
N
k
d
t
e
a
r
m
o
n
e
m
a
r
e
n
s
y
y
u
y
"Z
i
P
l
"
n
s
u
s
y
y		 A
P
i
A
t
m
c
c
o
u
n
y
r
e
m
u
m
c
c
C
C
d
P
l
i
d
t
m
a
r
a
n
m
a
r
y
u
O
i
h
t
v
e
r
n
g
m
o
n
e
M
k
t
o
n
e
m
a
r
e
a
y
N
e
a
r
m
o
n
e
y
m
a
r
S
i
l
i
t
p
e
c
a
n
v
e
s
m
e
"Z
i
P
l
"
n
s
s
u		 t
y
a
c
c
o
u
n
d
f
i
d
i
f
d
n
e
n
c
o
m
e
n
s
x
u
k
f
d
t
e
u
n
s
t
n
s
W
l
h
t
e
a
f
i
t
o
r
m
a
o
n
(
Sa
ing
lan
)
v
s p
s		 f
l
i
t
t
y
o
p
p
o
r
o
o
f
f
l
h
i
l
i
t
a
g
s
p
p
o
r
o
o
y
i
f
l
i
t
t
t
a
n
p
o
r
o
o
y		 i
l
f
t
c
a
p
a
o
r
m
a
y
f
l
i
t
t
y
o
p
p
o
r
o
o
f
l
h
i
a
g
s
p
p
o
r
y
f
i
l
i
t
t
t
a
n
p
o
r
o
o
y		 i
b
f
i
f
d
t
t
o
n
e
n
e
u
n
s
f
l
i
t
o
o
W
l
h
t
e
a
i
i
i
t
t
o
p
m
s
a
o
n
(
)
Lu
inv
tm
ts
mp
su
m
es
en		 b
l
f
l
i
t
t
t
a
s
o
e
r
e
r
n
p
o
r
o
o
y
u
u
H
l
d
i
&
P
i
E
i
t
o
n
g
s
r
v
a
e
q
u
y
"M
d
l
l
h
t
o
a
r
e
a
m
a
n
a
y
u
w
I
d
i
i
d
l
l
h
t
n
a
e
a
m
a
n
y
v
u
w		 i
f
l
i
t
p
r
e
m
m
p
o
r
o
o
y
u
i
f
l
i
t
t
t
t
y
a
n
p
o
r
o
o
y
"
b
l
t
t
t
g
e
m
e
n
y
e
s
s
e
e
c
t
a
g
e
m
e
n

High-yield "Parking of liquidity"

Short-term "ZinsPlus"

C
f
i
i
t
o
n
g
u
r
a
o
n		 E
l
f
d
t
t
x
e
m
p
a
r
y
u
n
s
r
u
c
u
r
e
C
h
i
i
/
t
t
a
r
a
c
e
r
s
c
s
i
t
t
n
v
e
s
m
e
n
b
j
i
t
o
e
c
e
v		 H
i
h-
i
l
d
"p
k
i
f
l
i
i
d
i
"
t
g
y
e
a
r
n
g
o
q
u
y
y
O
b
j
i
i
b
k
h
i
h
t
t
t
t
t
t
t
t
e
c
e
p.
a.
n
e
r
e
s
a
o
e
m
o
n
e
m
a
r
e
r
a
e
o
g
e
e
r
y
v
:
v
y
w
f
l
i
l
i
h
i
i
h
i
d
t
t
e
c
s
o
n
o
o
s
s
e
s
n
a
s
m
o
n
p
e
r
o
x
u
w
x
/
M
l
i
l
i
t
t
t
t
a
s
s
e
m
m
a
n
a
g
e
r
c
o
n
c
e
p
y
u
u		 Ris
ky
ets
ass
(e.
uit
ies
)
g.
eq
2%
Yie
ld
Pic
k U
p
(cu
ntly
rre
50
%
Pro
)
rty
pe
48
%
V
h
i
l
e
c
e		 F
d
f
f
d
u
n
o
u
n
s
y
I
l
i
t
t
m
p
e
m
e
n
a
o
n		 P
f
l
i
i
i
f
k
i
t
t
5
0
%
t
t
t
y
o
r
o
o
c
o
n
s
s
n
g
o
a
p
p
r
o
x.
m
o
n
e
y
m
a
r
e
n
v
e
s
m
e
n
s
d
h
i
h
d
d
d
i
i
l
i
l
d
l
d
5
0
%
t
t
t
t
t
t
a
n
o
e
r
n
v
e
s
m
e
n
s
a
p
r
o
u
c
e
a
o
n
a
y
e
c
o
u
p
e
i
h
l
i
k
(
l
f
d
)
t
t
t
w
o
w
r
s
e
x
p
o
s
u
r
e
c
u
r
r
e
n
y
:
p
r
o
p
e
r
y
u
n
s
A
l
l
i
b
l
l
d
i
k
(
i
i
)
t
t
t
t
t
s
m
a
p
r
o
p
o
r
o
n
c
a
n
e
a
o
c
a
e
o
r
s
y
a
s
s
e
s
e.
g.
e
q
u
e
s
y
i
i
t
t
t
t
o
r
p
u
n
o
a
s
w
a
p
c
o
n
s
r
u
c
o
n
M
i
i
n
m
u
m
i
t
t
n
v
e
s
m
e
n		 S
i
l
E
U
R
5
0
a
n
g
s
p
a
n
y
v
:
L
i
E
U
R
t
t
2,
5
0
0
y
u
m
p
s
u
m
n
v
e
s
m
e
n
:

