ClearView Investor Presentation Year Ended 30 June 2024

ClearView is gaining new business market share in a growing market

New business up 34% to $33.7m in FY24 with 11% market share

Challenger in IFA market • Sales momentum and growth continued in FY24 • New sales of $33.7m (up 34%) • New business market share up to 11.0% – increasing from 9.2% • Reflects a “step-change” in the sales momentum since Q4 FY23 aligned to overall market growth • Market growth of 11% to circa $300m of new sales - driven by improving industry dynamics and adviser productivity supported by underlying demand for life insurance products • ClearView is gaining new business share - growing market • Deep distribution relationships, quality of new product and data/ analytics focus is driving new business share gains • Strongly positioned to take further advantage of market rebound

FY26 Target New Business Market Share 12%-14%

IFA New Business ($m) and Market Share (%)

Launch of technology platform for new business

12.00%

42.3

11.0%

40.3

39.2

10.00%

34.7

9.2%

33.7

8.6%

19.7 7.6%

17.3

19.7

8.00%

27.5

25.2

24.3 5.9%

6.6%

23.6

6.3%

16.2

19

20.2

6.00%

5.2%

16.3 5.1%

14.3

17.0

10.1

13.9

12.1

4.0%

9.8

4.00%

3.1%

8.4

7.9

22.6

21.9

20.6

2.1%

17.5

15.7

2.00%

14.2

13.2

3.7

11.5

11.3

10.4

8.6

8.4

0.5%

New business market share 11% of IFA market

0.2 3.5

0.00%

FY12A FY13A FY14A FY15A FY16A FY17A FY18A FY19A FY20A FY21A FY22A FY23A FY24A 1H 2H Column2 NB Mkt Share

6

Powered by