The Advisory Firm BFI Infinity Ltd. (hereafter ‘BFI’) was incorporated under Swiss law in 2011, previously under the name BFI Wealth Management (International) Ltd., and is a registered investment advisor with the Securities and Exchange Commission (SEC) under the U.S. Investment Advisers Act of 1940. BFI is also licensed as a professional Portfolio Manager by the Swiss Financial Market Authority (FINMA), and an Exempt International Adviser in the provinces of British Columbia and Québec, in Canada. BFI is a wealth management firm that focuses on the needs and objectives of international clients, but predominantly North American clients or other international clients with a North American link who may require specific considerations in the management of their assets, and who want to diversify and invest their assets internationally (for example structures with US beneficiaries, shareholders, settlors, policyholders, etc.). BFI is owned 30% by Mr Daniel Zurbrügg a Swiss citizen, and 70% by BFI Capital Group Ltd., a Swiss holding company that, via its subsidiaries, has been providing an array of wealth management services to international investors since 1993. Advisory Services BFI provides discretionary and non-discretionary portfolio management services (“Advisory Services”). A Client who engages BFI to receive Advisory Services signs a portfolio management mandate (“Client” and “Mandate”, respectively) that gives BFI a limited power of attorney to manage the investments of one or more of the Client’s investment account(s) held by the Client at a Custodian Bank, on behalf of the Client and in line with the investment strategy specified by the Client. We work with our Clients to evaluate and establish their specific needs and goals. While we focus primarily on advising Clients regarding their investment strategies and the management of their asset portfolios, our advisors also recognize the importance of proper risk management and wealth planning in conjunction with a Client’s investment strategies. Therefore, where adequate, BFI may advise Clients on ways to enhance the benefits of their overall wealth management plan, and BFI may access and utilize the services of selective affiliated or third-party specialists (tax attorneys, tax accountants, trustees, insurance advisors, etc.) as needed. BFI is not registered as a securities broker-dealer and, therefore, does not provide brokerage services. Any and all brokerage services are conducted via third-party entities. Discretionary Mandates Under a Discretionary Mandate, BFI is authorized to manage the assets on a fully discretionary basis and in accordance with the Client’s investment strategy specifications, and subject to pre-defined restrictions, if any. Unless agreed otherwise, BFI phases-in the Client’s cash under the Mandate into the selected investment strategy over a reasonable period of time, unless markets prevent BFI from doing so. March 2024 6/17 BFI manages different standard or special investment strategies, with different investment objectives and risk profiles. It is important to understand that BFI may take actions for one investment strategy that may be different from the actions

we take for others. Thus, BFI is not obligated to buy or sell for, or recommend to a Client, an investment that BFI may buy or sell for, or recommend to another Client. No guarantees of performance are offered. Investments involve risk, including the possible loss of principal. See Item 8 below for more details on ‘Methods of Analysis, Investment Strategies and Risk of Loss’. Non-Discretionary Mandate For our Clients with Non-Discretionary Mandates, we provide a trade-by-trade basis advice, tailored to each Client depending on individual needs and profile. The Client will be solely responsible for making all final investment decisions and BFI will not have any discretionary investment authority over the Client’s account, neither guarantee any performance for the same. Investments involve risk including the possible loss of principal. See Item 8 below for more details on ‘Methods of Analysis, Investment Strategies and Risk of Loss’. Investment Advisors Generally, BFI’s investment advisors (“Advisors”) are full-time employees compensated on the basis of a fixed salary. BFI does also employ Advisors who are compensated on the basis of a variable compensation model for the services they provide under any given Mandate they are involved with (i.e. investment advice, relationship management, etc.). The variable compensation model does not increase the Mandate fee, which is agreed upon with the Client. All Advisors, irrespective of the employment model used, are supervised and trained in line with our firm’s SEC compliance program. Third-Party Asset Managers and Sub-Advisors Where suitable, BFI may occasionally and in good faith employ the services of a third-party asset manager to advice BFI on a sub-advisory basis for all or part of a Mandate. Under such circumstances, the Client’s fees will generally not be affected. If the sub-advisory arrangement were to affect the fees agreed upon with the Client, BFI will get the Client’s written permission prior to engaging such third-party manager. Alternatively, BFI may also refer the Client to a third-party asset manager outright. Under such circumstances, it is at the Client’s sole discretion to decide whether to enter into a business relationship with any such managers. The contractual arrangement with such managers will be independent and separate of any business dealings with BFI. Although at the time of this ADV BFI does not have any referral agreements with such third-party asset managers, BFI may decide to enter into such an arrangement at its sole discretion and be compensated accordingly. March 2024 7/17 Client Restrictions BFI, where suitable, permit Clients to impose restrictions on their investment strategies. For example, certain securities or types of securities can be excluded from a Client’s portfolio. Assets Under Management As of February 1, 2024, BFI has a total of US$ 522’514’485 of assets under management. This figure includes all Client assets, not restricted to securities portfolios only (“Regulatory assets under management” in ADV1), in Discretionary and Non-Discretionary Mandates placed under management of BFI.