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R E G U L A T O R Y
D O C U M E N T S

Processing of complaints

In accordance with the regulations, Horae Technology has and maintains an operational procedure for the rapid processing of complaints made by its customers.

Personal data protection policy (RGPD)

Conflict of interest prevention and management policy

Horae Technology's conflict of interest prevention and management policy has been designed to protect the primacy of the interests of its clients as effectively as possible. It is intended to be adapted to the size, organisation, nature, importance and complexity of Horae Technology's activities. 

Best selection and best execution policy

In accordance with the provisions of article 314-75-1 of the general regulations of the French financial market Authority (AMF), Horae Technology has established a best selection and best execution policy.

Voting policy

In accordance with the provisions of articles 319-21 and 321-132 of the general regulations of the French financial market Authority (AMF), Horae Technology has established a voting policy, updated as necessary, which sets out the conditions under which it intends to exercise the voting rights attached to the securities held by the Funds it manages.

Compensation policy

In accordance with the regulations resulting from directives 2011/65/EC (known as « AIFM ») and 2014/91/EC (known as « UCIT V »), Horae Technology has established the present compensation policy. Its objectives are to promote the alignment of interests between investors, the investment management company and its staff members, as well as sound and effective management of the risks of the portfolios managed and the company, taking into account the nature, scope and complexity of Horae Technology's activities.

ESG charter

Sustainability risk

Disclaimer to US investors

Semi-annual reports