Investment policy and ESG criteria
CONSOLIDATION ET DEVELOPPEMENT GESTION publishes information on its website about the ways in which it takes account in its investment policy of criteria relating to environmental, social and governance (ESG) issues.
Policy for managing conflicts of interest
The policy for managing conflicts of interest describes the mechanism in place to ensure that potential conflicts of interest are detected and prevented from materialising if possible, and, if they cannot be averted, that the clients concerned are informed. A conflict of interest is understood to mean any situation in which the interests of CONSOLIDATION ET DEVELOPPEMENT GESTION and/or its employees and/or its clients are directly or indirectly opposed to one another.
In accordance with the laws and regulations in force, CONSOLIDATION ET DEVELOPPEMENT GESTION has put in place a policy and a risk mapping system aimed at identifying situations of conflict of interest that might arise in the context of its activities and at ensuring that they are managed so as to ensure the primacy of its clients’ interests.
This information is provided in accordance with Article 313.8 of the General Regulations of the AMF (French Financial Markets Authority) and AMF instruction No. 2012-07. It is designed to inform clients of CONSOLIDATION ET DEVELOPPEMENT GESTION about the procedure for dealing with complaints. It concerns only clients’ expressions of dissatisfaction with CONSOLIDATION ET DEVELOPPEMENT GESTION, not requests for information, opinions, clarification, service or performance.
Any complaints should be sent to:
Time frames for dealing with complaints:
An acknowledgement of receipt will be sent to you within ten business days by any means, and a response will be provided not later than two months from the date of receipt of your complaint except in the case of particular circumstances arising and duly documented.
If you are not satisfied with the response given to your complaint, you can contact the AMF mediator at the following address:
Autorité des Marchés Financiers
Médiateur de l'AMF
17 Place de la Bourse
75082 Paris Cedex 02
The form for requesting AMF mediation and the mediation charter are available on the website: http://www.amf-france.org/Le-mediateur-de-l-AMF/Presentation.html