Terms and conditions

This site, accessible at https://montefiore.eu/en/ (the “Site”), is published by Montefiore Investment, a société par actions simplifiée (simplified joint stock company) with share capital of 125,300 euros, is a Société de Gestion de Portefeuille pour le compte de tiers (portfolio management company acting on behalf of third parties) with AMF approval (n° GP 06000040). It is registered with the Paris Trade and Companies Registry under number RCS Paris 435 184 806, and its registered office is located at 28 rue Bayard, 75008 Paris.

telephone: + 33 1 58 18 68 70
email: investors@montefiore.eu (“Montefiore Investment”).

The Site’s publication director is Johann Greissler.

Hosting : Kinsta
Data are hosted on the Paris, France server.
Kinsta Inc.
8605 Santa Monica Blvd #92581
West Hollywood, CA 90069
United States

We Are Blow
www.weareblow.com

Consultation and use of the Site implies unreserved acceptance of this legal notice, Montefiore Investment reserving the right to modify it at any time without notice.

Montefiore Investment makes every effort to ensure reliable and uninterrupted access to the Site and the information it contains. However, Montefiore Investment cannot be held responsible for any direct or indirect damage resulting from consultation of the Site or use of the information it contains.

The data and information provided by the Site are for general, non-exhaustive information purposes only and in no way constitute legal advice, canvassing, solicitation or an offer of services.

The Site may contain hypertext links to third-party websites over which Montefiore Investment exercises no control. Consequently, Montefiore Investment assumes no responsibility for the access and content of these third-party sites.

The creation of hypertext links from third-party websites to the Site is subject to the prior written authorization of Montefiore Investment.

The Site and each of its components, in particular scripts, texts, illustrations, videos and newsletters (the “Intellectual Property Elements”) are protected by intellectual property law. They are the exclusive property of Montefiore Investment or the holders of these titles.

The total or partial reproduction, transmission, representation or distribution of the Site and/or the Intellectual Property Elements for purposes other than strictly personal and private use is strictly prohibited and constitutes an infringement that may incur the civil and criminal liability of its author.

It is strictly forbidden to use or reproduce the name “Montefiore Investment“, as well as any logo and visual of “Montefiore Investment“, alone or in combination, for any purpose whatsoever.

The Management Company makes available, on request, information relating to its ESG policy, in particular with regard to the selection of its investments.

The Management Company also makes available, on request, its policy on managing conflicts of interest, its policy on handling customer complaints and its shareholder engagement policy.
Any unitholder wishing to consult this information may request it by e-mail (investors@montefiore.eu ) or by mail:
Investor Relations / Montefiore Investment, 28 rue Bayard, 75008 Paris.

Additional information may also be obtained from the AMF website: www.amf-france.org

This information is prepared in accordance with Article 313.8 of the General Regulation of the AMF (Autorité des Marchés Financiers) and AMF Instruction No. 2012-07. It is intended to inform MONTEFIORE INVESTMENT’s clients about the procedure relating to the handling of complaints, applicable from 1 September 2012.

Only statements of dissatisfaction with the professional are concerned, excluding requests for information, opinions, clarifications, services or services.

Person in charge of handling complaints within MONTEFIORE INVESTMENT: Investor Relations Department, Mr. Johann Greissler

Possible methods of referral to the person in charge of processing complaints within MONTEFIORE INVESTMENT:

By mail: MONTEFIORE INVESTMENT
M. Johann Greissler
28 rue Bayard
75008 Paris
By phone: +33 1 58 18 68 70
By email: investors@montefiore.eu

To ensure that your complaint has been received by us, we recommend to send it to us by requesting an acknowledgement of receipt.

Processing times for declarations:
MONTEFIORE INVESTMENT undertakes to send the client an acknowledgement of receipt within 10 days, in the event that his complaint cannot be processed more quickly. From the date the complaint is sent, the request will be processed within a period that may not exceed 2 months. If you are not satisfied with the outcome of your complaint, you can contact:

The AMF’s independent mediator:
AMF
Mrs Marielle COHEN-BRANCHE
Médiateur de l’AMF
17, place de la bourse 75082 PARIS CEDEX 02
Fax : 01.53.45.59.60

Mediation Form:
The application form for mediation with the AMF and the mediation charter are available on the website: https://www.amf-france.org/fr/le-mediateur-de-lamf/votre-dossier-de-mediation/vous-voulez-deposer-une-demande-de-mediation.

The procedures are confidential, free of charge, adversarial and non-binding. Each of the parties can put an end to it whenever it wishes and retains the right to go to court.

However, before referring the matter to the mediator, it is necessary for the client to take his first step with the person in charge of claims within MONTEFIORE INVESTMENT. Then, the referral suspends the statute of limitations.

Available on request to compliance@montefiore.eu.

Available on request to compliance@montefiore.eu.

Available on request to compliance@montefiore.eu.

As a management company of alternative investment funds, Montefiore Investment takes all reasonable measures to prevent conflicts of interest and, where they cannot be avoided, to identify, manage and monitor and, where appropriate, disclose such conflicts of interest in order to prevent them from harming the interests of AIFs and their investors and to ensure that the AIFs they manage are treated fairly. As such, Montefiore Investment attaches the utmost importance to the interests of its clients and investors.
The purpose of the policy (available here) is to indicate the main measures to manage conflicts of interest.