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Client Information of Bank Gutmann Aktiengesellschaft Pursuant to The Client Information of Bank Gutmann Aktiengesellschaft pursuant to the Austrian Securities Supervision Act 2018 (Wertpapieraufsichtsgesetz 2018, WAG 2018) as of May2021 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 in- agreed otherwise. formation. Bank Gutmann AG complies with this obligation by providing you with the present client information. Available services and financial instruments Generally, Bank Gutmann AG offers the following investment 1. Information on Bank Gutmann AG and the services it offers services: - investment advice: the personal recommendation - tailored Bank Gutmann Aktiengesellschaft Schwarzenbergplatz 16 to the client’s needs - of a financial instrument or invest- 1010 Vienna, Austria ment service with the recommendation being based on the Phone: +43-1-502 20-0 afore established client data on knowledge, experience and Fax: +43-1-502 20-249 investment objectives, financial situation and risk profile E-mail: [email protected] (suitability test); Internet: www.gutmann.at - portfolio management: management of a portfolio in ac- Court of registration: Vienna Commercial Court cordance with a mandate given by the client on a discre- Company Register Number: FN 78445k tionary client-by-client basis where such portfolio includes Austrian National Bank ID number: 0279021 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 instru- Getreidegasse 31 ments 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 fi- 4020 Linz nancial instruments (such as stocks included in various indi- Phone: +43-732-700220-265 ces, investment grade and higher-grade high-yield bonds, eq- Fax: +43-732-700220-7265 uity funds, bond funds in various currencies, mixed funds). Czech Republic Branch The Bank’s recommendation list is compiled from the finan- Václavské nám. 19 cial instruments included in the investment universe. Selec- 110 00 Praha 1, Czech Republic tion criteria may be dividend yield, momentum, price-earn- Phone: +420-245 004 470 ings ratio (in the case of stocks) and/or issuance volumes, rat- Fax: +420-245 004 477 ing, interest rate environment (in the case of bonds) and/or E-Mail: [email protected] performance and volatility relative to the peer group, and plausibility of the investment approach (in the case of invest- Supervisory authority ment funds). Advice may be provided on investment funds of Gutmann Kapitalanlageaktiengesellschaft, a subsidiary of the Bank Gutmann AG is licensed to provide banking services by Bank. The number of financial instruments issued by related the Financial Market Authority (FMA), Otto-Wagner-Platz 5, companies is proportionate relative to the total number of fi- 1090 Vienna (Internet: www.fma.gv.at). This licence also au- nancial instruments considered. thorises Bank Gutmann AG to render investment services and securities transactions. The bank is supervised by the FMA By considering the financial instruments included in the when rendering these services. Bank’s investment universe, advice is based on comprehensive research of different types of financial instruments. The range Contract language and means of communication of financial instruments is not confined to financial instru- The relevant language for contractual relationship with clients ments issued or offered by institutions with close links to the is German or English, as agreed. Bank or maintaining other legal or economic relations, includ- ing contractual relations, with the Bank that are so close that In addition to personal consultations with your clients relation- advice would not be independent within the meaning of Sec- ship manager during regular banking hours or by appointment, tions 50 and 53 WAG 2018. our clients can generally use any of the means of communica- tion 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 2021-05 Page 1 of 8 The Bank offers the service of investment advice in the form Proposed investment strategies and management objectives of active investment advice (with follow-up advice) and pas- sive investment advice (without follow-up advice). The objective of Gutmann discretionary portfolio management is to generate the best possible result while taking into account With passive investment advice, there is no limitation to an the client’s personal risk tolerance and the strategy agreed with investment universe. the client. As a private bank, the core competence of Bank Gutmann AG Our process of “taking measure” ensures that customers’ in- is to provide clients with investment advice and portfolio man- vestments match their requirements and their risk tolerance. agement services. In providing these services, Bank Gutmann This information is used to formulate guidelines for the devel- AG specifically takes into account the actual needs of its cli- opment of the portfolio structure. An understanding of the cli- ents, especially their knowledge and experience, financial sit- ents personal situation is critical to recommending the right in- uation and investment goals. The provision of complete and vestment. The most appropriate solution can only be found by correct information about your knowledge and experience, fi- drawing up an individual risk-return profile. Individual re- nancial situation and investment objectives is essential to ena- strictions to investment activities are taken into account in the ble Bank Gutmann AG to recommend the service or product portfolio focus. suitable for you. As part of its investment services, Bank Gut- mann AG offers all kinds of transactions in securities and other Investor-specific Financial Markets financial instruments, particularly in connection with buying Needs Factors and selling securities and holding them in custody. Risk tolerance and re- Manufacturers and suppliers of financial instruments are re- Return of asset class turn objectives Risk of asset class quired to determine a target market that is to be taken in ac- Objectives, inclina- Correlations count in distribution. The target market determines a target tions and needs group of investors on the basis of various criteria for whom the Current financial cir- respective product is suitable. When providing self-manage- cumstances ment service, there is no complete target market review. For Time horizon Reference currency general information on the securities and financial instruments Future obligations included in the services offered by Bank Gutmann AG, please Liquidity refer to the “Risk Disclosures” brochure that you are given Fiscal aspects when concluding a contract with us or upon request from your client relationship manager. 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 Strategic Asset Allocation issuer. Involvement of tied agents Tactical limits (“tactical asset allocation”) are agreed to con- Bank Gutmann AG is acting through the following tied agent trol the strategically defined (long-term) asset allocation. The pursuant to Section 36 WAG 2018: portfolio manager may depart from the long-term average al- location policy within the scope of these tactical limits to react In Hungary: Gutmann Magyarország Befektetési Tanácsadó to market developments or take advantage of opportunities. Zártkörűen Működő Részvénytársaság (Gutmann Hungary In- vestment Consulting Company Limited), Bólyai utca 13, H- All decisions regarding the tactical asset allocation are made 1023 Budapest, as tied agent registered in the Republic of Hun- in the Chief Investment Office. gary. To ensure optimal returns on the investments of our customers, Reports on the services provided we work in close cooperation with independent research part- ners and the world’s best securities experts. This approach Bank Gutmann AG informs its client promptly in accordance guarantees best risk adjusted performance. with the statutory reporting requirements (particularly sections 60 ff WAG 2018) of the execution of orders, taking into ac- Our portfolio management decisions are supported by fore- count any arrangements concluded with the client. casts from various independent research experts, including the US American researcher Horace “Woody” Brock, who also A tabulation of financial instruments held by the client will be serves as advisor to the White House. Further support is pro- forwarded to the client at least once per quarter. If the market vided by GaveKal Research and an independent research and value of a financial instrument is not available, its value will analysis firm that supplies us with macroeconomic analyses be estimated. This may be an indication
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