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Name Und Anschrift Der Bank1) Client Information of Bank Gutmann Aktiengesellschaft pursuant to the Austrian Securities Supervision Act 2018 (Wertpapieraufsichtsgesetz 2018, WAG 2018) as of April 2019 The Austrian Securities Supervision Act 2018 (Wertpa- All legally relevant correspondence, especially the placement pieraufsichtsgesetz 2018, WAG 2018) obliges banks, among of orders with Bank Gutmann AG, must be in writing unless other things, to provide all clients with statutorily required agreed otherwise. information. Bank Gutmann AG complies with this obliga- tion by providing you with the present client information. Available services and financial instruments Generally, Bank Gutmann AG offers the following invest- 1. Information on Bank Gutmann AG and the services it ment services: offers investment advice: the personal recommendation - tai- Bank Gutmann Aktiengesellschaft - Schwarzenbergplatz 16 lored to the client’s needs - of a financial instrument or 1010 Vienna, Austria investment service with the recommendation being based Phone: +43-1-502 20-0 on the afore established client data on knowledge, experi- Fax: +43-1-502 20-249 ence and investment objectives, financial situation and E-mail: [email protected] risk profile (suitability test); Internet: www.gutmann.at - portfolio management: management of a portfolio in Court of registration: Vienna Commercial Court accordance with a mandate given by the client on a dis- Company Register Number: FN 78445k cretionary client-by-client basis where such portfolio in- Austrian National Bank ID number: 0279021 cludes one or more financial instruments; VAT ID no.: ATU15358002 - transactions without prior advice (or “Self-manage- DVR No. (Data Processing Registry): 0028533 ment”): the execution of orders on behalf of a client, pro- Salzburg Branch vided these orders involve to one or more financial in- Getreidegasse 31 struments 5020 Salzburg Investment advice is provided independently within the Phone: +43-662-846 887-488 meaning of Sections 50 and 53 WAG 2018. Fax: +43-662-846 887-7488 The subject matter on which advice is provided is the finan- Linz Branch cial instruments included in the Bank’s investment universe. Hauptplatz 21 This investment universe comprises various categories of 4020 Linz financial instruments (such as stocks included in various Phone: +43-732-700220-265 indices, investment grade and higher-grade high-yield Fax: +43-732-700220-7265 bonds, equity funds, bond funds in various currencies, mixed Czech Republic Branch funds). The Bank’s recommendation list is compiled from Václavské nám. 19 the financial instruments included in the investment uni- 110 00 Praha 1, Czech Republic verse. Selection criteria may be dividend yield, momentum, Phone: +420-245 004 470 price-earnings ratio (in the case of stocks) and/or issuance Fax: +420-245 004 477 volumes, rating, interest rate environment (in the case of E-Mail: [email protected] bonds) and/or performance and volatility relative to the peer group, and plausibility of the investment approach (in the Supervisory authority case of investment funds). Advice may be provided on in- vestment funds of Gutmann Kapitalanlageaktiengesellschaft, Bank Gutmann AG is licensed to provide banking services by a subsidiary of the Bank. The number of financial instru- the Financial Market Authority (FMA), Otto-Wagner-Platz 5, ments issued by related companies is proportionate relative 1090 Vienna (Internet: www.fma.gv.at). This licence also to the total number of financial instruments considered. authorises Bank Gutmann AG to render investment services and securities transactions. The bank is supervised by the By considering the financial instruments included in the FMA when rendering these services. Bank’s investment universe, advice is based on comprehen- sive research of different types of financial instruments. The Contract language and means of communication range of financial instruments is not confined to financial The relevant language for contractual relationship with cli- instruments issued or offered by institutions with close links ents is German or English, as agreed. to the Bank or maintaining other legal or economic relations, including contractual relations, with the Bank that are so In addition to personal consultations with your clients rela- close that advice would not be independent within the mean- tionship manager during regular banking hours or by ap- ing of Sections 50 and 53 WAG 2018. pointment, our clients can generally use any of the means of communication indicated above in the contact data list. Should the Bank receive payments from third parties, these will be passed on to the client immediately and in full upon receipt. KIW - Client Information WAG 2018 2019-04 Page 1 of 8 The Bank offers the service of