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Fair treatment of public fund investors

HANSAINVEST’s public funds are in high demand among both private investors and institutional investors. To ensure that all investor groups receive identical information about the assets in the portfolio and their performance (principle of equal treatment), private investors can access the portfolio information provided by HANSAINVEST to banks and insurance firms.

To prevent this data being abused, we must ensure that the information can be accessed only by persons who are investors in the funds or who were investors in the reporting period in question. A confidentiality agreement must also be submitted to prevent improper use of the data provided. This is automatically generated with the application form.

Please then select your public funds and desired reporting. Please send us your report request together with a securities account statement showing that you were an investor in the fund in the requested reporting period. If you have not yet submitted a confidentiality agreement, please attach your signed confidentiality agreement.

Note: We do not save your personal data.

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