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Legal documentation - Idinvest Partners

IDINVEST PARTNERS
117, avenue des Champs-Élysées
75008 Paris

Tél. : 01 58 18 56 56
Fax : 01 58 18 56 89

 

Idinvest Partners is a public limited company with a share capital of €999 788,69, having its registered office at 117, avenue des Champs-Elysées, 75008 Paris, authorised by the RCS under the number 414 735 175 (email : contact@idinvest.com; Phone : +33 (0)1 58 18 56 56).

Idinvest Partners was authorised as a Portfolio Management Company on 10th June 1999 by the French Financial Markets Regulator (AMF) under the number GP 97-123 and was authorised on 10th December 2013 in compliance with the AIFM Directive.

The Ombudsman - Autorité des marchés financiers - 17, place de la Bourse - 75082 PARIS CEDEX 02 - FRANCE

 

Policy for conflict of interest:

Idinvest Partners has a conflict of interest policy, which places great importance on the interests of unitholders in funds under management and requires the highest levels of scrutiny to avoid conflicts of interest. As well as harming unitholders’ interests, conflicts of interest could also undermine the integrity and professionalism of our management teams.


Policy for handling client's complaints: 

Click here to access Idinvest Partners’ policy for handling clients’ complaints .

In virtue of Article L621-19 of the “Code Monétaire et Financier”, investors, subscribers and all interested persons more generally are able to refer to the ombudsman of the French Financial Markets Regulator (AMF) for any complaint.

 

Policy for selection of intermediaries: 

Idinvest Partners has a policy for the best selection of intermediaries, which is available by clicking here.

 

Policy of compensation: 

Idinvest Partners has a compensation policy that complies with the AIFM directive’s recommendations, and the recommendations and guidelines jointly issued by the industry’s leading professional associations in France (France Invest, AFG, ASPIM). Idinvest Partners’ compensation policy aims to align employees’ behavior with their long-term objectives. In particular, the goal is to avoid excessive risk-taking by an employee on a personal basis or in managing a particular fund, keeping investors’ interests in line with those of the asset managers.

 

CNIL: 

In accordance with the General Data Protection Regulation (RGPD) and the French amended Data Protection Act, individuals have the right to access, rectify, delete, oppose, portability of personal data concerning them as well as a right to limit processing by sending their request to [indicate an electronic and / or postal address].

They can also contact the French Data Protection Authority (CNIL) for any complaint relating to the processing by Idinvest Partners of their personal data if they deem it necessary.

For more detailed information on our data protection policy, please click here.

 

Policy for voting: 

The document related to our voting policy is available by clicking here.
The document related to our exercise of voting rights is available by clicking here.