Regulatory

Motion Equity Partners S.A.S. is an investment fund manager authorised by the Autorité des Marchés Financiers (AMF) as a portfolio management company under the provisions of Directive 2011/61/EU regarding Alternative Investment Fund Managers (AIFM). Its authorisation number is GP 97-102, granted on 30 September 1997.

For any inquiries or claims, please contact us at:  

Address: 89-91, Rue du Faubourg Saint-Honoré, 75008 Paris
Email: info@motionequitypartners.com.

Motion Equity Partners SAS will acknowledge receipt of the claim within a maximum of 10 business days. A response will be provided to the client within a maximum of 2 months of receipt of the claim, unless special circumstances are warranted. Clients may make a claim in the official language or one of the official languages of the Member State in which the managed fund is marketed or in which the investment service is provided. These clients will then receive the answer in the same language.

For more information, please contact the Management Company.

Possible avenues of recourse
If the answer is deemed unsatisfactory, you can contact the AMF mediator:

By mail to:

Médiateur de l’Autorité des Marchés Financiers
Service Médiation
17 place de la Bourse
75082 PARIS-CEDEX 02

By phone:
Tel: + 33 (0)1 53 45 60 00

Electronically through the Mediation Request Form, available at: https://www.amf-france.org/fr/le-mediateur-de-lamf/votre-dossier-de-mediation/vous-voulez-deposer-une-demande-de-mediation
For more information: http://www.amf-france.org/Le-mediateur-de-l-AMF/Presentation.html.

Motion Equity Partners has included the prevention of conflicts of interest in each step of its decision-making process. Any potential conflict of interest must be reported to Patrick Eisenchteter, Compliance and Internal Control Manager, who will take the necessary steps to (i) analyse and (ii) remedy the situation.

The clients or any third may obtain, upon request, additional information on the conflict of interest policy.

Motion Equity Partners has a Shareholder engagement policy that describes how it integrates its role as a shareholder into its investment strategy.

The monitoring of the strategy, financial performance, risks, capital structure, as well as the governance of the target company are instrumental in the selection of investments and the management of the funds’ portfolio holdings. To this end, the Management Company ensures that one or more members of the Investment Team sit on the oversight bodies of the portfolio companies, in particular to monitor business developments and major decisions.

Motion Equity Partners considers the exercise of voting rights to be a key act of management of the funds’ holdings and intends, except in justified cases, to fully fulfil its role of shareholder in the best interests of Investors. Motion Equity Partners exercises its rights in accordance with its own voting policy, mainly by physically attending general meetings and ensuring that no voting decision might place it in a situation of conflicts of interest. 

The Shareholder engagement policy is made available to the AMF and to any investors upon submitting a request

In compliance with Articles 319-21 of the General Regulations of the Financial Authority, Motion Equity Partners has a policy governing the exercise of voting rights that aims to define the conditions in which it exercises the voting rights attached to the securities held by the Funds that it manages. The Management Company reports on the voting policy governing the voting rights attached to the unlisted securities in the Annual Report to investors. This report is provided free of charge to Funds’ shareholders requesting it and may be viewed at the headquarters of the Management Company. The objective of the exercise of voting rights is to defend the rights of investors in the managed Funds. The policy governing the exercise of voting rights may be viewed at the head office of the Management Company.

Information regarding the past performance of an investment is not necessarily indicative of the future performance of that investment. The value of investments may fall or rise.

To the fullest extent allowed by law, Motion Equity shall not be liable for any direct or indirect losses, damages, costs or expenses incurred or suffered by you arising out of or in connection with the access to, use of or linking to other sites from this Website or reliance on any information contained on this Website. In no circumstance shall Motion Equity Partners have any liability for consequential or special damages. Nothing in the Terms shall limit our liability for death or personal injury resulting from any negligence of Motion Equity or its employees or agents or any liability under the Financial Services Act 1986, the Financial Services and Markets Act 2000 and any rules and regulations for the conduct of business made under those Acts to which we are subject.

The Website is for information purposes only. Nothing in this Website should be construed as an offer, invitation or general solicitation to buy or sell any investments or securities, provide investment advisory services or to engage in any other transaction.

You should not rely on any information or opinions contained in this Website in making an investment or other decision but should obtain relevant and specific professional advice. Nothing contained on this Website constitutes or should be construed to constitute investment, legal, tax or other advice.

We use reasonable efforts to obtain information and opinions from sources which we believe to be reliable and to ensure that the information and opinions in this Website are up-to-date and accurate. Certain of the information and opinions contained on this Website have been obtained from published sources prepared by other parties. Neither Motion Equity nor any other person assumes any responsibility for or makes any representation, guarantee or warranty of any kind, express or implied, regarding any information or opinions contained on this Website or their accuracy, reliability or completeness. The information and opinions contained in this Website are provided by Motion Equity for personal use and information purposes only. You are solely liable for any use you may make of this information. The information is inherently subject to change without notice and may become outdated. You, therefore, should verify any information obtained from this Website before you use it.

Sustainability-related information is published on a dedicated “Intralinks” website only accessible to investors in Motion Equity Partners SAS funds, in a section dedicated to information on environmental, social and quality of governance matters, in the same way as information provided for in Article 10 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019.

This information was last reviewed on November 2024