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SAI ERSE ASSET MANAGEMENT SA Dual management company Trade Office Registration no. J40/17060/07.10.2008 VAT Code 24566377 Share capital 6,000,000 RON CNAM Decision no. 98/21.01.2009; No. PJR05SAIR400028

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What is retail investor disclosure statement?

Retail investor disclosure statement is a document that provides information about an investment opportunity to retail investors. It discloses key details about the investment, such as potential risks, fees, and performance history, to help retail investors make informed decisions.

Who is required to file retail investor disclosure statement?

The companies or entities offering investment opportunities to retail investors are required to file retail investor disclosure statements. This includes investment firms, mutual funds, and other entities involved in selling investment products to retail investors.

How to fill out retail investor disclosure statement?

To fill out a retail investor disclosure statement, the offering entity must provide all the required information, such as detailed information about the investment opportunity, including risks, fees, and performance history. It is important to accurately and fully disclose all necessary information to assist retail investors in making informed decisions.

What is the purpose of retail investor disclosure statement?

The purpose of a retail investor disclosure statement is to provide retail investors with all the necessary information about an investment opportunity. This ensures transparency and protects investors by enabling them to make informed decisions based on complete information.

What information must be reported on retail investor disclosure statement?

A retail investor disclosure statement must include key information about the investment opportunity, such as the investment objective, potential risks, fees and expenses, performance history, and any conflicts of interest. It should provide a comprehensive overview of the investment to assist retail investors in evaluating its suitability and potential risks.

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