Policies & tax

 

Lyxor's voting policy

In accordance with article 314-100 of the AMF General Regulation, Lyxor has specified the rules governing the exercise of voting rights. The purpose of this document is to recall the General Regulation of the Autorité des Marchés Financiers (AMF – Financial Markets Authority) with regard to the exercise of voting rights and to present the policy for the exercise of voting rights applied by Lyxor Asset Management and Lyxor International Asset Management.

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Lyxor's best execution policy

The obligation for best execution constitutes a fundamental part of the MiFID. Lyxor complies with this obligation by the implementation of the present policy, which aims to obtain the best possible results for its clients in the execution of their orders in view of the different criteria mentioned hereafter. The present document is thus destined to inform clients of the measures which have been taken concerning the best execution of orders.

Download the best selection and best execution policy for Lyxor Asset Management SAS
Download the best selection and best execution policy for Lyxor International Asset Management SAS

Lyxor's conflicts of interest policy


The purpose of this document is to present the management procedure for conflicts of interest, which is implemented within Lyxor to prevent clients interests from being harmed through a conflict of interest.

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Lyxor’s Remuneration Policy

Lyxor Asset Management, a fund management company and a 100% subsidiary of Societe Generale, observes the remuneration policy of the Société Générale group, which seeks to make remuneration an effective means for attracting and retaining employees who contribute to the company’s long-term performance while ensuring appropriate risk management and compliance on the part of all employees.

Download the remuneration policy for Lyxor Asset Management SAS

Download the remuneration policy for Lyxor International Asset Management SAS

German Tax of Lyxor’s funds

The circular of 9 July 2013 issued by the German Ministry of Finance clarifies, besides other matters, certain aspects in relation to the treatment of dividend income for German corporate investors which impacts the daily tax figure of the equity gain (Aktiengewinn).

Dividend income received after 28 February 2013 is for German corporate investors no longer tax-exempt, which requires the calculation of a new equity gain (Equity Gain II / Aktiengewinn II) from 01 March 2013.

Please find attached, for your information, the retroactive publication of these tax data from 01 March 2013 until 30 June 2013.

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