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Russia: Update to the handling of ADR GDR Programmes of Russian underlying equities

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This Announcement supersedes A23056. Clearstream Banking1informs clients that on 5 July 2024, the Luxembourg authorities advised Clearstream Banking that the EU Commission had clarified on 24 May 2024 the interpretation of Article 6b (5aa) of Regulation (EU) No 269/2014 and informed all EU Member States that “[In view] of supporting disinvestment from the Russian market by European investors may sustain the reading that for applications submitted before 25 September 2023 and authorised by the national competent authorities of the Member States before 25 December 2023, conversion of depository receipts may take place after 25 December 2023. Given that the implementation of EU sanctions ultimately falls within the competence of Member States, we encourage Member States to mutually enable, in a spirit of sincere cooperation, conversions based on authorisations granted by the national competent authority of another Member State before 25 December.” The Luxembourg authorities have subsequently advised Clearstream Banking that they now align to this interpretation. This replaces the guidance issued to Clearstream Banking in November 2023 that conversion of depository receipts (DR) granted by the national competent authorities of an EU Member State before 25 December 2023 must also take place before 25 December 2023. Accordingly, Clearstream Banking will process conversions instructed by its clients for ADR/GDR holders being nationals or residents of EU Member States holding authorisations in those programmes where conversions are currently supported by the depository agent and where conversions are permissible under EU, US and UK sanctions. Clients intending to instruct conversions under the guidelines mentioned below are reminded, that OFAC’s General License 100 permits conversions into underlying shares issued in the National Settlement Depository only until 13 August 2024. Clearstream Banking expects that depository agents will close their programmes to conversions in advance of that date to ensure that the conversions can be completed in the domestic market with the validity period of the license. Clients whose clients received the authorisation from the competent authority pursuant to Article 6b(5aa) of Regulation (EU) 269/2014 with the stated timeframe, can convert a depository receipt with Russian underlying security held with the National Settlement Depository. The relevant text reads: ‘5aa. By way of derogation from Article 2, competent authorities of a Member State may authorise the conversion by 25 December 2023 by nationals or residents of a Member State, or an entity established in the Union, of a depositary receipt with Russian underlying security held with the entity listed under entry number 1012 under the heading “Entities” in Annex I for the purpose of selling the underlying security, and the making available of funds linked to the conversion of the depositary receipt and to the sale of the underlying security directly or indirectly to that entity in Russia, under such conditions as the competent authorities deem appropriate and after having determined that: (a) the depositary receipt was issued before 3 June 2022; (b) the relevant request for authorisation is submitted by 25 September 2023; (c) the holder of the depositary receipt is able to demonstrate that such conversion is necessary for the sale of the underlying security; (d) the sale of the underlying security is compliant with prohibitions under Regulation No 833/2014, including Articles 5 and 5f; and (e) no funds will be made available to any other entity listed in Annex I.’ For any ADR/GDR conversion instruction, in respect of the below securities, Clearstream Banking clients must, in the narrative field of their instruction (:70E: INST field in MT565 or Corporate Action Instructions Narrative in Xact Web Portal), represent that they have obtained authorisation under Article 6b(5aa) of Regulation (EU) 269/2014 and provide: (a) the name of the competent authority of the Member State which has granted the authorisation, (b) the reference number of the authorisation, and (c) the date of the authorisation. The wording required in client instruction : “EU Reg. 269/2014 art. 6b 5aa COMP. License nb: xxxxxx date: dd/mm/yyyy– Issuing NCA: xxxx.” Instructions without the required representation of sanctions compliance will be rejected. Conversion instructions may be accepted in the following Russia-related ADR/GDR progammes: Common Code ISIN code Underlying Security name 32418384 US67011U1097 RU0009084446 GDR NOVOROSSIYSK CSPP 144A REG 32417710 US67011U2087 RU0009084446 GDR NOVOROSSIYSK CSPP REGS REG 11374891 US6074091090 RU0007775219 ADR MOBILE TEL PJSC REG (1ADR/2SHS) 22468022 US6074091090 RU0007775219 ADR MOBILE TEL PJSC REG (1ADR/2SHS) 25869486 US67812M2070 RU000A0J2Q06 GDR ROSNEFT OIL COM REGS BR 124406129 US1641451042 RU000A0JL4R1 GDR CHERKIZOVO GROUP 144A REG (1DR/0.667SHS) 124407524 US1641452032 RU000A0JL4R1 GDR CHERKIZOVO GROUP REGS REG (1DR/0.667 SHS 36273372 US3133541025 RU000A0JPNN9 GDR FED GRID CO PJSC 144A REG 36273577 US3133542015 RU000A0JPNN9 GDR FED GRID CO PJSC REGS REG (1DR/ 500SHS) 39197863 US45835N1054 RU000A0JPNM1 GDR PJSC INTER RAO UES 144A REG 39322790 US45835N2045 RU000A0JPNM1 GDR PJSC INTER RAO UES REGS REG 17822373 US7416251079 RU0009084487 ADR PRIMORSKY SHIPPING (1ADR/10SHS) 170465199 US29355E2081 RU000A100K72 GDR EN GROUP PLC REGS REG 1DR/1SH 133313133 US8766292051 RU0009033591 ADR PJSC TATNEFT REG (1ADR/6SHS) 129782048 US69343P1057 RU0009024277 ADR PJSC LUKOIL REG 131064853 US69343P1057 RU0009024277 ADR PJSC LUKOIL REG 131156707 US69343P1057 RU0009024277 ADR PJSC LUKOIL REG 64985922 US71922G1004 RU000A0JRKT8 GDR PJSC PHOSAGRO REG (30GDR/1SHS) 247334742 US71922G3083 RU000A0JRKT8 GDR PJSC PHOSAGRO REGS BR (CANCELLATION ELIG 36956348 US00501T2096 RU0009028674 GDR PJSC ACRON REGS REG (10GDR/1SHS) 32415202 US50218G2066 RU000A0JPFP0 GDR PJSC LSR GROUP REGS BR (5GDR/1SHS) 22035363 US67011E1055 RU0009046452 GDR NOVOLIPETSK (144A)(1DR/10SHS) 22035436 US67011E2046 RU0009046452 GDR NLMK REG S 131218320 US69343R1014 RU0009062285 GDR PJSC AEROFLOT REG 132253030 US69343R2004 RU0009062285 GDR PJSC AEROFLOT REGS REG (1GDR/5SHS) EXCH 31526655 US6708481006 RU000A0JNG55 GDR OGK OAO 144A REG 1 DR/100 SHS 31527996 US6708482095 RU000A0JNG55 GDR JSC OGK-2 REGS REG 1 DR/ 100 SHS Notwithstanding the above requirements, clients are required to ensure that any instruction submitted to Clearstream Banking complies with applicable laws, including any applicable sanctions, including but not limited to those of the European Union, the United Nations, the United States and the United Kingdom. Impact on clients Clearstream Banking will resume processing of DR conversion instructions on or around 12 July 2024, for those DR programmes where DR agents are supporting the conversion and have their books open for cancellation. Clearstream Banking will provide updated corporate action notifications to the holders of applicable DR programmes for which the conversion is possible. Further information For further information, clients may contact Clearstream Banking Client Services or their Relationship Officer. ------------------------------------------ 1. Clearstream Banking refers collectively to Clearstream Banking S.A., registered office at 42, avenue John F. Kennedy, L-1855 Luxembourg, and registered with the Luxembourg Trade and Companies Register under number B-9248, and Clearstream Banking AG (for Clearstream Banking AG clients using Creation Accounts), registered office at 61, Mergenthalerallee, 65760 Eschborn, Germany, and registered in Register B of the Amtsgericht Frankfurt am Main, Germany, under number HRB 7500.

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