Legal information

The fund company has entered into an outsourcing agreement with FCG Fonder AB regarding risk management. The person responsible for risk is Mikael Olausson.

Advisense AB has been appointed to carry out the compliance function. The responsible person is Anna Henjeby. The compliance function reports directly to the board of directors of the fund company.

The risk officer's task is to follow up on the risks that arise in the business, including operational risks, financial risks and external risks. The function reports directly to the board.

The compliance officer's task is to ensure that the company complies with applicable regulations and to provide the necessary information and support so that the management is conducted in accordance with relevant rules and guidelines. The compliance officer reports directly to the board and the CEO.

Leif Lüsch, authorised public accountant and licensed auditor for financial institutions, is the internal auditor of the fund company.

The internal auditor's task, based on a plan established by the board, is to assess whether the company's internal control mechanisms, systems and procedures are appropriate and effective. The internal auditor shall also provide recommendations on measures to improve these controls, ensure that recommendations are followed up, and report directly to the board.

Hampus Engzell, authorised public accountant at PwC, is the external auditor of the fund company.

The external auditor reviews the company's financial reporting and internal processes annually and reports directly to the board and the CEO.

The person responsible for complaints is the CEO, Gunnar Wiljander.

Complaints must always be submitted in writing, by letter or email. Contact details can be found below.

Complaints are answered in writing if the customer so requests. If the complaint cannot be answered within 14 days, the complainant must within that time be informed of the status and handling of the case.

Private individuals can also obtain guidance from the Swedish Consumers Banking and Finance Bureau and from municipal consumer advisory services.

If the complaints officer considers that the complaint cannot be accepted, the complainant must receive written information about the possibility of taking the matter to the National Board for Consumer Disputes (ARN), if the complainant is a private individual, or to a general court. The customer must also be informed of the reasons why the complaint could not be satisfied.

It is free of charge to submit a complaint.

Atle Fund Management is the data controller for the personal data we receive in connection with a customer relationship or when establishing one.

Read our Information on handling of personal data on the documents page.

For questions regarding our privacy policy or your personal data, please contact us at info@atle.se.