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Investor Presentaiton

Appendix February 2020 Business Update progress and business highlights Detail on progress against our FY22 financial targets Other business highlights Strategy Results Costs Wealth balances increased $0.2tn (12%) to $1.6tn vs. FY19 FY22 target FY20 progress4 WPB (as announced at Feb20) Adjusted costs <$31bn; $4.5bn of cost programme saves $1.0bn cost saves RWAS >$100bn gross RWA reduction $52bn gross reduction 15.9% Capital CET1 ratio >14%; manage in 14-15% range × 3.1% ROTE 10% -12% ◆ $1.0bn of cost programme saves delivered in FY20 FY20 costs in the US decreased by $302m (8%) vs. FY19 Global number of branches reduced by c.5%; US retail branch footprint reduced by over 30%, exceeding 2020 reduction target ◆ FTE and contractors down by c.11k, from c.243k to c.232k, despite pauses in our redundancy programme in 1H20; US FTE down by c.1,400 and NRFB FTE down C. 1,100 ◆ Gross RWA reductions of $51.5bn; $24.4bn of reductions in the NRFB; $37.4bn in GBM Asset Management AUM of $602bn grew by $96bn (19%) YoY; Net New Money of $53bn over FY20, with 75% of NNM coming from collaboration with GBM and CMB ◆ Premier customer numbers up by 124k (3%) to 4.2m and Jade client numbers up by 18k (12%) to 175k 5 minute wealth account opening now live in Hong Kong Wholesale (CMB and GBM) HSBC has helped raise $1.9tn of financing for clients over FY20, including $125bn of Social and Covid-19 relief bonds75 Solid GBM performance, notably in FICC and Capital Markets; best GM 4Q20 performance since 2016 with revenue of $1.4bn; FY20 Capital Markets gross revenue of $1.8bn, up 21% vs. FY1976 FY20 international customer account openings up 8% YoY Asia Asia Trade market share of 9.3% at 9M2077, up 0.3ppt YoY GBM retained #1 rank in Asia Transaction Banking 69 ◆ PayMe has been the leading P2P wallet in Hong Kong for 3 years running 78; PayMe customer numbers grew 25% to 2.3m over FY20 UK RFB Strong mortgage lending: FY20 gross market share of 10.3%, leading to a YoY increase in stock market share of 0.4ppts to 7.47⁹%; mortgage balances up $13bn (9%) vs. FY19 ◆ First Direct named 'Best British brand'80 out of 271 companies in the 2020 Institute of Customer Service Customer Satisfaction Index with a score of 85.1 vs. 76.8 average 52
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