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Investor Presentaiton

The Comfort Package / Offering Affinity Water In addition to a fee of 0.025% (as a percentage of principal amount outstanding of voted bonds - the fee is subject to conditions), investors will benefit from the following package of supporting materials Ratings Affirmations • • It will be a precondition to the implementation of the Proposals that ratings affirmations are provided to the Security Trustee and Bond Trustee confirming Proposals will have no impact on ratings¹ S&P will provide a RAC letter to the Security Trustee / AW Following discussions with Moody's, AW will certify to the Security Trustee that the current Moody's ratings will not be impacted The Rating Agencies were provided tax, accounting and legal opinions in addition to the transaction documents for their review and analysis. Ratings confirmations were only provided having considered this comprehensive comfort package • Transaction Documentation Investors will also get access to the Implementation Deed required to effect the Proposals showing the changes are limited to those required in relation to the incorporation of NewCo, the substitution of Cayco with NewCo and the subsequent disposal of Cayco . Opinions Provided to the Security Trustee Legal Opinion in respect of matters of capacity and enforceability Tax Opinion in respect of certain UK tax matters applicable to the Financing Group with respect to the Proposals (1) Where no such written affirmation is provided, it is a precondition that the Company certifies to the Trustee, following discussions with the relevant Rating Agency, that the Proposals would not cause a downgrade 6
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