Contact us

CONTACT US

CONVERTINVEST 
Financial Services GmbH
 
Liebermannstraße F03/401
2345 Brunn am Gebirge, AUSTRIA
 
Tel.: + 43 2252 25 99 79 - 0 
Fax: + 43 2252 25 99 79 - 29
E- Mail: willkommen@convertinvest.com
Download: e-Businesscard


For complaints please use the e-mail address 
beschwerde@convertinvest.com

 

Independent arbitrator for investors’ complaints:

Ombudsman for the Association of Financial Service Providers, Austrian Economic Chambers. (E-Mail: fdl.ombudsstelle@wko.at)


PLEASE NOTE THE LEGAL INFORMATION CONTAINED IN LEGAL NOTICE.




INFORMATION ABOUT PURCHASING SHARES

CONVERTINVEST European Convertible & Bond Fund
CONVERTINVEST Global Convertible Properties
CONVERTINVEST International Convertibles
CONVERTINVEST Fair & Sustainable Fund

KAG: 3Banken-Generali Investment-GmbH
Depotbank: BKS Bank AG
Orderrouting Frau Wilma Schaar
Tel.: +43 463 5858 - 571
Fax: +43 463 5858 - 841
E-Mail: wilma.schaar@bks.at

 

CONVERTINVEST All-Cap Convertibles Fund

KAG: Raiffeisen Kapitalanlage GmbH
Depotbank: Raiffeisen Bank International AG
Orderrouting:
Tel.: +43 1 71707 - 3349
Fax: +43 1 71707 - 3739
E-Mail: orderrouting.ezbnotes@rbinternational.com

COMPLAINT HANDLING

 

CONVERTINVEST Financial Services GmbH has put in place the following complaints handling procedure:

  1. The company has a Complaints Officer responsible for processing and documenting complaints.
  2. Customers can use the following methods, which the company will accept as permitted communication methods, to notify the company of a complaint (contact with complaint management department):
    1. By post to the company’s registered office and any stated branches;
    2. By e-mail to beschwerde@convertinvest.com
    3. By telephoning +43 1 879 56 56 - 0
    4. By speaking to a company employee in person at the company’s business premises.
  3. Provided that the employee is not the Complaints Officer, the employee who receives or makes a note of the complaint must immediately pass the complaint to the Complaints Officer in the written form received or, if the complaint was communicated by telephone or in person, in the form of a brief memorandum. If the Complaints Officer receives the complaint, he or she must make the necessary note thereof. If the complainant has provided the appropriate information and this is adequate in the case in question, as a minimum this note must contain the complainant’s name and address, date complaint received, date note written, name of note’s author, and adequate summary of the complaint.
  4. The customer must be contacted promptly after the Complaints Officer has received the complaint, if possible within one week of the company receiving the complaint, to respond appropriately and quickly to the individual complaint. For the duration of the complaint procedure the customer must also be informed regularly, at least every two weeks, of the procedure’s current status.
  5. When the Complaints Officer has received the complaint, he/she must inform management that the complaint has been received.
  6. When the complaints procedure has been completed, the Complaints Officer must inform management of the complaint procedure’s outcome and the action taken to resolve the complaint.
  7. If the complaints procedure is not concluded within 30 days of the Complaints Officer becoming aware of the complaint, by this time at the latest the Complaints Officer must provide management within interim information about the complaints procedure’s status, now including the Compliance Officer.   If the complaints procedure lasts for an extended period, until the complaint has been resolved the Complaints Officer must provide management and the Compliance Officer with further interim information in writing, in each case within 30 days of provision of the previous interim information in writing.
  8. The Complaints Officer must coordinate action to resolve complaints that requires the cooperation of employees other than the Complaints Officer.
  9. The Complaints Officer must compile a physical and/or electronic file for every complaint containing all the documentation relating to the complaints procedure (internal company correspondence and correspondence with the complainant, notes, minutes of meetings and reflections, etc.). He or she must also keep a complaints register, showing the key information for every complaint (date of receipt, complainant’s name, summary of the complaint and outcome in a few words).
  10. If it is impossible to achieve a satisfactory resolution for the complainant by the above means, the complainant also has the option of contacting the financial services Ombudsman (fld.ombudsstelle@wko.at) set up by the Austrian Economic Chamber’s  Association of Financial Service Providers. The complainant can also take the complaint to to an alternative dispute resolution organisation (information concerning these can be obtained from the Austrian Economic Chamber, WKO). In accordance with law, the customer also has the option of bringing a civil suit depending on the content of the complaint in question.

