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Investor Presentaiton

The Proposals Affinity Water The Proposals are set out in the 'STID Proposal' for consideration by Qualifying Class A Creditors 1 Incorporation of NewCo • A new financing company will be established ("NewCo") - NewCo will initially be incorporated outside the Financing Group and then shares transferred to AWL to bring it into the Financing Group NewCo will be a special purpose vehicle incorporated in England & Wales NewCo will be the issuance vehicle for the Financing Group going forward • 2 Substitution of Cayco • • Creditors will be invited to substitute Cayco as issuer or borrower of debt with NewCo¹ via a vote of Class A Creditors2,3 Associated assets (intragroup loans) will be transferred to NewCo with substitution of debt Creditors will benefit from equivalent guarantees and security package in relation to NewCo as they did in relation to the existing Cayco Once all debt and assets are substituted / transferred to NewCo, Cayco will be transferred out of the Financing Group 3 Disposal of Cayco • Cayco will be transferred to a group company outside the Financing Group Cayco will then be liquidated on a solvent basis The Financing Group will no longer have offshore incorporated entities (1) Issuer substitution of Cayco for NewCo will satisfy all of the conditions precedent set out in the Bond Trust Deed to effect issuer substitution (2) Note that no Class B Creditor vote is required to effect the Proposals. (3) The substitution of Cayco with Newco as principal debtor under the Cayco bonds will be implemented in accordance with the provisions of the Bond Trust Deed 5
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