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M E D I A PA C K ■ 2 0 14

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Providing communication channels to help you reach the advisory community via print, digital, editorial, social media, video and events

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 For today’s discerning financial and investment professional

A letter from the Editor IFA Magazine is the fastest-growing and most innovative newcomer to have hit Britain’s financial publishing scene for many years.

In less than three years since its launch, IFA Magazine’s has grown its reader base and standing in the adviser marketplace to unprecedented levels. The magazine’s website is now garnering 30,000 unique visitors per month – and it’s still growing fast - and IFA Magazine has also been shortlisted for the prestigious PPA Business Magazine of the Year Award.

IFA Magazine owes its success to its trademark blend of sharp professional analysis and strongly argued opinions from leading industry figures – all wrapped up in one of the most visually exciting packages that you’ll find anywhere in the publishing environment. A lively, stimulating and always readable editorial approach is complemented by specialist sections that include coverage of technical issues such as compliance, FCA policy development, and platform technology. But actually we think it’s the unmistakable twist of humour that keeps our readers turning the pages.

Graphically, IFA Magazine simply exudes quality. From the high-gloss cover to the perfectbound spine and the startlingly intense quality of its graphic imagery, its design owes more to the higher-level lifestyle magazines than to the ordinary financial press. Our readers know how to appreciate the finer points of a well-presented publication, and they are proving intensely loyal.

The coming year sees a further diversification of our print activities, with a number of specialist supplements planned on subjects including ETFs, pensions and financial planning.

But the magazine and its website have been only the start. IFA Magazine is currently moving into new media, with forums and groups of its own

on Twitter, LifeTalk and LinkedIn. Our dedicated IFA News Centre features RSS and video feeds from hundreds of sources, making us the obvious portal for advisers who want all the news in one place.

IFA Magazine is moving actively into the recruitment and FX spaces, with dedicated online resources being developed in conjunction with our strategic partners.

2013 saw a major expansion of our IFA Magazine Events activity, with nearly a dozen seminars, discussion forums and training roadshows taking place throughout the country.

We have had enormous support and sponsorship from the fund management industry for these events, which have been held in locations as diverse as the London Chamber of Commerce and the Belfry Golf Hotel near Birmingham.

Next up? Our new TV and Video Division, developed in conjunction with BAFTA-winning director Peter Georgi, is going to be making a splash in the new year, offering advertisers the opportunity to produce platinum quality video for the web and other marketing channels.

IFAs are facing a new world which is changing not just because of a welter of regulatory reforms, both from London and from Brussels, but also because of the most challenging global environment we’ve had in half a century. IFA Magazine meets the need for information about this new world with equally challenging commentary, with good looks and good humour. Readers don’t browse our pages, they devour them.

IFA Magazine has already reached its target readership among Britain’s premier adviser groups. We’re looking forward to a bright future, and we hope you’ll be part of our new direction.

Best wishes,

Michael Wilson Editor IFA Magazine

Play video where you see this  symbol.

N E W S R E V I E W C O M M E N T A N A LY S I SN

M E D I A PA C K ■ 2 0 14

Circulation IFA Magazine is circulated to over 6,600 investment specialist IFAs. 16,000 digital versions are also sent to the wider adviser community. of their business has been specifically within Investment Products over the past 12 months.

n IFA Magazine reaches and influences investment specialist IFAs. n Between July 2012 - June 2013 approximately £1.4 billion of investment came through IFA Magazine readers. n Hard copies of IFA Magazine are delivered to 6,600 subscribers within this category which we (and Touchstone) believe to be the majority of the UK advisory community that fit criteria and are truly Investment focussed – more than 60%

n As well as our strict subscription criteria, we have a unique in-media relationship with Touchstone Financial Analytics, which enables us to cross reference our reader subscription information against their data, on a monthly basis. This ensures that our reader data in incredibly accurate and is arguably the platinum standard within the industry.

Look and Feel Extremely high end production value to reflect the exclusive audience it is reaching, presenting your message in the best possible light. There is no other glossy title in this marketplace.

Why advertise?

IFA Magazine goes directly to the professionals with client funds and influence for your products.