Comfort solution in three variations

MLP flagship portfolio

C
f
i
i
t
o
n
g
r
a
o
n
u		 Eu
itie
rop
ea
n e
qu
s
Va
lue
Mo
rke
t
ne
ma
y
C
/
h
i
i
t
t
a
r
a
c
e
r
s
c
s
I
t
t
n
e
s
m
e
n
v
j
i
b
t
o
e
c
v
e		 "C
f
l
i
"
f
M
L
P
l
i
t
t
t
y
o
m
o
r
s
o
u
o
n
o
r
c
e
n
s
F
f
d
i
b
h
k
t-
t
y
o
c
u
s
o
n
o
u
p
e
r
o
r
m
a
n
c
e
c
o
m
p
a
r
e
o
g
v
e
n
e
n
c
m
a
r
/
M
l
i
l
i
t
t
t
t
y
u
a
s
s
e
m
u
m
a
n
a
g
e
r
c
o
n
c
e
p		 15
%
En
ha
d
nce
35
%
Co
rtib
le
nve
bo
nd
s
15
%
V
h
i
l
e
c
e		 f
f
3
l
i
d
l
h
i
h
d
i
t
t
5
t
t
p
o
r
o
o
m
o
e
s,
e
a
c
n
n
e
s
m
e
n
s
y
w
u
v		 Mu
lti M
Eq
uit
ies
- W
orl
d
an
ag
er
30
%
I
l
i
t
t
m
p
e
m
e
n
a
o
n		 B
i
M
L
P
i
f
d
l
i
(
R
i
b
d,
l
d
f
d
t
t
t
t
t
y
a
s
s
:
a
n
u
n
s
s
a
n
g
s-
a
s
e
p
r
e-
s
e
e
c
e
u
n
s
i
9
k
)
l
h
f
d
t
t
t
n
m
a
r
e
s
e
g
m
e
n
s
p
u
s
o
e
r
u
n
s
A
d
d
i
i
f
f
h
i
h
/
i
/
l
t
t
t
t
t
t
t
t
t
t
y
o
n
o
u
r
e
r
a
r
a
c
v
e
e
m
e
s
c
o
u
n
r
e
s
s
y
e
s
e
c.
o
h
f
l
i
i
t
t
e
p
o
r
o
o
m
x		 E
l
f
l
i
"d
t
t
t
x
e
m
p
a
r
y
p
o
r
o
o
s
r
u
c
u
r
e
y
n
a
Co
od
itie
mm
s
Eu
e V
alu
rop
e
5%
15
%
M
i
i
n
m
u
m
i
t
t
n
v
e
s
m
e
n		 S
i
l
E
U
R
7
5
a
v
n
g
s
p
a
n
y
:
L
i
E
U
R
2,
5
0
0
t
t
m
p
s
m
n
e
s
m
e
n
y
u
u
v
:		 Ch
ina
15
%

