Simmonds & Simmonds Franchise Investment Prospectus 5 PDF

Simmonds &Simmonds Simmonds &Simmonds TABLE OF CONTENTS 03 ABOUT US 04 OPPORTUNITIES 05 SECURITY OF BONDS 08 MEET THE TEAM www.simmondsandsimmonds.co.uk  Simmonds PAGE 3 &Simmonds About...

Simmonds &Simmonds Simmonds &Simmonds TABLE OF CONTENTS 03 ABOUT US 04 OPPORTUNITIES 05 SECURITY OF BONDS 08 MEET THE TEAM www.simmondsandsimmonds.co.uk  Simmonds PAGE 3 &Simmonds About us At Simmonds & Simmonds, we pride ourselves on being one of the largest Private Portfolio Management firms in Europe specialising in the acquisition of strategic franchise agreements. We operate a portfolio of over 2650 franchises across Europe and the United Kingdom. These include some of the most widely recognised brands such as McDonalds, Starbucks, Wendy’s, Pret A Manger, Joe & The Juice, Costa Coffee, KFC, Nando’s, and many more. At the heart of our ethos is that we are the largest investor into any franchise we identify. We have an ability to identify and act on market trends, ensuring we remain at the forefront of the franchising industry. At Simmonds & Simmonds, we don’t just invest in businesses; we invest in opportunities to create lasting value for our partners, investors, and communities. In 2024 we won the Bloomberg innovative investment award. This came on the back of us franchising our own investment model in the North American markets. Which has seen over 45,000 franchises acquired for over one million investors. Our work also won our UK SPV a Financial Times award for best New Fixed Income vehicle in the United Kingdom. Join us as we continue to shape the future of franchising in the UK and beyond. 100m+ 2,650 Under management Franchise Partnerships 1,200+ 5 Happy Investors Offices around the world  Simmonds PAGE 4 &Simmonds Opportunities with Simmonds & Simmonds At Simmonds & Simmonds, we offer an exceptional opportunity to partner with one of world’s leading private franchise groups. Our innovative approach combines structured investment products with the stability of established franchise brands, delivering consistent and secure returns for our investors. Using investor funds through fully insured and asset-backed bond products, we provide a unique investment avenue supported by our extensive portfolio of franchises and new growth opportunities. This structured model enables us to guarantee attractive returns ranging from 8.5% to 16.8% per annum, ensuring both profitability and peace of mind for our partners. By leveraging the strength of globally recognized brands like McDonald’s, Starbucks, Wendy’s, Costa Coffee, and others, we create sustainable growth and maximize value for investors. Our commitment to financial security and innovation means every opportunity is backed by robust assets and thoughtful strategies, making our investment as secure as it is rewarding. Featured in Bloomberg, FT, CNBC, Fox News and many other publications, having worked with the most recognisable companies in the world including Starbucks and McDonalds. Every franchise opportunity we invest in is GFA (Global Franchise Association) approved and insured by Zurich Insurance Group the 22nd largest insurance company in the world.  Simmonds &Simmonds Our Partners  Simmonds PAGE 5 &Simmonds Security of Franchise Bonds: The franchise bond market has seen rapid acceptance by investors globally in the last 24 months. This is in large part for the level of security and ease of entry and exit that they offer. On a very logical note, you don’t see many (or any for that matter) McDonalds or Starbucks closing down, in fact if you pass one at anytime of the day you will see a healthy throng of customers. When you couple these strong fundamentals with the fact that all opportunities are underwritten and insured by the Zurich Insurance Group one of the world’s largest insurance companies and that we only work with GFA approved franchise opportunities. It is clear why the Franchise Bond offering has seen such fantastic global growth in the last two years. This is supported by over one million happy customers. When investing in franchise bonds, understanding the robust security measures in place is essential to ensure your peace of mind. Our franchise bonds are designed to prioritize investor protection and financial security. Here’s why our bonds offer an unparalleled level of security: 01 02 REGULATED FRAMEWORK PROVEN BUSINESS MODELS Franchise bonds are issued under Our franchise bonds are tied to strict regulatory oversight. Each successful, well-established bond complies with industry franchise operations with a standards and legal requirements demonstrated track record of to provide maximum transparency profitability and growth. This and reliability. All our bonds are ensures that the businesses GFA approved. generating returns for your investment are robust and dependable. 03 SECURED BOND STRUCTURE Each franchise bond is secured with tangible assets or a revenue stream from the franchise operation. In the unlikely event of financial difficulty, these assets serve as collateral, providing an additional layer of protection for your investment.  PAGE 6 04 05 COMPREHENSIVE DUE DILIGENCE FIXED RETURNS Before issuance, every franchise is Franchise bonds offer a fixed thoroughly vetted through a interest rate, providing comprehensive due diligence process. predictable income throughout This includes: the investment term. This Financial audits. eliminates the uncertainty of Market performance evaluations. fluctuating market rates. Operational efficiency assessments 06 07 LEGAL SAFEGUARDS INSURANCE COVERAGE Our bonds include legally binding All of our franchise bonds are agreements to protect investor supplemented with insurance to rights. These contracts detail the cover certain risks, further obligations of all parties and enhancing the security of your ensure full transparency in the investment. use of funds and repayment schedules. 08 09 INDEPENDENT TRUSTEE CLEAR EXIT STRATEGY An independent trustee monitors Each franchise bond includes a the bond’s operation, ensuring clearly defined exit strategy, compliance with agreed terms and ensuring timely repayment of your acting on behalf of investors in principal investment at maturity. case of any discrepancies.  PAGE 7 10 CONTINUOUS REPORTING Investors receive regular updates on the performance of the franchise operations, providing complete transparency and peace of mind throughout the investment term. This is coupled with an annual audit report for each franchise. By choosing franchise bonds, you are choosing to join the fastest growing investment opportunity. Whilst aligning with a secure, transparent, and reliable investment option backed by tangible business success. Over one million investors have backed franchise bonds in the last 24 months. This allows our investors to invest with peace of mind.  Simmonds PAGE 8 &Simmonds Meet the Team At Simmonds and Simmonds our team is the backbone of our success. We’re a group of dedicated professionals with diverse expertise, all working together to deliver exceptional results for our clients and investors. Here’s a closer look at some of the talented individuals driving our vision forward: MARK JONES CEO - CHIEF EXECUTIVE OFFICER With two decades of experience working with leading global brands, Mark Jones has gained unparalleled insights into what drives business success. His expertise is rooted in understanding the core strategies that make businesses thrive. PETER MILLER FIXED INCOME SPECIALIST With two decades of experience in the bond industry, including a successful tenure at BlackRock, Peter Miller brings deep expertise in fixed-income investments. Recognizing the untapped potential of franchise brands, he now focuses on bridging these opportunities to investors. BEN COHEN REAL ESTATE SPECIALIST With extensive experience at The Crown Estate, Ben Cohen specializes in identifying prime locations that maximize returns for our strategic partners. His deep understanding of real estate ensures that every investment is made in the most lucrative and high-potential areas. STUART WALTON FRANCHISE SPECIALIST With extensive experience in the international franchise market, Stuart brings a wealth of knowledge in franchise operations and growth strategies. His expertise in navigating the complexities of franchising across diverse international markets allows him to identify and capitalize on lucrative opportunities for expansion. FRANCESCA WILLIAMS CLIENT LIAISON & TEAM SUPPORT With 25 years of experience as an Executive Assistant, Francesca Williams brings unparalleled organizational expertise and a strong commitment to supporting team efficiency. Simmonds &Simmonds