We have a fantastic editorial team, including some of the best financial journalists in the country, spearheaded by Michael Wilson our editor. Mike wrote “reading the financial pages for Dummies” so is just about the most perfect person on the planet to assemble the

editorial in a simplified and readable style that is required, taking complicated financial and regulatory issues and presenting in a readable format. Other key contributors include Steve Bee, Brian Tora, Monica Woodley, Gillian Cardy and Nick Sudbury.

N E W S R E V I E W C O M M E N T A N A LY S I S

For today’s discerning financial and investment professional

Breakdown of IFA Reader Data The total database of active advisers currently stands at 43,824. IFA Magazine holds 3,708 active advisers that are Level 4 qualified, and we have e-mail addresses of 16,320 active advisors.

Speciality IFA Magazine

holds

IFA Magazine holds that are level 4 qualified

IFA Magazine holds that we have e-mail addresses of

Director/ Firms within No of Rls Partner/Client each Avg in firm Facing job category titles

No of QCF Level 4 Rls Avg in firm

No of Clients Avg for firm

Asset Manager

448

0

24

249 / 53 / 280

142

N/A

N/A

N/A

Discretionary

387

0

144

77 / 21 / 336

46

N/A

N/A

N/A

Employee 1,444 241 774 Benefits

748 / 190 / 1,042

372

23.1

1.6

6,028

Generalist 25,448 1,352 8,206

15,493 / 5,727 / 15,299

7,557

6.49

1.48

1,065

Life Co.

56

0

0

37 / 0 / 19

25

N/A

N/A

N/A

National

412

38

125

40 / 17 / 375

22

340.22

27.64

5,986

3,291 / 1,174 / 5,854

4,833

3.7

0.37

327

Network 7,692 621 3,280

Platform

44

0

2

32 / 0 / 17

22

N/A

N/A

N/A

Private Banking

128

0

10

57 / 0 / 98

27

N/A

N/A

N/A

SIPP Provider

123

2

30

49 / 26 / 83

17

78.66

0.5

140

Spec. Indiv.

Pension

460

72

460

346 / 52 / 353

251

4.16

0.52

190

Spec.

5,744 1,297 2,748 Investment

3,562 / 817 / 4,360

2,141

11.71

1.29

924

Spec.

845 85 425 Protection

602 / 138 / 509

442

4.49

0.46

1,471

Stockbroker

155 / 9 / 452

39

N/A

N/A

N/A

548

N/A

92

A hard copy of the magazine is delivered to ALL specialist investor IFAs.

M E D I A PA C K â– 2 0 14

Subscriber Breakdown Hard Copy Subscribers

6,600 (Up 10% year-on-year)

Digital Subscribers

16,320

List of Companies receiving magazine

2641 unique firms Hard copy 6803 unique firms Digital copy

IFA Magazine Schedule 2014 Issue

Copy Deadline

To Printers

Mailing

Dec/Jan

19 Dec 2013

5 Jan 2014

8 Jan 2014

February

23 Jan 2014

30 Jan 2014

6 Feb 2014

March

20 Feb 2014

27 Feb 2014

5 Mar 2014

April

20 Mar 2014

27 Mar 2014

3 Apr 2014

May

17 Apr 2014

24 Apr 2014

1 May 2014

June

22 May 2014

29 May 2014

4 Jun 2014

July/August

19 Jun 2014

26 Jun 2014

30 Jun 2014

September

21 Aug 2014

28 Aug 2014

3 Sept 2014

October

18 Sept 2014

25 Sept 2014

2 Oct 2014

November

23 Oct 2014

30 Oct 2014

4 Nov 2014

T E N L E M U P P

l fin an cia ce rn ing na l y’s dis sio Fo r to da t prof es es tm en an d inv

For today’s discerning financial and investment professional

ETFs

D GY A N S T R AT E IN S IG H T

Supplements

NEWS

REVIE

WC

ENT OMM

ANAL

YSIS

Customised, sponsored special reports, can be produced on demand. Either circulated with the magazine or to a specific subset of our database.

Supplement Package 1

£4,750

Supplement Package 2

£2,600

S U P P L E M E N T

Includes one page of editorial with sponsor interview and a full page advertisement.

Fo r to da y’ s di sc er an d in ni ng fin ve st m an ci al en t pr of es si on al

Includes one page of editorial with sponsor interview.

Distribution In addition to appearing in print all supplements will be produced in PDF. We also produce two-page PDFs for clients comprising their article and ad for hosting on their website/ own email distribution.

