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Information for Investors/clients



The content and information on the following website are aimed at Investors/clients in countries in which the respective fund is authorised for distribution.

The respective funds may not be offered for sale within the USA or to U.S. citizens or to U.S. persons domiciled in the USA, nor be sold to the aforementioned. The following published documents and their content may not be distributed in the USA or in other countries in which the respective fund is not authorised for distribution. Please refer to the respective sales prospectuses of the particular investment funds for further details of relevant limitations.

Where the following website and its contents are offered in English, the purpose is merely to provide non-binding translations for information.

I have read, understood and acknowledged the limitations on distribution, the legal information including the terms and conditions of use as well as the data protection notices.
I agree

Information for Distribution partners



Please note that the translation of the German website into English is exclusively for sales partners in Germany.
The following website and its English contents are offered to provide a non-binding translation for information purposes.



This information is intended for distribution partners only and may not be disclosed to retail investors, potential retail Investors and professional clients.

The information that has been placed on the following website does not in principle take account of statutory requirements for the presentation of information for investors and is therefore not suitable or intended for investors. The following content is consequently intended for distribution partners only and may not be disclosed to retail investors, potential retail Investors and professional clients. In particular, this applies to diagrams, texts, videos and other depictions on the website.

The following applies for PDF documents:

There are two groups of PDF documents on the following website. Unless expressly indicated, access to all uploaded PDF documents can be granted to investors in the course of distribution. If PDF documents are not suited to being passed on to retail Investors or professional clients, this should be indicated accordingly on the document, for example, with a text containing the following content: “This document is intended for distribution partners only and may not be disclosed to retail investors, potential retail Investors and professional clients."

The respective funds may not be offered for sale within the USA or to U.S. citizens or to U.S. persons domiciled in the USA, nor be sold to the aforementioned. The following published documents and their content may not be distributed in the USA or in other countries in which the respective fund is not authorised for distribution. Please refer to the respective sales prospectuses of the particular investment funds for further details of relevant limitations.

Where the following website and its contents are offered in English, the purpose is merely to provide non-binding translations for information.

I have read, understood and acknowledged the limitations on distribution, the legal information including the terms and conditions of use as well as the data protection notices.
I agree

Legal Information

General information on the Sauren Financial Group® 

Sauren Financial Group is a registered trademark of the group of companies consisting of Sauren Finanzdienstleistungen GmbH & Co. KG, Sauren Fonds-Service AG and Sauren Fonds-Research AG.)

General remarks 

Information, offers and solicitations such as those included on our website may not be provided in certain states (such as the USA) without first obtaining special approval or registration, or may be prohibited in certain countries due to national legislation. Our internet presence is not directed at individuals, firms, companies etc. which have their residence or head office in such states or act for or on behalf of such individuals, firms, companies etc. For such users of our website, none of the information and statements in our internet presence constitute offers or solicitations.

Information in our internet presence on past performance, simulations or forecasts is not a reliable indicator of future performance. Owing to their composition and the possible use of derivatives, the funds are exposed to increased fluctuations in value, i.e. the unit prices may be subject to considerable highs and lows over a short period of time. Information on tax issues is general. Tax treatment is dependent on the personal circumstances of the individual investor and may be subject to change in future.

Please note the following warning with regard to the funds of hedge funds advertised on our website. The Federal Minister of Finance warns: this investment fund invests in hedge funds which are not subject to any statutory restrictions on leverage or risk.

Investment in the funds offered on our website should only be made after consultation with your investment advisor and after thoroughly reading the Key Investor Information Documentation, the sales prospectuses and possibly the annual and half-yearly reports. You can request the Key Investor Information Document, the sales prospectus and annual and half-yearly reports free of charge through your investment advisor or directly from Sauren Fonds-Service AG, Im MediaPark 8, 50670 Köln (see also www.sauren.de).

