Legal information
Disclosures
Disclosures.
Privacy Policy.
Data Protection Policy.
Annual Accounts and Management Report
CNMV PATRIVALOR SGICC Information
CNMV FONDO PATRIBOND Information
CNMV FONDO PATRIVAL Information
MIFID Documentation:
Account Agreements.Remuneration Policy.
incentive policy
Annex I incentive policy
Authorized Intermediaries.
Conflict of interest policy
Internal Information System/Complaints Channel
Complaints ChannelCustomer Advocacy Service
Patrivalor offers its clients a Customer Advocacy Service which seeks to protect and uphold the rights and interests of customers. It also aims to ensure that these relations remain governed at all times by the principles of good faith, equity, and mutual trust. This service is required by law to address and resolve any complaint or claim filed by customers within two months of submission. Complaints and claims should be initially addressed to the head of the Customer Advocacy Service at Patrivalor SGIIC SA in accordance with the provisions of Order ECO / 734/2004, of March 11, on customer service departments and services and the client's defender of financial entities.Patrivalor SGIIC
Paseo Castellana 12, 2º Dcha
28046 Madrid
T. 91 544 79 79
defensaclientes@patrivalor.com
In the event of a disagreement with the resolution adopted by the Customer Advocacy Service Department, you can contact the CNMV´s Investors Defense Office.
Investors Defense Office
c/ Edison, 4
28006 Madrid
www.cnmv.es
CNMV claim model
You can access information for Patrivalor´s Customer Advocacy Service here
Reglamento para la defensa del cliente (PDF)
When your request, complaint or claim is about your personal data, you can contact directly with our Data Protection Delegate, at the following email: arco@patrivalor.com .
if you disagree with the response you received from Patrivador, You can also file a claim with the Spanish Data Protection Agency. It has the necessary information on its website: www.agpd.es
Personal data protection information(PDF)