2007: Another Exceedingly Strong Year Presentation to the - - PowerPoint PPT Presentation

2007 another exceedingly strong year
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2007: Another Exceedingly Strong Year Presentation to the - - PowerPoint PPT Presentation

2007: Another Exceedingly Strong Year Presentation to the FirstCaribbean Group Annual General Meeting Charles Pink, CEO 3 April 2008 Agenda Value to our Shareholders Our Customers, Our People, Our Communities 2008 Weathering


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2007: Another Exceedingly Strong Year

Presentation to the FirstCaribbean Group Annual General Meeting Charles Pink, CEO 3 April 2008

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Agenda Value to our Shareholders Our Customers, Our People, Our Communities 2008 – “Weathering the Storm”

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Agenda Value to our Shareholders Our Customers, Our People, Our Communities 2008 – “Weathering the Storm”

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71 89 203*** 159** 138* 2003 2004 2005 2006 2007

Profitability -- Net Income After Tax (excluding non-recurring items)

US$ millions

* Normalised for the gain on the sale of Republic Bank Shares and restated. ** The 2006 numbers have been restated *** Normalised to exclude gain of on VISA transaction

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Total Revenue and Operating Expenses

370 385 492 246 262 262 295 302 554** 426* 2003 2004 2005 2006 2007

Revenue Expenses

US$ millions

* Normalised for the gain on the sale of Republic Bank Shares and restated. ** Normalised to exclude gain of on VISA transaction Note: The 2006 numbers have been restated

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Net Loans and Advances to Customers and Customer Deposits

3,560 3,958 4,631 5,631 6,079 7,256 7,360 9,136 9,276 7,729 2003 2004 2005 2006 2007

Loans Deposits

US$ millions

* Normalised for the gain on the sale of Republic Bank Shares and restated. ** The 2006 numbers have been restated *** Normalised to exclude gain of on VISA transaction

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67 68 54*** 58** 61* 2003 2004 2005 2006 2007

Productivity – Cost to Income Ratio

Percent

* Normalised for the gain on the sale of Republic Bank Shares and restated. ** The 2006 numbers have been restated *** Normalised to exclude gain of on VISA transaction

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0.28 0.55 0.38 0.18 0.16 2003 2004 2005 2006 2007

Risk Management – Loan Loss Expense to Loan Ratio

Percent

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13.3*** 9.0* 10.4** 5.8 4.6

2003 2004 2005 2006 2007

Shareholder Value – Earnings per Share

US Cents

* Normalised for the gain on the sale of Republic Bank Shares and restated. ** The 2006 numbers have been restated *** Normalised to exclude gain of on VISA transaction

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Agenda Value to our Shareholders Our Customers, Our People, Our Communities 2008 – “Weathering the Storm”

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Vision and Mission

First for Em ployees First for Custom ers First for the Caribbean First for Shareholders

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First for Employees -- Investing in our Number One Asset Employee satisfaction results continue to outpace regional and global benchmarks Wharton mini-MBA Programme for Senior Leadership completed its first cohort to rave reviews Launched FirstStart training programme for new hires

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First for Customers “Helpful Partner” customer service programme has delivered a set of universal standards for how we serve

  • ur customers. Our focus in now on embedding this new

culture Successfully executed three major IT platform conversions to upgrade service to our Cards, Treasury and Wealth customers.

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First for The Caribbean -- Community Partnership Committed US$2 million from 2007 profits - keeping our promise of 1% of pre-tax profits for community benefit through the “Comtrust” foundation Supported community projects as outlined in the 2007 Social Responsibility Report. Supported the rebuilding efforts in Jamaica and Belize in the wake of Hurricanes Dean and Felix. Over US$7 million donated to worthy causes by FirstCaribbean to date

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Agenda Value to our Shareholders Our Customers, Our People, Our Communities 2008 – “Weathering the Storm”

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External Forces on FirstCaribbean The ongoing economic downturn in the United States Falling US$ interest rates The effect of the “sub prime” issue

  • n our investment portfolio

Accounting policy changes following our appointment of new auditors, Ernst & Young FirstCaribbean

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Performance at the quarter ending January 31, 2008 Our core business is very strong

  • Excluding the “one-
  • ffs,” underlying profit

is up 7%

  • This was achieved

despite a $16 million drop in investment portfolio performance

  • Net Income for the first

quarter is $41.7 million compared to $60.3 million the prior year

  • However, there was a one-
  • ff gain for health benefits of

$15.4 million in 2007 and the

  • ne-off loss of $7.2 million

due to change in hedge accounting in 2008

RESULTS ANALYSIS

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Achieved market-leading financial results with profits up 60% Moved our cost-to-income ratio down from 58% to 54% Maintained a prudent approach to lending as reflected by a loan loss expenses to loans ratio of 0.28% - one of the lowest in the industry Achieved further improvements in our Customer and Employee Satisfaction indices Secured a record of seven “Best Bank” awards from the likes of the Banker and Global Finance as an independent testament to the achievement Conclusions: 2007 – Another exceedingly strong year