Other important documents
Subscription form
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Client declaration (private individuals) (pdf)
Anti Money Laundering legislation requires all financial institutions to conduct an assessment of the risk of being exploited for purposes of money laundering or the financing of terrorism.
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Client declaration (legal persons) (pdf)
Anti Money Laundering legislation requires all financial institutions to conduct an assessment of the risk of being exploited for purposes of money laundering or the financing of terrorism.
Information
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Guidelines for responsible investments (pdf)
Guidelines for responsible investments undertaken by Pareto Asset Management on behalf of our unitholders and individual asset owners.
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Report on responsible investments (pdf)
Twice a year, Pareto Asset Management prepares a report on our guidelines for responsible investments and the practice of these.
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Disclosure under Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (the SFDR).
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Pareto Asset Management is committed to safeguarding the privacy of our clients. We process personal data in compliance with the legislation applicable at any given time.
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Guidelines for remuneration scheme undertaken by Pareto Asset Management to promote sound and effective risk management.
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This information is provided to disclose your key rights as a unit owner in Pareto Asset Management’s funds in accordance with the Cross-Border Distribution Directive (EU) 2019/1160.
Business terms
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Information to clients regarding the characteristics of, and risks associated with, financial instruments.
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Non-complex financial instruments (pdf)
Information to clients regarding the characteristics of, and risks associated with; financial instruments (shares, share-related instruments, bonds and mutual funds).
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Complex financial instruments (pdf)
Information to clients concerning the properties and special risks relating to trading in options, forward/future contracts and other derivative instruments.