1. Working in Partnership with CFS Beccy Gedge Partnership Manager Acquisitions 6 Feb 2010

2. 2 Introduction CFS are working with Quotes4Charity CIC to offer a Financial Services Proposition to a selection of Charities, to support them in their objective of raising additional income to fund the valuable work currently being undertaken This presentation will introduce; –Background to CFS –Existing Charity Partners –CFS Credentials –Products/ Services available to offer to charity supporters –Income payable –Marketing Requirements –Next Steps By using practical marketing templates and product groupings, CFS is able to offer a number of services which will appeal to a wide variety of ages and demographics. By working with Quotes4Charity CIC on this proposition, together we are able to offer a Partnership Service that would not be available independently

3. 3 Background The Cooperative Society was originally founded in 1844 in Toad Lane Rochdale by a group of 28 pioneers. It has now grown to become the largest consumer co-operative in the UK, with 6.5 million customers. Cooperative Financial Services (CFS) form part of the umbrella organisation, The Cooperative Group. CFS was formed in 2002, bringing the Co-operative Bank, Co-operative Insurance Services and Smile internet bank under common leadership. By constantly interacting with our customer base and shaping our business around them, Cooperative Financial Services has become one of the most highly regarded financial institutions in the world. The Cooperative Group has continually expanded and has diversified into varying sectors and markets. In 2009 proposals announced to merge with the Britannia Building Society. On the 29 th April the Britannia Membership approved the recommendation and the merger formally took place on 1 st August 2009. This created a business with £70 billion of assets, 9m customers, 12,000 employees, 300 branches and 20 corporate centres.

4. 4 The Cooperative Group

5. 5 Some of our charity partners

6. 6 The Co-operative Credentials The Co-operative Financial Services has been awarded the highly prestigious Business in the Community (BitC) ‘Company of the Year’ award The Co-operative Bank was voted Winner by a panel of Mortgage Brokers in the Best First-time Buyer, Best Remortgage and Best Flexible Mortgage categories in the 2008 Moneywise mortgage awards. The Co-operative Bank was voted 2007/08 Highly commended direct mortgage lender by Your Mortgage The Co-operative Insurance was voted best Online Motor Insurance Provider at the Your Money Direct Awards 2008 We were also voted No. 1 high street bank for customer satisfaction in a recent Watchdog survey In February 2009 won the award for the best Charity Credit Card Voted Best Financial Services Provider at the Which? 2009 awards

7. 7 Product Suite By working in partnership with CFS, Quotes4Charity CIC has access to a wide variety of products and services to offer their Charity Partners: –Privilege Current Account –Current Account Plus –Smartsaver –ISA –Personal Loan –Clear Credit Card –Mortgage Service –CIFA (Co-operative Independent Financial Advisers) Visit Co-operativebank.co.uk for up to date product pricing and features CFS are committed to maintaining a competitive position in the current market place Choose which products you wish to inform your supporters about.

8. 8 Indicative Commercials Quotes4Charity CIC will pay a commission per completed product sale. All Charity partners will be required to nominate a primary point of contact and agree our partnership terms and conditions. Product/ ServiceDonation Amount (Per Product/ services sold) Current Account Plus – Fee Free£50 Privilege Account Privilege Premier Account – Fee Paying £50 Unsecured Personal Loan*£75 average Smartsaver£5 Credit Cards£20 Cash ISA£5 Mortgage Service*£100 average Independent Financial Advice*£100 average

9. 9 Marketing Channels To launch this proposition, Quotes4Charity will partner with Charities with a combined minimum supporter base of 500K+, collectively selling 2500+ products. To achieve this aim a minimum marketing requirement would be required from each charity, to include; –Proposition promoted online via the charity homepage linking to Quotes4Charity.co.uk for product features and application option. –4 e-mail campaigns per annum to e-supporter base –Inclusion of proposition within charity newsletter/ e-newletter –Inclusion of proposition within standard supporter mailings 4x annually In addition to the above mentioned activity, to maximise fundraising any other communication mechanisms to supporters should be considered. These will differ from charity to charity, and Quotes4Charity will work with each Charity to develop a suitable fundraising plan.

10. 10 Next Steps Register your interest online www.quotes4charity.co.ukwww.quotes4charity.co.uk Call 0203 262 3044 to arrange a face to face meeting with one of the team.