WIZ CO PARTICIPAÇÕES E CORRETAGEM DE SEGUROS S.A. INVESTORS PRESENTATION
AUGUST 2021
Disclaimer
IMPORTANT: You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by Wiz Soluções e Corretagem de
Seguros S.A. and its subsidiaries (collectively, the "Company") or any person on behalf of the Company, and any question-and-answer session that follows the oral presentation (the "Information"). In accessing the presentation, you agree to be bound by the following terms and conditions.
The Information may not be reproduced, redistributed, published or passed on to any other person, directly or indirectly, in whole or in part, for any purpose. This document may not be removed from the premises. If this document has been received in error it must be returned immediately to the Company.
The Information is not intended for potential investors and does not constitute or form part of, and should not be construed as an offer or the solicitation of an offer to subscribe for or purchase securities of the Company, and nothing contained therein shall form the basis of or be relied on in connection with any contract or commitment whatsoever. This document and its contents may
not be viewed by persons within the United States or "U.S. Persons" (as defined in Regulation S under the Securities Act of 1933, as amended (the "Securities Act") unless they are qualified institutional buyers "QIBs" as defined in Rule 144A under the Securities Act. By accessing the Information, you represent that you are (i): a non-U.S. person that is outside the United States or
- a QIB You acknowledge that all or part of the Information may constitute material non-public information and you agree that you will not use such information or take any action in any way that might give rise to any infringement of law, regulations or restrictions in this regard.
The Information has been prepared by the Company, and no other party accepts any responsibility whatsoever, or makes any representation or warranty, express or implied, for the contents of the Information, including its accuracy, completeness or verification or for any other statement made or purported to be made in connection with the Company and nothing in this document or at this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future.
The Information contains forward-looking statements. All statements other than statements of historical fact included in the Information are forward-looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results of operations, plans, objectives, future performance and business. These statements may include, without limitation, any statements preceded by, followed by or including words such as "target," "believe," "expect," "aim," "intend," "may," "anticipate," "estimate," "plan," "project," "will," "can have," "likely," "should," "would," "could" and other words and terms of similar meaning or the negative thereof. Such forward-looking statements involve known and unknown risks, uncertainties and other important factors beyond the Company's control that could cause the Company's actual results, performance or achievements to be materially different
from the expected results, performance or achievements expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding the Company's present and future business strategies and the environment in which it will operate in the future.
No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the Information or the opinions contained therein. The Information has not been independently verified and will not be updated. The Information, including but not limited to forward-looking statements, applies only as of the date of this document and is not intended to give any assurances as to future results. The Company expressly disclaims any obligation or undertaking to disseminate any updates or revisions to the Information, including any financial data or forward-looking statements, and will not publicly release any revisions it may make to the Information that may result from
any change in the Company's expectations, any change in events, conditions or circumstances on which these forward-looking statements are based, or other events or circumstances arising
after the date of this document. Market data used in the Information not attributed to a specific source are estimates of the Company and have not been independently verified.
2
Our history
Wiz has a successful financial and operational history, supported by strategic partnerships and high quality management team
Start of | Business Expansion |
Operations | |
Commercialization | Consolidation of the business |
on Counter | model and technological |
CAIXA | transformation |
New Directions
Selected events in
diversification and inorganic
growth, among others
Future of
Wiz
Wiz Vision
End of Rede CAIXA
Operations
Start of Company`s | |
turnaround process | |
GP Investimentos and | |
CAIXA Seguradora | Wiz' IPO |
committing to making | |
(June 2015) | |
the IPO | |
Foundation of
Wiz¹
IPO | ||
1973 | 2012 | 2015 |
New Management
Celebration of New
Operational Contracts
with Caixa Seguridade, Caixa Seguros Holding and CNP Assurances
Wiz BPO Inception
2018
Partnership | |
between Wiz and | |
BMG | |
Operation seeks | |
Partnership | to sell insurance |
in indirect B2B2C | |
between Wiz | channels |
and Inter |
2020
2019
Wiz selected in
competitive process
of Banco BRB
2021
Notes: (1) Wiz was founded under the name "FENAE Corretora", which also became "Par Corretora" before being called Wiz. | 3 |
Who we are
Wiz is one of the largest insurance and credit distributors in the country and operates in multiple channels through its Business Units
D I V E R S I F I E D
BUSINESS MODEL
We operate through our Business Units, in models B2B2C and B2B2B, offering on-site, remote and digital solutions for sale and after-sales of insurance and financial products.
Core Business - Bancassurance | B2B Insurance | Credit | Solutions | |
79.6% | 0.8% | 4.9% | 5.4% | 9.2% |
Bank Counter | Non-Bank Counter | Open Sea | Channel Owner | Open Sea |
REDE | ||||
CAIXA¹ |
²
Share of 1H21 Pro-Forma
Gross Revenue
Our Partners
Notes: (1) Run-off operation; (2) Pending closing. | 4 |
We are Wiz |
We operate in the distribution of insurance and financial products |
+ 48 years of History |
Our Business Units offer face-to-face, remote and digital solutions for the | OUR |
sale and after-sales of insurance and financial products | RESULTS |
Insurance | + R$ 35 bn |
Premium Issued in | |
2020² | |
Credit | + R$ 5.5 bn |
Commercialized Credit in | |
2020³ | |
✓ Solutions that | |
Solutions | encompass the entire |
value chain of the | |
insurance market |
WIZS | 2.8 bn Market Cap1 |
+ R$ |
+1.6 thousand
Employees4
Present in + 23
states of Brazil4
+ 10
Business units
R$ 1,044 bn
Gross Revenue5 in 2020
R$ 300 mm
Adjusted Net Income in 2020
Notes: (1) Reference Date: 07/14/2021; (2) Includes insurance premium issued, capitalization bonds and pension contributions; (3) Accumulated result in 2020; (4) Reference Date: 03/31/2021; (5) Pro-FormaGross Revenue. | 5 |
This is an excerpt of the original content. To continue reading it, access the original document here.
Attachments
- Original document
- Permalink
Disclaimer
Wiz Soluções e Corretagem de Seguros SA published this content on 16 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 August 2021 13:22:01 UTC.
