Principles & Policies

"EU Regulation 2019/2088 on financial services sector sustainability notifications"

  • Sustainability Risk Policy

This policy is implemented by the company "European Reliance Asset Management AEDAK" (hence "the Company") in line with the rules of Regulation (EU) 2019/2088, as amended. The goal of this Policy is to outline how the Company considers viability risks while making investment decisions and offering investment advice to its customers, as well as to improve information transparency for investors.

Company statement based on SFDR 4 (1) (b) and (5) (b). Read the Statement carefully.

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"Benchmark Regulations (BMR)"

For the UCITS it manages, the company European Reliance Asset Management A.E.D.A.K. (hence the "Company") may employ Reference Indicators within the meaning of Regulation (EU) 2016/1011 (BMR) in the course of its activities.

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"Remuneration Policy"

The goal of this Policy is to lay forth the fundamental principles that govern the Company's remuneration system. The remuneration system is based on the Company's business strategy, goals, values, and long-term interests, as well as the avoidance of creating conditions that could lead to conflict while fulfilling its functions.

"Order Execution Policy"

EUROPEAN RELIANCE ASSET MANAGEMENT AEDAK takes all reasonable steps to achieve the optimal execution of orders when managing mutual fund portfolios and other clients' portfolios, under a relevant contract.

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“Conflict of Interest Policy”

EUROPEAN RELIANCE ASSET MANAGEMENT AEDAK is committed to acting in the best interests of its customers in an honest, fair, and professional manner, as well as to complying with regulatory requirements when providing its services.

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"Active Participation Policy"

The company's current policy, known as "European Reliance Asset Management AEDAK" (hence "the Company"), is based on Article 32 of Law 4706/2020, which requires asset managers to draft and publish a policy for active participation in their funds.

"Information on Complaints Handling"

EUROPEAN RELIANCE ASSET MANAGEMENT AEDAK makes every effort to carry out its business in a way that avoids customer complaints. Customers may, however, file complaints.

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