Privacy Notice Best Selection and Best Execution Policy Policy on detecting and managing conflict of Interest Policy on managing client complaints Report on brokerage fees Voting Policy Report on Voting The OFI Group's SRI Policy Investment policy: Oil and gas Investment policy: full exclusion of thermal coal by 2030 Transparency Code Engagement policy Engagement report LTEE report Process of identification and prioritization of our action class collective commitment Carbon footprint methodology Methodology of private issuers extra-financial analysis OFI Group policy on controversial weapons
Legislative, regulatory and ethical texts
The obligations of Investment Services Providers, based on which the OFI Group's policies and procedures have been adapted, mainly come from the following texts:
- The regulatory texts (and in particular the General Regulations of the Autorité des Marchés Financiers/French Financial Markets Authority - AMF) are available at: www.amf-france.org.
- The legislative texts (and more particularly the articles of the French Monetary and Financial Code) are available at: www.legifrance.gouv.fr.
- The European texts are available at: www.europa.eu.