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  • J.P. Morgan Expands Investor Services Product Team (selected)

J.P. Morgan Expands Investor Services Product Team

Jul 24, 2012

Marian Azer appointed by Worldwide Securities Services business to develop
strategy and meet the evolving needs of custody and administration services’ clients

SYDNEY, July 24, 2012 – J.P. Morgan Worldwide Securities Services (WSS) has today
announced the appointment of Marian Azer to the Investor Services product team as Head of
Global Fund Services Product for Australia and New Zealand.

Azer will work closely with clients and the wider industry to identify market trends and develop
client-focused solutions for the Global Fund Services product division in order to support the
firm’s clients in executing their Australia and New Zealand growth strategy.

Focusing on the full range of Global Fund Services capabilities that J.P. Morgan offers in
Australia and New Zealand, covering fund accounting, investment analytics, compliance,
exchange traded funds, derivatives, transfer agency and middle office, Azer will be instrumental in
further enhancing the way J.P. Morgan serves the rapidly changing needs of clients in the fast
moving Australian superannuation and investment management environment.

Azer joins from Mercer, where she was a Principal, leading operational consulting for all aspects
of investment implementation and operations for clients across Asia. Prior to this, she held a
variety of client service, project and operations roles at BNP, Orion Asset Management and AAS.
The appointment is a return to J.P. Morgan for Azer, who commenced her career with the
organisation in 1996.

David Braga, Head of Product, Investor Services, Australia and New Zealand, J.P. Morgan
Worldwide Securities Services, said Azer brings to the role a deep understanding of market best
practice as well as the needs of institutional clients.

“Marian’s appointment underscores J.P. Morgan’s continued focus on our clients’ evolving needs.
Her experience means she will seamlessly transition into the role, and be able to quickly respond
to changing client and market needs. She has an exemplary market reputation and industry
presence, which will continue to extend our engagement with clients and industry partners.
“Marian’s proven ability to drive end-to-end programs, her core strategic and problem solving
skills and solid project management and implementation experience also complement the skills of
the other members of the Investor Services Product team,” Braga added.

J.P. Morgan’s investment in the Australian market goes beyond a commitment to appoint the best
people. Earlier this year, J.P. Morgan WSS announced an AUD30 million investment in new
product and technology solutions to provide its clients with an enhanced service delivery

About J.P. Morgan Worldwide Securities Services
J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that
helps institutional investors, alternative asset managers, broker dealers and equity issuers
optimize efficiency, mitigate risk and enhance revenue. A division of JPMorgan Chase Bank,
N.A., WSS leverages the firm’s global scale, leading technology and deep industry expertise to
service investments around the world. It has $17.7 trillion in assets under custody and $7.3 trillion
in funds under administration. For more information, go to

About JPMorgan Chase & Co.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of
$2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking,
financial services for consumers, small business and commercial banking, financial transaction
processing, asset management and private equity. A component of the Dow Jones Industrial
Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of
the world’s most prominent corporate, institutional and government clients under its J.P. Morgan
and Chase brands. Information about JPMorgan Chase & Co. is available at



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