Exemplary portfolio structure "balanced"

Exemplary portfolio structure "dynamic"

High-class wealth management for a broad client base

Modular wealth management

C
f
i
i
t
o
n
g
u
r
a
o
n
C
h
i
i
/
t
t
a
r
a
c
e
r
s
c
s
i
t
t
n
v
e
s
m
e
n
b
j
i
t
o
e
c
e
v		 W
l
h
i
h
l
i
i
i
d
t
t
t
t
t
e
a
m
a
n
a
g
e
m
e
n
w
o
w
m
n
m
u
m
n
v
e
s
m
e
n
a
n
y
i
i
i
h
t
t
t
n
n
o
v
a
v
e
n
v
e
s
m
e
n
a
p
p
r
o
a
c
C
f
i
d
H
N
W
I
d
i
l
b
l
M
L
P
t
t
t
t
t
y
o
n
c
e
p
s
s
o
a
r
r
e
s
r
c
e
o
m
a
e
a
v
a
a
e
o
l
i
t
c
e
n
s
M
l
i
/
l
i
t
t
t
t
y
u
a
s
s
e
m
u
m
a
n
a
g
e
r
c
o
n
c
e
p
M
d
l
i
d
h
d
l
i
t
t
y
o
u
a
r
y
e
n
s
u
r
e
s
r
a
n
s
p
a
r
e
n
c
y
a
n
e
a
s
y
a
n
n
g
U
f
h
d
d
i
i
b
i
l
i
i
h
h
U
C
I
T
S
I
I
I
t
t
t
t
t
t
y
s
e
o
e
e
x
e
n
e
n
v
e
s
m
e
n
p
o
s
s
e
s
r
o
u
g		 d
l
o
h
s
e
r
h
t
k
s
i		 45
. / 55
%
O
pp
Sa
fe
%
V
h
i
l
e
c
e		 2
f
d
t
t
y
s
e
p
a
r
a
e
a
s
s
e
u
n
s
:
"S
f
d
l
"
i
h
h
i
f
i
b
/
t
t
t
t
t
y
a
e
y
m
o
u
e
w
e
a
m
o
g
e
n
e
r
a
n
g
a
a
s
e
r
e
u
r
n
A
b
l
R
t
t
t
s
o
e-
e
r
n
c
o
n
c
e
p
u
u
"O
i
d
l
"
d
i
i
l
i
d
t
t
t
t
t
t
p
p
o
r
n
m
o
e
s
n
c
r
e
r
n-
o
r
e
n
e
y
u
y
u
y
u		 R 20
%
O
. /
pp
Sa
fe
80
%
10
0 %
Sa
fe
I
l
i
t
t
m
p
e
m
e
n
a
o
n		 f
f
P
l
i
l
l
i
b
h
"m
d
l
"
t
t
t
o
r
o
o
s
g
e
n
e
r
a
c
o
n
s
s
o
o
o
e
s
y
y
u
B
h
h
i
l
f
l
l
b
l
f
b
i
h
t
t
t
t
o
e
c
e
s
a
r
e
r
e
e
s
c
a
e
a
e,
o
r
a
e
e
r
o
e
r
e
e
r
e
y
v
y
v
v
w
i
i
i
h
1
2
l
i
t
t
t
t
s
a
m
a
r
a
e
r
n
a
e
s
x
w
v
f
f
"M
i
i
"
l
h
i
k
h
h
l
d
d
i
h
i
t
t
t
t
t
t
r
a
o
r
e
e
c
s
e
r
s
r
e
s
o
a
n
n
e
s
m
e
n
o
r
o
n
o
y
x
v
z
h
l
i
t
t
e
c
e
n
M
i
i
n
m
m
u
i
t
t
n
e
s
m
e
n
v		 E
U
R
1
0,
0
0
0
y