M U LT

U P

SH AR F IA U S A NT R A N H T IN D EG D SI Y S G

SR

EV

IE

W

C

O

M

M ETFs EN TA Multi-Asset N AL YS Equity Release IS ETFs

HT

Sep Oct Nov Dec

T

SIS

N

N A LY

E

W

ENTA

M

Feb Mar Apr May June July

NE

OMM

E

Supplements Schedule 2014

IEWC

L

All participants will have the license to re-use any of the published materials as they wish.

SREV

S

NEW

ET P

Licenses

Multi-Asset ETFs Sharia Funds Equity Release ETFs Enhanced Annuities

I-A SS

STRA IN S IGT E G Y A N D HT

Fo an r tod d in v a y ’s es t m d is c en ern t p in ro g f f e s in s io a n c n a ia l l

M E D I A PA C K ■ 2 0 14



Events IFA Magazine have been organising highly successful events since 2011theses events prove hugely helpful to delegates wanting to address the key issues in a rapidly changing industry.

Following the success of the 2011 campaign we have launched IFA Magazine Events, a platform for organisations targeting the evolving adviser marketplace to select specific topics to address an invited high calibre audience within IFA’s .

Further events have been organised throughout the country, including Manchester Bristol, Birmingham and London, helping to bring sponsors closer to their targeted IFA’s

n Post event feedback and survey n Filming and distribution rights of the event Event can be filmed or audio recorded and placed on ifamagazine.com and sponsor’s website post event.

Sponsors to date have included major asset management and DFMs. Themes have included: n Beyond Active Vs Passive n Structured Products – the Marmite dichotomy n Investing in Asia n New Era, New Strategies Equipping Advisers for A Profitable Future

11:00 - 11:30 Networking opportunities

Sponsors of these events have benefited in the following ways: n Sponsor speaking opportunity n Face to face interaction with 35 – 50 high level decision makers from a selected audience n Exposure to a broader audience of invitees n Coverage on IFA Magazine News Centre with the event promotion n Database of full details of attendees and non- attendees

Play video where you see this  symbol.

Typical schedule: 09:00 - 09:30 Breakfast & registration 09:30 - 11:00 4/5 Expert speakers and Q&A 11-30 – 13:00 4/5 Expert speakers and Q&A

Sponsorship Packages n Specially designed logo for event n Corporate branding on invitations (electronically sent) n Post event editorial n Web space provided on ifamagazine.com n Presence at event n Speaker at event n Cost of the venue n Refreshments

Solus sponsorship: £9,750 Partnership sponsorship: £4,000

For today’s discerning financial and investment professional

Website We have a full web site SEM and social media team, headed by Kam Patel our Digital Editor.

Our web traffic has doubled in the past 12 months. 30,000 unique visitors per month, generating 150,000 page impressions.

£50/cpm across site for standard banners/mpus £75/cpm for expandable banners or special formats

Website promotion production and publication of a content piece digitally across appropriate channel.

We will need approximately 350-500 words (plus any images required) for each piece. These must be supplied in two different formats on the same topic – one as a news review piece, one as an opinion or comment piece (attributed to an appropriate spokesperson).

This will allow us to publish in both sections of the web site (as well as the home page).

Advertisers supply a key word or phrase they would like to have highlighted as part of our SEO activity for each article. Each piece will be distributed and highlighted on social media channels and also included on weekly news alert, with full report to follow.

The Natixis example As an example of how this activity will work, we ran a real-time test based on

Natixis. This revolved around a story of a recent survey they had completed.

Within just a few minutes, it had appeared prominently on Google and was top of Google news (only below the actual Natixis sites) which illustrates the power or our messaging and SEO capability. The article was then included within one of our weekly news alerts (below).

This generated a huge open rate and healthy click through rate specifically on the Natixis article.

Full weekly report supplied.

Monthly charge based on four four articles £1,050

M E D I A PA C K ■ 2 0 14

Content driven website promotion

For today’s discerning financial and investment professional

e-Newsletters Each week we circulate 12,000+ individually subscribed electronic news letters.

These are editorially led and have a good

open and click through rate. We do not send out multiple e-mails throughout the day, unlike other publishers.

