LGT Wealth Management US Limited (“We”, “Us”, “LGT US” or the “Firm”) is a United Kingdom (“UK”) based wealth management company which is a wholly owned subsidiary of LGT Wealth Management UK LLP (“LGT UK”). LGT US was formed in 2012 to provide discretionary and advisory investment management services to a broad spectrum of clients who have a connection to the United States of America (“US”) and the UK. LGT US is a private limited company incorporated in England & Wales (Company No. 06455240) and is authorised and regulated by the UK Financial Conduct Authority (the “FCA”) (Firm Reference Number 585547). LGT US is also a registered investment adviser with the US Securities and Exchange Commission (“SEC”) under reference 801-77580. LGT UK, which is the sole shareholder of LGT US, was set up in 2008 to provide wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (“EEA”). LGT UK is a limited liability partnership (LLP) incorporated in England & Wales (Company No. OC329392), is authorised and regulated by the FCA (Firm Reference Number 471048) and is a Member of the London Stock Exchange (“LSE”). In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in LGT UK (previously Vestra Wealth LLP), primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT UK. The final action in the acquisition process saw the UK and US entities (formerly LGT Vestra Wealth LLP and LGT Vestra US Wealth Management Limited respectively) to be renamed LGT UK and LGT US. The Firm’s affiliate, LGT Vestra (Jersey) Limited, was also renamed LGT Wealth Jersey Limited (“LGT Jersey”). LGT Group is the largest private banking and asset management group in the world that is wholly owned by a single family. As at 31 December 2023, LGT managed CHF 305.8bn in assets and the group benefits from a well-diversified revenue base and economies of scale. LGT US provides discretionary and advisory investment management services across a broad range of client portfolio/account types, including (where eligible) individual savings accounts and investment portfolios, individual retirement accounts, personal pensions, trust and charity accounts. Subject to your criteria and/or your particular requirements, we may be able to offer you a: − Strategic Portfolio Service; − Discretionary Account Service; or an − Advisory Account Service. It is important to note that LGT US does not undertake to provide direct custody and execution services. For each type of service, you are required to enter into a separate agreement appointing LGT UK, LGT Jersey or RBC Advisor Services ("RBC") (each a “Custodian” together the “Custodians”) as your custodian. The Custodians undertake to provide you with (amongst other things) custody, execution, reporting and trade settlement services. Further information about Custody practices are covered in more detail in Item 15 (Custody) of this Brochure. Strategic Portfolio Service March 2024 Page 5 of 24 LGT US’s Strategic Portfolio Service enables you to invest into a risk rated model portfolio,

ranging from low risk to very high risk. All of LGT US’s models are managed on an entirely discretionary basis and the Firm carefully selects suitable assets relevant to each models’ investment and risk strategy. Owing to the nature of the Strategic Portfolio Service, it is not possible for you to impose any security and/or sector restrictions or to instruct the sale/purchase of any security or securities. The minimum investable amount for this service is typically £250,000 or currency equivalent. Discretionary Account Service LGT US also offers a Discretionary Account Service whereby your account is managed by us on a discretionary basis and in accordance with your agreed investment and risk parameters. The Discretionary Account Service allows for the purchase and sale of specific securities and can, in some circumstances, allow for you to impose certain restrictions; meaning we will not purchase any securities which, for any reason, you may not be comfortable holding. The minimum investable amount for this service is typically £1m or currency equivalent. Advisory Account Service LGT US’s Advisory Account Service enables you to receive tailored advice from us which is specific to your needs. We undertake to make recommendations and provide advice to you in accordance with your agreed investment and risk parameters. We will not instruct any transactions without your express consent. US domestic account services We are also able to offer discretionary investment management services if you hold a US domestic account where the assets within that account must be maintained locally in the US. LGT US works with RBC who are able to provide custody, execution and certain other ancillary account services to you. RBC is a division of RBC Capital Markets LLC. This does require that you establish a separate contractual relationship with RBC and agree to the terms governing the services that they provide to you. Wealth Planning services We are able to offer a comprehensive financial planning service which helps ensure your ambitions remain on track. We work with you to create a bespoke financial plan designed around your individual needs, offering long-term guidance. Typically, clients benefit from Wealth Planning advice in relation to pension aggregation, inheritance tax planning, retirement planning and cash flow analysis. General Further information about Brokerage practices are covered in more detail in Item 12 (Brokerage Practices) of this Brochure. In all instances, we require you to complete our Investment and Risk Profile Questionnaire, which enables us to establish an investment strategy that considers your investment objectives, attitude to risk, investment experience and financial circumstances. Once the Investment and Risk Profile Questionnaire has been completed, an Investment Manager will identify and discuss with you any of your responses that may appear to be inconsistent and propose an Investment Policy Statement which will act as a mutual agreement between you and us regarding the circumstances, objectives and constraints that govern the way we will manage your portfolio. As at December 31, 2023, the Firm has US $1.2 billion of assets under management, all of which are managed on a discretionary or advisory basis. 801-77580 Brochure Date: March 2024 Page 7 of 24