Corporate & Governance
Governance, policies and regulatory disclosures.
Access FundSight S.A.’s principal governance policies, sustainability-related disclosures, execution reports and information concerning investor and data-protection requests.
Core policies
Governance principles in practice
FundSight’s principal policies support consistent decision-making, investor protection and the proper oversight of regulated fund activities.
Best Execution & Order Handling
FundSight S.A. adheres to the rules laid down in the UCITS and AIFM Directives. The Management Company and its delegates have adopted a best execution policy designed to support the fair and prompt execution of portfolio transactions and investor instructions.
Voting Rights
FundSight S.A. has adopted a policy defining the key principles governing the exercise of voting rights attached to financial instruments held by the funds under management. The Engagement Policy is available here.
ESG & Sustainability
Sustainability-related disclosures
The transition towards a lower-carbon and more sustainable economy has increased the importance of integrating ESG factors into investment-management and advisory processes.
FundSight makes its principal sustainability-related policies and disclosures available below.
Governance policy
Conflict of Interest
Additional information
Operational disclosures and requests
Access execution reports and practical information concerning complaints, data-protection requests and related disclosures.
INFO Complaint Policy Policy details
Complaint Policy
FundSight S.A. is subject to the supervision of the Commission de Surveillance du Secteur Financier (“CSSF”). The Management Company has adopted a Complaint Handling Policy for managing investor complaints effectively.
Investors may file complaints free of charge in the official language, or one of the official languages, of their Member State.
Complaints should be sent to the Complaint Handling Officer at:
FundSight S.A.
2 Rue Henri M. Schnadt
L-2530 Luxembourg
Grand Duchy of Luxembourg
Email: complaintshandling@fundsight.com
Upon receipt of an investor complaint:
- An acknowledgement will be sent within ten business days where the complaint cannot be closed within that period.
- The investor will be informed of the name of the person handling the complaint.
- A response will be provided without undue delay and normally within one month of receipt. Where this is not possible, the investor will be informed of the reason for the delay and the expected resolution timeframe.
Where the complainant has not received a response, or a satisfactory response, within one month, the matter may be referred to the CSSF’s out-of-court dispute-settlement procedure.
- CSSF complaint information: customer complaints
- Email: direction@cssf.lu
- Postal address: CSSF, 283 route d’Arlon, L-2991 Luxembourg.
- Fax: +352 26 25 12601.
- Email: reclamation@cssf.lu
GDPR GDPR Request Request details
GDPR Request
To submit a GDPR request, email thirdparty.funds@fundsight.com and use “GDPR Request” as the subject line.
Please indicate whether the request concerns deletion, retrieval or rectification, and provide the following information so the request can be handled accurately:
- First name
- Last name
- Street and number
- Postcode and city
- Country
- Email address
- Fund name
- Telephone number
Corporate information and regulatory documentation
Need a policy or disclosure in another format?
FundSight’s policies may be requested free of charge. Contact our team for further information concerning governance, regulatory disclosures or investor requests.