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Sparinvest S.A.

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage (Not Completed)


SG 02. Publicly available RI policy or guidance documents (Not Completed)


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Sparinvest trades in securities and other financial instruments for Danish and international clients. As is required by national legislation, when providing investment and related services, both Sparinvest S.A., Luxembourg branch ID-Sparinvest, Filial af Sparinvest S.A., Luxembourg, are committed to maintaining appropriate arrangements to identify, manage and mitigate actual and potential conflicts of interest with the objective of ensuring that our clients and shareholders are not adversely affected. 

It is our duty to act in the best interests of our shareholders and clients in the conduct of our investment business, including when engaging with investee companies and exercising our rights as shareholders. We maintain a detailed Conflicts of Interest Policy that applies to conflicts of interest that may arise anywhere within Sparinvest Group as a result of any Sparinvest Group entities’ organizational structure, ownership and business activities. The policy document is available in both English and Danish.

Link to English version:

http://www.sparinvest.lu/~/media/international/downloads/appendix_conflict%20of%20interes%20policy_june2016.ashx
 

Link to Danish version:

http://www.sparinvest.dk/~/media/01_dk/dokumenter/jura/politik%20for%20haandtering%20af%20interessekonflikter%20i%20sparinvest_juni2016.ashx
 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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