Solus E-mail Campaigns

Sponsorship of weekly news alert

£450/000

IFA News Centre

£750

In addition to our primary website activity and content driven campaign mentioned previously, we will also

provide back up of all news across our News Centre (see below): http://newscentre.ifamagazine.com/

We can do the following, all of which will appear in real time on our mobile sites and app:

n have their YouTube channel as one of our slider tabs n we would also recommend advertisers use IFANewsCentre as their ‘news partner’ and display the IFANewsCentre badge (below) on their site.

n include all feeds from across the advertiser network within appropriate sections of IFANewsCentre n include their Twitter ID’s with the IFANewsCentre list widget n include blogs within top blogger section

In the era of 4G and increasing importance being put on quality digital content, IFA Magazine has teamed up with BAFTA award winning Director Peter Georgi to create incredibly high quality video and documentary for clients. We have full capability to produce broadcast quality interviews through to events and product promotion.

The process involves full briefing with Director prior to filming, all editing and production. We can host video on our site

and make available for dissemination via social media channels, YouTube and Vimeo.



 Package includes: n filmed interview with our journalist. We will broadcast the interview on the website n accompanying e-mail campaign to 12,000+ IFAs. Full report on campaign statistics, click throughs, etc. providing tangible and relevant leads to support campaign and ROI allowing direct follow up

Play video where you see this  symbol.

n remains on website for 12 months.

Featured on Homepage for 1 month n highlighted on weekly e-newsletter.

Standard days filming project £4,500 Further projects and more detail available on a bespoke basis

M E D I A PA C K ■ 2 0 14

Video and Filming

For today’s discerning financial and investment professional

Rate Card DPS Junior Page Quarter Page

£6,900 £2,250 £1,100

Full Page Half Page

£3,750 £1,950

Guaranteed positions are subject to a 25% increase. Inserts £250 per thousand (weight dependant, please discuss exact requirements for an individual quote). Agency Commission 10%.

Creative advertising rates available on request. All prices exclusive of VAT. Please see the IFA Magazine website (www.IFAmagazine.com) for acceptance of advertising terms and conditions.

IFA Magazine is published on the 7th of each month (joint Jul/Aug and Dec/ Jan issues, 7th of first month). Booking and copy deadline is the 14th of the month prior. (all dates subject to closest working day).

Mechanical Data DPS (Bleed) 303 x 426 Page (Bleed) 303 x 216 Page (Trim) 297 x 210 Page (Type Area) 247 x 155

Page Dimensions: in millimetres

½ Page (Horizontal Bleed) ½ Page (Horizontal Type Area) ½ Page (Vertical Bleed) ½ Page (Vertical Type Area) ¼ Page

Please contact our production team before sending any artwork. They will be happy to advise you on supplying your advert correctly.

Production: Tony Merlini, Art Director, IFA Magazine, 45 High Street, Charing, Kent TN27 0HU tony.merlini@thewowfactorypublications.co.uk For advice on supplying artwork call 01233 714 021

150 x 216 122 x 155 303 x 102 247 x 74 122 x 74

M E D I A PA C K ■ 2 0 14

Digital Mechanical Data Placement

Dimensions

File Types

File Size

Rich Media

Leaderboard

728 x 90

swf, gif, jpeg, png

40kb

Yes

Expandable Leaderboard

728 x 300

swf, gif, jpeg, png

40kb

Yes

300 x 250

swf, gif, jpeg, png

40kb

Yes

MPU

Skyscraper

300 x 1000

swf, gif, jpeg, png

Yes

Standard Full Banner

468 x 60

swf, gif, jpeg, png

Yes

All dimensions in pixels

Flash - must be supplied with a back-up .gif file of less than 30kb

Embedded in the swf (flash), must be the following action script (as an expression on the button), not the click through URL (please supply this separately). This ensures that the click-through opens in a new window and we can track clicks: on (release) { if (clickTAG.substr(0,5) == “http:”) { getURL (clickTAG, “_blank”); }} Flash creative must be supplied as minimum Flash version 7 SWF with a backup .gif image Maximum frame rate of 15 fps.

Animation length should not exceed 10 seconds.

Audio is permitted, but must be initiated by user click.

Audio should not exceed 10 seconds.

Clearly visible mute button if audio is used.

IFA Magazine is published by The Wow Factory Publications Ltd. All advertising is subject to terms and conditions for acceptance.