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Investor Presentaiton

Reconciliation of reported to adjusted PBT Reported profit before tax Includes: Currency translation Significant items: Discrete quarter 2016 4Q15 4Q16 vs. 4Q15 2015 2016 vs. 2015 (858) (3,445) (2,587) 18,867 7,112 (11,755) 139 (139) 840 (840) FVOD Fair value gains / losses on own debt (credit spreads only) Gain on the partial sale of shareholding in Industrial Bank (773) (1,648) (875) 1,002 (1,792) (2,794) 1,372 (1,372) Gains on disposal Gain on the disposal of our membership interest in Visa Europe Gain on the disposal of our membership interest in Visa US 584 584 116 116 116 116 Includes Loss on disposal of operations in Brazil (1,743) (1,743) Brazil disposal - Trading results from disposed operations in Brazil (190) 190 (78) (338) (260) $1.5bn tangible gain $(1.9)bn FX recycling $(1.3)bn of Settlements and provisions in connection with legal matters (370) 42 412 (1,649) (681) 968 goodwill Impairment of GPB Europe goodwill (2,440) (2,440) (3,240) (3,240) Cost-related UK customer redress programmes (337) (70) 267 (541) (559) (18) Costs to achieve (743) (1,086) (343) (908) (3,118) (2,210) Other Other significant items* (465) (978) (515) (699) (1,417) (718) Adjusted profit before tax 1,881 2,619 738 19,528 19,300 (228) *Other significant items include portfolio disposals and the costs associated with these, debit valuation adjustment (DVA) movements, fair value movements on non-qualifying hedges (NQHs), regulatory provisions in GPB, restructuring, and provisions arising from the on-going review of compliance with the Consumer Credit Act in the UK 34
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