Possible product range mix matrix

45
. / 55
%
O
pp
Sa
%
fe		 70
%
O
. /
pp
Sa
30
%
fe		 90
%
O
. /
pp
Sa
10
%
fe		 10
0 %
Op
nity
rtu
po
20
%
O
. /
pp
Sa
fe
80
%		 40
%
O
. /
pp
Sa
fe
60
%		 60
%
O
. /
pp
Sa
fe
40
%		 80
%
O
. /
pp
Sa
fe
20
%
10
0 %
Sa
fe		 15
%
Op
/
p.
Sa
85
%
fe		 35
%
O
. /
pp
Sa
65
%
fe		 O
. /
50
%
pp
50
%
Sa
fe

Time horizon

Broad distribution over all asset classes

Modular wealth managment – exemplary structure (80% safety module)

Page 38

Highest level of individuality for MLP clients

Individual wealth management

C
f
i
i
t
o
n
g
u
r
a
o
n
C
i
i
/
h
t
t
a
r
a
c
e
r
s
c
s
i
t
t
n
v
e
s
m
e
n
b
j
i
t
o
e
c
v
e		 f
I
d
i
i
d
l
l
h
M
L
P
l
i
t
t
t
n
a
e
a
m
a
n
a
g
e
m
e
n
o
r
c
e
n
s
y
v
u
w
M
l
i
/
l
i
t
t
t
t
u
a
s
s
e
m
u
m
a
n
a
g
e
r
c
o
n
c
e
p
y
f
D
i
i
h
i
d
i
i
d
l
i
k
h
h
l
d
t
t
t
t
e
e
r
m
n
a
o
n
o
e
n
a
r
s
r
e
s
o
y
v
u
K
i
k
b
k
i
l
l
b
d
i
d
l
i
t
t
t
t
c
a
c
s
w
e
c
r
e
e
o
c
e
n
a
c
c
o
u
n
s
y
V
h
i
l
e
c
e		 A
f
i
f
d
b
d
d
t
t
t
t
y
s
s
e
m
a
n
a
g
e
m
e
n
r
o
m
n
v
e
s
m
e
n
u
n
s,
o
n
s
a
n
i
f
i
t
t
c
e
r
c
a
e
s
i
I
l
t
t
m
p
e
m
e
n
a
o
n		 f
P
l
i
i
d
i
d
b
h
i
h
h
l
d
i
h
t
t
t
t
t
t
t
o
r
o
o
s
r
c
r
e
s
e
e
r
m
n
e
e
m
a
m
m
r
e
s
o
y
u
u
y
x
u
w
i
b
l
l
f
i
l
t
t
t
r
e
s
p
e
c
o
a
p
o
s
s
e
o
s
s
o
c
a
p
a
P
f
l
i
k
d
i
f
h
f
d
h
t
t
t
t
t
t
t
t
o
r
o
o
e
y
a
a
a
r
s
e
r
o
m
e
a
r
g
e
r
a
e
o
r
e
u
r
n
a
n
e
y
l
i
's
i
k
h
h
l
d
t
t
c
e
n
r
s
r
e
s
o
M
i
i
n
m
u
m
i
t
t
n
v
e
s
m
e
n		 E
U
R
5
0
0,
0
0
0
y

Comprehensive quality standards for the selection of participation models

Procedure for fund selection by Feri

Precisely fitting range with unique selling points

MLP Wealth Management within a market comparison

Contact

MLP Investor RelationsAlte Heerstraße 4069168 WieslochGermany

Contact:Investor Relations:

Helmut Achatz, Head of Investor Relations Klaus Ringel, Manager Investor Relations

Tel. +49 (0) 6222 308 1135 Fax.+49 (0) 6222 308 1131 E-mail: [email protected]

MLP Investor Relations information on the internet: Financial reports, presentations and calendar etc. at http://www.mlp.de

More from MLP SE

Transaction in Own Shares 2025
Dec 22
Share Issue/Capital Change 2025
Dec 15
Legal Proceedings Report 2025
Dec 8
Transaction in Own Shares 2025
Nov 20
Earnings Release 2025
Nov 13
Regulatory Filings 2025
Nov 13
Regulatory Filings 2025
Nov 13
Earnings Release 2025
Nov 7
Report Publication Announcement 2025
Nov 6
Earnings Release 2025
Aug 14
View all filings →

Talk to a Data Expert

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