Terms and conditions of use 

Use of our website requires the user to confirm their agreement with the following notes and regulations. This legal information only governs the use of the website and does not replace e.g. General Terms and Conditions or other contractual agreements. Unless otherwise stated, the laws of the Federal Republic of Germany apply. Venue is Cologne (Germany).

I. Users: Our internet presence is not directed at users for which the information, offers and services on the website are not permissible (i.e. are excluded by corresponding laws of the user’s country of origin) or require special approval or registration which is not explicitly mentioned as given in our internet presence. For such users any information on our website constitutes neither an offer nor a solicitation. This specifically applies to minors and e.g. citizens of the United States of America (for more information, see above).

II. Links: Our website contains links to other websites. As we have no influence on the content and design of these websites and content and design of websites can change very rapidly (as a result of the technical features of the internet) we explicitly deny any connection with these websites. Any use of websites which are linked to by our internet presence is at the user’s sole risk. If you see that we have linked to websites with illegal or dubious content (e.g. racism, pornography, fraud, deception etc), please notify us, as such links are naturally not what we intended. We will then remove the corresponding link(s) as quickly as possible.

III. Information: The contents of our website were created with the greatest possible care and to the best of our conscience. Despite careful procurement and provision, we make our information available only with no guarantee for the accuracy, completeness and timeliness of the information held and displayed. This also applies to content provided by third parties.

In particular, neither we nor any third party index or any other data provider gives any express or implicit warranties, representations, guarantee or assurance regarding the display of Performances and the data contained herein. This information does not constitute an offer or invitation to buy investment fund units. The binding basis for the purchase of a investment fund units is the Key Investor Information Document (KIID), the valid sales prospectus with the terms of contract or the management regulations / articles of association, the most recently published and audited annual report and the latest unaudited semi-annual report, which is available free of charge from Sauren Fonds-Service AG in German language.

Third parties, in particular other data providers, are not responsible for content on www.sauren.de. Sauren is considered as service provider within the meaning of § 7 Abs. 1 TMG. According to § 7 Abs. 1 TMG, Sauren is therefore solely responsible for its own information, which they hold ready for use, in accordance with the general principles. We draw attention to the fact that the usage of third party´s data does not mean that this form of usage is approved or reviewed by this third party. Additionally, by including the data on this website, the third party has not provided any permission or authorization for any further redistribution or any use as a basis for other indexes or any securities or financial products. None of the third party data is intended to constitute investment advice or a recommendation to make (or refrain from) any type of investment decision, nor should it be construed as such.

IV. Trademarks etc: The fact that a term or symbol is not shown as a brand or trademark on our website does not imply that it is not a brand or trademark. The same applies to patents and other forms of protection.

V. Copyright: All content and design elements in our internet presence are the intellectual property of the owner or operator of the website. All rights are reserved. Use of content of our website is subject to written approval and is otherwise explicitly prohibited. The only exceptions to this provision are content and/or design elements otherwise marked and content and/or design elements whose rights are already held by third parties.

VI. Services: Users of our website have no claim to use services made available through our internet presence. The same applies to the availability of such services. Any obligation on us to provide specific services or services in general or particular requires a written contract.

Complaint management

Our clients’ satisfaction is the most important thing to us. If you have a reason for criticism or complaint, we should be glad to hear from you, and we have established a complaint centre for your use where you can state your concern at any time. We will forward this to the responsible office within the Sauren Financial Group.

You will find contact and other information on the following page:

Complaint management

European online dispute resolution platform

The European Commission has established an online dispute resolution platform at http://ec.europa.eu/consumers/odr/ a consumer can use the platform for extrajudicial resolution of a complaint about online contracts with a company based in the EU.

Memberships

Sauren Finanzdienstleistungen GmbH & Co. KG is a member of the BVI Bundesverband Investment und Asset Management e.V..

Sauren Finanzdienstleistungen GmbH & Co. KG is a member of VuV - Verband unabhängiger Vermögensverwalter Deutschland e.V..

Further information about Sauren Finanzdienstleistungen GmbH & Co. KG

Further information about Sauren Fonds-Service AG