Regulatory Information

Regulatory Information

CONFLICT OF INTEREST MANAGEMENT POLICY

In accordance with regulations, Euryale has set up a system for identifying, preventing and managing conflicts of interest that may arise during the execution of its management company services whose existence could harm the client’s interests.

A conflict-of-interest situation may arise:

  • either between the Management Company, the people involved (especially employees) or any person in a direct or indirect control relationship with the Management Company, on the one hand, and its clients, on the other hand;

  • or between two clients.

Therefore, Euryale has taken into account the possibility that the persons mentioned above may be in one of the following situations:

  • The Management Company or such person is likely to receive a financial gain or avoid a financial loss at the expense of the client;

  • The Management Company or such person has an interest in the result of a service provided to the client or a transaction carried out on behalf of the client which is different from the client's interest in the result;

  • The Management Company or such person is encouraged, for financial or other reasons, to prioritize the interests of another client or group of clients over the interests of the client to whom the service is provided;

  • The Management Company or such person carries out the same professional activity as the client;

  • The management company or such person gets or will get a benefit related to the service provided to the client, from another person than the client, in any form whatsoever, other than the commission or fees normally charged for such service.

As a result, Euryale has drawn up a mapping of potential conflict-of-interest situations concerning its activities, which is updated if necessary.

Moreover, each Euryale employee must notify their supervisor and the Compliance Department should they detect or suspect any conflict of interest. 

Each situation involving a potential conflict of interest will be analyzed so that a decision can be made as to whether the said operation is to be canceled or completed; in case of completion, any element justifying it, or even the Compliance Department’s specific authorization, will be documented in a register.

In case the conflict-of-interest prevention and management scheme is not sufficient to reasonably guarantee that the risk of undermining the clients’ interests will be avoided, the Management Company will clearly inform the client so that they can make an informed decision.

CUSTOMER CLAIMS MANAGEMENT POLICY

Euryale pays particular attention to your satisfaction.

That’s the reason why we have set up a claims procedure, in compliance with regulations, that ensures a rigorous handling of your potential complaints.

A claim is defined as a statement explaining your dissatisfaction with us.

Entering the procedure is free, so you will not be charged in any way for the handling of your claim.

We would like to point out that a request for information, advice, clarification or service is not a claim. For such requests, please contact customer service directly at the following 

Email address : contact@euryale-am.fr or call: 01 48 78 22 08.

Claims reception channels

Customers can submit their claim to their usual contact or to the Compliance Department by:

Phone at 01 48 78 22 08

Email to : contact@euryale-am.fr

Regular mail : Euryale Asset Management – Direction de la Conformité– 14 Rue La Fayette – 75009 Paris, France

Claims processing time

Upon receipt of your claim, we commit to processing it within the following deadlines:

 – a maximum of ten working days for us to acknowledge receipt, unless a reply to the claim is provided within that time;

 – a maximum of two months, unless duly justified special circumstances arise, between the date of receipt and the date of reply.

We answer your need for information about the processing of your claim. We keep you informed when, in case of special circumstances, the deadlines we committed to cannot be respected.

Contact details of the Mediator

If you are not satisfied with the response, you may refer matters to the AMF Mediator free of charge:

  • by filling a form accessible on the AMF website:

  • by regular mail to the following address: 17 place de la Bourse 75082 Paris cedex 2 France

Applying to the AMF Mediator for disputes within his or her scope is a final choice.

DISCLOSURE REGULATION

«Communication complying with Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector known as the Disclosure Regulation or SFDR (Sustainable Finance Disclosure Regulation):

SFDR requires financial market participants to publish information on how they integrate sustainability risks to their decision-making concerning investments.

A “sustainability risk” is defined as the risk associated with an event or situation in the environmental, social or governance field that, if it occurs, could have a significant negative impact, either actual or potential, on the value of the investment.

Euryale Asset Management rigorously selects the assets of the SCPI Pierval Santé fund by considering financial but also extra-financial criteria. We believe that integrating sustainability considerations into asset management helps create more value and better manage risk. These are the reasons why Euryale Asset Management is developing an investment selection and management methodology that integrates Environmental, Social and Governance (ESG) criteria as well as sustainability risks. Thus, the investment process does not yet apply an ESG analysis methodology and the sustainability risks and negative impacts of our investments in terms of sustainability are not yet integrated. 

Euryale Asset Management has also started thinking about criteria that would make it possible to include these sustainability risks in its remuneration policy, as they are not yet taken into account. 

This communication will be updated according to the evolution of our approach to integrating ESG criteria into our investment, management and remuneration policy.”

Nos atouts

  • Les 25 ans d’expertise en solutions d’investissements et gestion d’actifs du Groupe Elience dont nous sommes la filiale et du Groupe Patrimoines de France dont nous sommes membre.
  • L’expérience de nos managers
  • Notre maîtrise de l’ensemble de la chaîne des métiers de l’immobilier : expertise, conception, distribution et administration de biens
  • Notre démarche à la forte dimension sociétale avec la création des premières SCPI et SCI à fonds de partage au bénéfice de l’Institut du Cerveau (ICM)
  • La reconnaissance de nos produits, à travers les nombreux prix décernés à Pierval Santé :
    • Lauréate du prix “Fonds le plus innovant” décerné par le SIATI 2020
    • Grand prix Or du jury de Top SCPI 2020
    • Meilleure SCPI Santé “La Centrale des SCPI” 2019
    • Grand Prix de la Philanthropie du Grand Forum du Patrimoine 2019
    • Prix de l’Altruisme dans la catégorie Produits Financiers AXYLIA [PROFIT FOR NON PROFIT] AWARDS 2019
    • Médaille de bronze du prix spécial du jury de Top SCPI 2018

Ces récompenses ne préjugent pas des performances futures.

  • Notre volonté d’innover avec la création du Comité scientifique de Pierval Santé

  • Le lancement d’Euryale Lab, première plateforme collaborative de la santé et du mieux-vivre

Notre engagement

Vous proposer plus… 

  • de simplicité, car 85 % des Français jugent les marchés complexes à analyser.
  • de transparence, car 59% des épargnants souhaitent bénéficier d’outils leur permettant de mieux comprendre la façon dont est gérée leur épargne.
  • de sens, car vous voulez comprendre et donner du sens à votre épargne.

*Sources : Etude 2018 « Les Français et l’épargne digitale » Wesave et Deloitte et Etude 2018 « Etude annuelle Epargnants français » NIM

 

Nos valeurs

Ce sont…

  • la proximité

    La proximité ne peut concerner que client ou distributeur.

  • l’audace

    Parce que pour trouver les réponses pour demain, l’innovation est plus que jamais
    nécessaire.

    Notre SCPI Pierval Santé et notre SC Trajectoire santé sont les premières en France à se
    constituer en fonds de partage au profit de la Fondation ICM (Institut du Cerveau).
    Pour la 1er fois dans nos activités une fondation reçoit
    des dons proportionnel à l’activité commerciale d’une entreprise.

  • le collectif

    Parce qu’aujourd’hui, les seules solutions individuelles ne sont plus pertinentes.

    Nous privilégions la démarche collective dans la conception et la gestion de nos
    produits, avec notamment la création du Comité scientifique, nous permettant d’avoir une connaissance et une
    réflexion sur tous les aspects de la sphère santé, et la création d’Euryale Lab, nous permettant de
    transmettre nos
    connaissances et de faire partager à nos associés toute la richesse de l’écosystème d’Euryale.

  • la confiance

    La satisfaction de nos 43 000 clients et 130 partenaires exploitants en est chaque jour
    la meilleure preuve.