Regulatory information
Documents to download
- Conflict of interest prevention and management
- Research and Execution Intermediaries Selection and Policy
- Remuneration Policy
- Voting policy
- Report on voting policy 2020
- Engagement policy
- ESG policy
- Report on intermediation costs 2020
- Notice pertaining to traders telephone recordings
- Complaints handling policy
Any subscription in a UCITS funds or in a product must be made after having read the regulatory documents in force. The prospectus, KIID (Key Investor Information Document) of each UCITS funds authorised and/or approved by the French regulatory (Autorité des Marchés Financiers) are accessible on this website.
Other regulatory documents are available on request from Moneta Asset Management | 36 rue Marbeuf 75008 Paris France.
Investment in financial instruments may involve risk and the value of one unit of a mutual fund reflecting the value of the securities and assets held is subject to changes in the stock markets. The investor may lose all or part of the amount of capital invested, as UCIT funds are not guaranteed in capital.