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Finance in Motion GmbH

PRI reporting framework 2017

You are in Direct - Inclusive Finance » PIIF Principle 5: Transparency

PIIF Principle 5: Transparency

IFD 25. How mission and investment objectives are communicated to stakeholders (Private)


IFD 26. Investors and/or the public provided with information aligned with industry standards

Possible action:

Fully disclose policies, criteria and related conditions of products and services to investees and other relevant stakeholders.

26.1. Other than the PRI/PIIF, indicate if you provide your investors and/or the public with information aligned with industry standards.

26.2. Do you provide information aligned with:

          SMART Campaign, SPTF
        

26.3. Additional information. [Optional]


IFD 27. Transparency of pricing, terms and conditions among investees

Possible action:

Ensure that investees adequately disclose the pricing, terms and conditions of financial products and services offered, and that the pricing, terms and conditions are understood by clients.

27.1. Indicate if you encourage the retail institutions in which you invest to ensure that the following are transparent and fully explained to their clients (i.e. those seeking financial services from them) in a form they can understand.

Pricing

27.2. Indicate how you ensure this for pricing and provide examples.

As part of the Due Diligence process, pricing transparency and the transparency of the general
terms and conditions are verified on-site and off-site by investment officers. For example,
loan contracts are analysed, if effective interest rates are being applied, etc.

Other terms and conditions

27.3. Indicate how you ensure this for other terms/conditions and provide examples.

As part of the Due Diligence process, pricing transparency and the transparency of the general
terms and conditions are verified on-site and off-site by investment officers. For example,
loan contracts are analysed, if effective interest rates are being applied, etc.

27.4. Additional information. [Optional]


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