Regulatory information
Voting policy:
The management company does not undertake to exercise the voting rights attached to the securities held by the UCITS it manages. It may, however, do so at the discretion of the fund managers.
Best selection policy:
To consult this document, please click here.
Policy for detecting and managing conflicts of interest:
To consult this document, please click here.
Customer complaints management procedure:
To consult this document, please click here.
Compensation policy:
To consult this document, please click here.
RTS 28 report:
To consult this document, please click here.
Legislative, regulatory and ethical texts :
IVO Capital Partners' policies and procedures are mainly based on the following texts:
- regulatory texts (in particular the Règlement Général de l'Autorité des Marchés Financiers - AMF) available at www.amf-france.org
- legislative texts (in particular articles of the Monetary and Financial Code) available at www.legifrance.gouv.fr
- European texts available atwww.europa.eu/index_fr.htm
2023 IVO Capital Partners - Independent French management company specializing in corporate debt.
Realization & referencing
