legal
Legal representative: Yves Choueifaty
Company name: TOBAM
TOBAM is a portfolio management company licensed by the French Financial Markets Authority under number GP-06000019 dated May 30, 2006.
TOBAM is also registered as an investment adviser with the Securities and Exchange Commission, as a cross-border investment advisory company in Korea. TOBAM benefits from the International Dealer Exemption in Ontario, Quebec and Alberta as well as the International Investment Fund Manager Exemption in Ontario and Quebec. TOBAM is registered as an adviser in Ontario, Quebec and Alberta. TOBAM operates under the name “TOBAM SAS Inc.” in Alberta and “TOBAM Limited Joint Stock Company” in Quebec.
TOBAM is a benchmark administrator under the supervision of the AMF since 2019.
Established with a capital of: 3,329,100 Euros
Commercial register [RCS]: Paris N° 490 505 989
Registered office: 24-26, avenue des Champs-Elysées 75008 Paris
Publication Director: Yves Choueifaty
Website design and development : Agence SAND
Web Hosting : OVH (6 bis Rue Riquet, 75019 Paris)
The publisher undertakes to respect all laws relating to the establishment and operation of a website. TOBAM asks all users to carefully read the following terms and conditions. By accessing, browsing or using the website, the user acknowledges that he/she has read, understood and agreed to the terms and conditions. TOBAM draws the attention of users of its website to the following points:
- ACCESS TO THE SITE
The user of this website acknowledges that he/she has the necessary skills and means to access and use this website. Access to the TOBAM website is free of charge. The costs of access and connection to telecommunications are the responsibility of the customer and the operators. The website is likely to be used by the user’s technical environment, including computers, software, network equipment and any other devices. Users are reminded that fraudulently accessing or remaining connected to a computer system constitutes an offence punishable by criminal penalties.
- INTELLECTUAL PROPERTY
TOBAM owns or assumes responsibility for all rights in all materials on this site, including research articles, data, designs, graphics, photographs, podcasts and videos. The content of this site may not be reproduced, performed, distributed or republished by any means, in whole or in part, without the prior express permission of TOBAM. Such action would constitute an infringement of the rules governing the French Intellectual Property Code. TOBAM’s trademarks are listed in section
- CONTENT OF THE SITE
TOBAM makes every effort to ensure that the information provided on this website is accurate, up-to-date and complete and reserves the right to modify the content or presentation of this website at any time without prior notice. Furthermore, TOBAM accepts no liability for delays, errors or omissions in the content of these web pages, nor for interruptions in the service or availability of information which may be incomplete or incomplete due to the simplified nature of the texts. The data and information on the website are provided for information purposes only and are not contractually binding. TOBAM accepts no liability, either directly or indirectly, for the accuracy, correctness and availability of the information contained on the website. TOBAM shall not be liable for any decisions made on the basis of any of the information contained in the website. Anyone wishing to use any of these services should contact TOBAM.
Neither TOBAM nor any of its affiliates makes any warranty or representation, express or implied, that the information provided on this website is accurate, complete or current. The opinions expressed on the website reflect the opinion of TOBAM and are subject to change without notice. The data and information on the website are provided for information purposes only.
- TECHNICAL INFORMATION
Problems on the TOBAM website may be caused by the user’s technical environment, including computers, software, network equipment and other devices.
“This information is subject to the provisions of the French Data Protection Act (CNIL in France).
- COOKIES
The user is informed that during his visits to the site, a cookie may be installed in the memory of his computer or on his hard disk. A cookie is an element that is not used by the user but which is used to record information relating to the navigation of the user on the site. Users of the site acknowledge that they have been informed of this practice and authorize TOBAM to use it. Users can deactivate this cookie via the settings in their browser.
- APPLICABLE LAW
The content of the tobam.fr website is subject to the law applicable in France. Any user recognizes the competence of the French courts for the good of the contents and the use of the site or the litigations which result from it.
- WARNINGS ON THE PRODUCTS AND SERVICES PRESENTED ON THE SITE
The information on this site is not directed at United States persons or U.S. persons as defined by Regulation S of the SEC under the U.S. Securities Act of 1933.
The funds presented on this website may be purchased in the jurisdiction where they are authorized for sale and distribution. TOBAM advises all interested persons to check in advance whether they are legally authorized to subscribe to the funds presented on this site. It is the responsibility of the reader of this message to ensure that he or she is legally entitled to consult the website.
Any investment in UCIs should only be made after having consulted the fund’s prospectus/key investor information document (KID) and the annual and semi-annual reports if available. These documents can be obtained either from this website or directly from the management company of the fund concerned.
We draw your attention to the fact that past performance is not a reliable indicator of future performance. References to past rankings and awards are not a guide to future rankings or awards. For more details on investment risks, see the current ICD and prospectus in their entirety. All investors should seek the advice of their legal, tax or financial advisor before making any investment decision. The value and income generated by an investor may be affected downward.
No information contained on the Site constitutes an offer to buy, a solicitation to sell securities, investment advice as to the purchase or sale of any security, an offer or solicitation by TOBAM or its affiliate to provide investment advice or a financial, legal, tax or investment service or to buy or sell securities or other financial instruments.
- COPYRIGHTS
All text, graphics, interfaces, logos and artwork, including the design, structure, selection, coordination, expression, presentation and arrangement of this website are the property of TOBAM and are protected by copyright and unfair competition laws. The trademarks: “TOBAM”, “MaxDiv”, “Maximum Diversification”, “Diversification Ratio”, “Most Diversified Portfolio”, “Most Diversified Portfolios”, “MDP” and “Anti-Benchmark” are registered trademarks. Anti-Benchmark, MaxDiv and Maximum Diversification Strategies are methods and systems for managing a portfolio of financial products. The knowledge, processes and strategies include: The Anti-Benchmark, MaxDiv and Maximum Diversification Strategies, methods and systems for selecting and managing portfolios, Protected Procedures and Disclosures, misappropriation and misappropriation laws. Terms of Use: TOBAM and TOBAM products, marketing and promotional materials, trademarks and patents: any use of the intellectual property or knowledge of the Site without the consent of TOBAM is prohibited.
- CLAIMS POLICY
- INTERMEDIARY FEE REPORT
View Report on Intermediation Fees
- FEE DISCLOSURE
- BEST EXECUTION POLICY
View Best Ex Quant & Qualitative Analysis 2023
View Best Ex Quant & Qualitative Analysis 2022
- CONFLICT OF INTEREST POLICY
View Conflict of Interest Policy
- REMUNERATION POLICY
- DATA PROTECTION POLICY
TOBAM draws the attention of the users of the website that identification documentation will be required in accordance with the regulatory obligations under the EU Anti-Money Laundering and Counter Terrorist Financing Directive (AML/CFT) and that the KYC (“Know Your Customer”) process will be carried out before entering into a business relationship.
You can exercise your rights mentioned in the procedures by sending a letter with proof of identity to TOBAM at the following address: 26, avenue des Champs-Elysées 75008 Paris or by email at the following address: [email protected].
The protection of your personal data and the effectiveness of your rights are TOBAM’s priorities. Nevertheless, if you are not satisfied with the way we handle your personal data, we encourage you to contact TOBAM so that we can address your concerns. You also have the right to lodge a complaint with your local data protection authority (the “CNIL” in France).
16. ADDITIONAL SHARE CLASSES
