David Miller

Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. operates as a closed end investment trust/fund. The fund intends to provide current income, consistent with the preservation of capital. The company was founded on August 13, 2004 and is headquartered in San Juan, Puerto Rico.

The Northview Group Ltd. operates as an investment holding company with interest in residential mortgage loans. The firm through its subsidiaries provides mortgages and re-mortgages for non-conforming and impaired credit cases. The company was founded in 1995 and is headquartered in London, the United Kingdom.

NIBC Bank NV engages in the provision of investment banking and financial services. The firm offers advises on mergers, acquisitions, financial policy, and property financing, lending, leveraged finance, and derivatives. It provides asset financing to corporate lending, leveraged finance, oil and gas services, infrastructure, real estate, and shipping Sector. The company was founded in 1945 and is headquartered in The Hague, the Netherlands.

Part of Barclays PLC, Kensington Mortgage Co., Ltd. is a specialist mortgage lender based in Maidenhead, UK. The British company uses data and analytics to help people own homes and provide competitive rates, clear criteria, and quick responses on applications. Brokers, IFAs, and intermediaries can view their range of specialist mortgages. Founded in 1995, the company offers a range of specialist mortgages for the self-employed, contractors, first-time buyers, those with complex incomes, buy-to-let, help-to-buy, and new build.

Lombard International Assurance SA provides financial and risk assurance services. It offers expertise in wealth planning, cross-border wealth soultions, portability simulation tool and non-traditional assets. The company was founded on July 8, 1991 and is headquartered in Luxembourg.

Canadian Life & Health Insurance Association, Inc. provides insurance services. It offers retirement and investment products such as annuities, pension plans, RRSPs and RRIFs and also provides health insurance services such as disability income insurance, health care plans, accidental death, dismemberment benefits and dental plans. The company was founded in 1894 and is headquartered in Toronto, ON

Part of Aviva Plc, Aviva Insurance Co. of Canada is a Canadian company that provides insurance for property and casualty. The company is based in Nepean, Canada.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner.

The Blackstone Group International Partners LLP (The Blackstone Group International) is a private equity subsidiary of Blackstone Corporate Private Equity founded in 2010. The firm in headquartered in London, United Kingdom.

Lombard International Life Assurance Co. provides life insurance services. The company is headquartered in Philadelphia, PA.

The Institute of Chartered Accountants of Scotland operates as a professional membership organization. The non-profit company is based in Edinburgh, UK. The British company was founded by Janice Margaret Brown and Sundeep Bahanda. The CEO is Bruce Cartwright.

Green Shield Canada provides group and individual health and dental benefits programs and administration services. It offers dental, drug, and extended health benefits; traditional benefit plans; travel benefits; health care spending accounts; personal spending accounts; and employee assistance programs. The company was founded on December 5, 1996 and is headquartered in Windsor, Canada.

Insurance Bureau of Canada engages in private home, auto, and business insurers. The firm offers business insurance, risk management, emergency preparedness, insurance crime, disaster, and heritage properties. The company was founded in 1964 and is headquartered in Vancouver, Canada.

Ratesdotca Group Ltd. operates as an online comparison site for insurance, mortgages, and credit cards. It provides information on car, property, travel, life, health, pet and commercial insurance; mortgage rates; and credit cards. The company was founded in 1999 and is headquartered in Toronto, Canada.

EIS Group Ltd. offers software solutions to the insurance market. The firm specializes in insurance technology, policy administration, claims management, billing management, insurance core systems, underwriting, rating and customer management. The company was founded by Alec Miloslavsky and Rowshi Pejooh in 2001 and is headquartered in San Francisco, CA.

BTO Monarch Luxembourg Holdings SARL functions as a holding company. The company is located in Luxembourg and has subsidiaries in the Bahamas, Switzerland, UK, and Luxembourg.

Rothesay Holdco UK Ltd. functions as a business credit agency. The comapny is headquartered in London, the United Kingdom.

Koala Warehouse Ltd. functions as an investment holding British company. The private company is based in Maidenhead, UK.

Part of Blackstone, Inc., Lia Holdings Ltd. is an investment holding company. The company is based in New York, NY and was founded in 2014.

OMERS Capital Markets provides investment services and is ultimately controlled by the Province of Ontario. The company is based in Toronto, Canada.

HH Global Group Ltd. provides marketing execution services. It offers print and packaging procurement solutions. The company was founded in 1991 and is headquartered in Leatherhead, the United Kingdom.

Part of Kensington Holdco Ltd., Elevate Bidco Ltd. is an investment holding British company. The company is based in Maidenhead, UK. Elevate Bidco was founded in 2014.

Part of Kayl Holdco SARL, Koala Bidco Ltd. is an investment holding British company. The company is based in Maidenhead, UK and was founded in 2014.

Kensington Holdco Ltd. functions as a holding company. The private company is based in Maidenhead, UK, and has subsidiaries in the United Kingdom and Ireland.

Part of Kayl Holdco SARL, Koala Finance (No. The company is based in Winnersh, UK. 1) Ltd. is a financial services provider. Koala Finance (No. 1) Ltd. was founded in 2014.

Soteria Finance Holdings Ltd. provides financial services. The company was founded on May 28, 2020 and is headquartered in London, the United Kingdom.

Lia UK Holdings II Ltd. functions as an investment holding private company. The company is based in London, UK.

EIS Software Ltd. is a digital insurance platform that allows insurers to innovate like an Irish tech company. The company is based in Cork, IE. and has subsidiaries in the United States. The CEO of the company is Alec Miloslavsky.

Lombard International Life Assurance Co. (Invt Portfolio) (Lombard International-IP) is the investment portfolio division Lombard International Life Assurance Co., an insurance company headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Tiptree, Inc. (NASDAQ: TIPT). They provide superior customized insurance-based solutions to help individuals and institutions ensure their assets are protected, portable and can be passed on. Lombard International-IP manages the investment portfolio.