 

OUR STRATEGIES

  • INTERNATIONAL
    CONVERTIBLES

    The CONVERTINVEST International Convertibles fund strategy is geared to the maximum long-term capital returns. The fund invests in global convertible bonds to achieve this aim. A high investment grade quota (85%) takes account of the security aspect. The main focus is on long-term fundamental investment decisions and the fund’s attractive risk/income profile.

     

    more
    Factsheet
  • EUROPEAN CONVERTIBLE & BOND

    Since its emergence CONVERTINVEST’s strategy, which has been in place since 2002, has revolutionised the possibilities offered by convertible bonds. It combines the conservative features of investment grade convertible bonds with the diverse opportunities offered by fundamental security selection, whereby capital preservation through delta management and volatility reduction form an important part of the management process.

     

     

    more
    Factsheet
  • ALL-CAP
    CONVERTIBLES

    The aim of the All-Cap Convertibles strategy is to outperform long term the European convertible bonds asset class. In addition the fund also aims to closely track share performance with significantly lower volatility. The fund has exceeded its benchmark since 2008 and is the multi-award-winning leader in its peer group.

    more
    Factsheet
  • GLOBAL CONVERTIBLE
    PROPERTIES

    The CONVERTINVEST Global Convertible Properties strategy makes it possible for investors to participate in the real-estate market’s long-term performance, with the convertible bond’s defensive characteristics. Numerous investors have already been persuaded to select this alternative for their portfolios by the fund’s superb performance since its inception in 2014.

    more
    Factsheet
  • FAIR & SUSTAINABLE

    This strategy is geared to investors that require sustainability. Investment in convertible bonds is interesting particularly from the point of view of sustainability, as the advantages of asymmetry primarily come to the fore in the medium term and so, like sustainability, it is targeted at longer time horizons. With a partner that is strong in sustainability research, this approach offers the best of both worlds.

    more
    Factsheet
  • SPECIAL
    FUND

    We manage special mandates with global convertible bonds in order to meet the individual requirements of institutional investors. This makes it possible to take specific account of the requirements of Solvency II or the respective investor’s relevant legislation. Due to our extensive experience in the field of ESG it is also possible to incorporate ethical investment criteria into portfolio selection.

    more
  • INTERNATIONAL
    CONVERTIBLES

    The CONVERTINVEST International Convertibles fund strategy is geared to the maximum long-term capital returns. The fund invests in global convertible bonds to achieve this aim. A high investment grade quota (85%) takes account of the security aspect. The main focus is on long-term fundamental investment decisions and the fund’s attractive risk/income profile.

     

    more
    Factsheet
  • EUROPEAN CONVERTIBLE & BOND

    Since its emergence CONVERTINVEST’s strategy, which has been in place since 2002, has revolutionised the possibilities offered by convertible bonds. It combines the conservative features of investment grade convertible bonds with the diverse opportunities offered by fundamental security selection, whereby capital preservation through delta management and volatility reduction form an important part of the management process.

     

     

    more
    Factsheet
  • ALL-CAP
    CONVERTIBLES

    The aim of the All-Cap Convertibles strategy is to outperform long term the European convertible bonds asset class. In addition the fund also aims to closely track share performance with significantly lower volatility. The fund has exceeded its benchmark since 2008 and is the multi-award-winning leader in its peer group.

    more
    Factsheet
  • GLOBAL CONVERTIBLE
    PROPERTIES

    The CONVERTINVEST Global Convertible Properties strategy makes it possible for investors to participate in the real-estate market’s long-term performance, with the convertible bond’s defensive characteristics. Numerous investors have already been persuaded to select this alternative for their portfolios by the fund’s superb performance since its inception in 2014.

    more
    Factsheet
  • FAIR & SUSTAINABLE

    This strategy is geared to investors that require sustainability. Investment in convertible bonds is interesting particularly from the point of view of sustainability, as the advantages of asymmetry primarily come to the fore in the medium term and so, like sustainability, it is targeted at longer time horizons. With a partner that is strong in sustainability research, this approach offers the best of both worlds.

    more
    Factsheet
  • SPECIAL
    FUND

    We manage special mandates with global convertible bonds in order to meet the individual requirements of institutional investors. This makes it possible to take specific account of the requirements of Solvency II or the respective investor’s relevant legislation. Due to our extensive experience in the field of ESG it is also possible to incorporate ethical investment criteria into portfolio selection.

    more

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