investment advice in the form fied and modified in the individual portfolio management of active investment advice (with follow-up advice) and agreement and individual investor profile. passive investment advice (without follow-up advice). Proposed investment strategies and management objectives With passive investment advice, there is no limitation to an investment universe. The objective of Gutmann discretionary portfolio manage- ment is to generate the best possible result while taking into As a private bank, the core competence of Bank Gutmann account the client’s personal risk tolerance and the strategy AG is to provide clients with investment advice and portfolio agreed with the client. management services. In providing these services, Bank Gut- mann AG specifically takes into account the actual needs of Our process of “taking measure” ensures that customers’ its clients, especially their knowledge and experience, finan- investments match their requirements and their risk tolerance. cial situation and investment goals. The provision of com- This information is used to formulate guidelines for the de- plete and correct information about your knowledge and velopment of the portfolio structure. An understanding of the experience, financial situation and investment objectives is clients personal situation is critical to recommending the right essential to enable Bank Gutmann AG to recommend the investment. The most appropriate solution can only be found service or product suitable for you. As part of its investment by drawing up an individual risk-return profile. Individual services, Bank Gutmann AG offers all kinds of transactions restrictions to investment activities are taken into account in in securities and other financial instruments, particularly in the portfolio focus. connection with buying and selling securities and holding them in custody. Investor -specific Financial Markets Needs Factors Manufacturers and suppliers of financial instruments are required to determine a target market that is to be taken in • Risk tolerance and • Return of asset class account in distribution. The target market determines a target return objectives • Risk of asset class group of investors on the basis of various criteria for whom • Objectives, inclina- • Correlations tions and needs the respective product is suitable. When providing self- • Current financial cir- management service, there is no complete target market cumstances review. For general information on the securities and finan- • Time horizon cial instruments included in the services offered by Bank • Reference currency Gutmann AG, please refer to the “Risk Disclosures” brochure • Future obligations that you are given when concluding a contract with us or • Liquidity upon request from your client relationship manager. • Fiscal aspects Please note that in the case of publicly offered securities, the prospectus is provided by the issuer, generally on the issuer’s website. You may also request a hardcopy version from the issuer. Strategic Asset Allocation Involvement of tied agents Bank Gutmann AG is acting through the following tied agent pursuant to Section 36 WAG 2018: Tactical limits (“tactical asset allocation”) are agreed to control the strategically defined (long-term) asset allocation. In Hungary: Gutmann Magyarország Befektetési Tanácsadó The portfolio manager may depart from the long-term aver- Zártkörűen Működő Részvénytársaság (Gutmann Hungary age allocation policy within the scope of these tactical limits Investment Consulting Company Limited), Bólyai utca 13, to react to market developments or take advantage of oppor- H-1023 Budapest, as tied agent registered in the Republic of tunities. Hungary. All decisions regarding the tactical asset allocation are made Reports on the services provided in the Gutmann Investment Committee. Bank Gutmann AG informs its client promptly in accordance To ensure optimal returns on the investments of our custom- with the statutory reporting requirements (particularly sec- ers, we work in close cooperation with independent research tions 60 ff WAG 2018) of the execution of orders, taking into partners and the world’s best securities experts. This ap- account any arrangements concluded with the client. proach guarantees best risk adjusted performance. A tabulation of financial instruments held by the client will Our portfolio management decisions are supported by fore- be forwarded to the client at least once per quarter. If the casts from various independent research experts, including market value of a financial instrument is not available, its the US American researcher Horace “Woody” Brock, who value will be estimated. This may be an indication of a lack also serves as advisor to the White House. Further support is of liquidity. provided
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