HOMA Capital

Legal notices

The information contained in this site is not intended for use in any country or jurisdiction or by persons for whom such use would constitute a violation of the law.

The information contained in the pages of this website shall not be deemed to constitute an offer or invitation to make investments or to invest in the funds referred to herein, by any person in any jurisdiction in which such offer or invitation would be considered unlawful or in which the person making such offer or invitation is not qualified to do so or to any person to whom it is unlawful to make such offer or invitation.

Important Information for U.S. Nationals / Residents

The funds distributed by HOMA CAPITAL are not offered for sale in the United States of America, its territories or possessions, nor to any U.S. citizen, including U.S. citizens and U.S. corporations.

Past performance is not a guarantee of future returns. Fluctuations in markets, currency exchange rates and economic conditions may cause the capital value of investments and the income derived from them to rise or fall. Investors may not recover the amounts initially invested. The tax treatment depends on each investor’s personal situation and is subject to change. It is recommended that all investors seek specific advice from a professional advisor before making any investment decision.

All the information presented on the following pages has been obtained from sources considered reliable. However, neither HOMA CAPITAL nor the authors of this site accept any liability whatsoever for any direct or indirect loss arising from the use by any person of the information contained herein.

HOMA CAPITAL regularly adjusts all of its procedures in order to comply with the new regulations put in place by the regulatory authority.

As such, you will find below the following procedures in the context of HOMA CAPITAL’s compliance with the MiFID regulation, which came into force in November 2007 :

Procedure for managing conflicts of interest

Procedure for handling customer complaints

The Best Execution / Best Selection procedure is available upon request by email on the contact form.

Voting rights management procedure

HOMA CAPITAL participates in the decision-making process submitted to the vote at the general meeting of all French companies in which it holds, within the framework of its management activity, at least 5% of the securities issued on the market by the same issuer for the same category of securities. HOMA CAPITAL does not intend to vote in the context of shareholdings concerning foreign issuers.