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Subscription form

  • Investors who wish to invest are required to submit a subscription form. The form also includes important information about practices and costs associated with transactions in the funds.

  • 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.

  • 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

  • Guidelines for responsible investments undertaken by Pareto Asset Management on behalf of our unitholders and individual asset owners.

  • Twice a year, Pareto Asset Management prepares a report on our guidelines for responsible investments and the practice of these.

  • Disclosure under Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (the SFDR).

  • 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.

  • Guidelines for remuneration scheme undertaken by Pareto Asset Management to promote sound and effective risk management.

Business terms

  • Information to clients regarding the characteristics of, and risks associated with, financial instruments.

  • Information to clients regarding the characteristics of, and risks associated with; financial instruments (shares, share-related instruments, bonds and mutual funds).

  • Information to clients concerning the properties and special risks relating to trading in options, forward/future contracts and other derivative instruments.