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Lombard Odier

PRI reporting framework 2020

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PIIF Principle 5: Transparency

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

Possible action:

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

25.1. Indicate how your mission and investment objectives communicated to stakeholders (e.g. investees, investors).

25.2. Additional information.

All our investees and investors are informed of our mission and investment objectives.

This information is reflective of our microfinance activities.


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.

26.3. Additional information. [Optional]

This information is reflective of our microfinance activities.


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.

This work is carried out by the MIIs we work with, or by our own advisor, Symbiotics, as part of the due diligence process. this would include looking for certifications when they exist (for example, a Smart campaign) or even on-site visits to local branches to check how relevant initiatives are being implemented.

Other terms and conditions

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

This work is carried out by the MIIs we work with, or by our own advisor, Symbiotics, as part of the due diligence process. this would include looking for certifications when they exist (for example, a Smart campaign) or even on-site visits to local branches to check how relevant initiatives are being implemented.

27.4. Additional information. [Optional]

This information is reflective of our microfinance activities.


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