Legal and regulatory information

Legal information

Site owner: CAPITAL EXPORT SARL,
3 rue Président Carnot, 69002 Lyon - RCS Lyon 524 110 343
04 37 64 29 52
Publication manager: Jean Mathieu SAHY
Hosting: Webflow
Webflow, Inc.398 11th Street, 2nd FloorSan Francisco, CA 94103USA
+1 (415) 964-0555
Site design: Slidor

Information technology and civil liberties

Your personal data is confidential and will under no circumstances be communicated to third parties.
You have the right to access, modify, delete and object to the processing of your personal data in accordance with the French Data Protection Act of January 6, 1978. You can exercise this right by writing to us using the site's contact form.

Copyright and intellectual property

This entire site is subject to French and international legislation on copyright and intellectual property, including iconographic and photographic representations.
The reproduction and distribution of all or part of this site on any medium whatsoever is strictly forbidden without prior authorization from CAPITAL EXPORT.

Regulatory information

CAPITAL EXPORT is authorized to manage Fonds Professionnel de Capital Investissement (FPCI).

Conflict of interest prevention and management policy

CAPITAL EXPORT has taken all reasonable measures to detect potential conflicts of interest in the context of investment services provided to its clients or in the management of FPCIs (either between CAPITAL EXPORT, its employees, any person directly or indirectly linked to CAPITAL EXPORT by a control relationship, and its clients; or between clients of CAPITAL EXPORT).

Identifying conflict of interest situations

In accordance with the provisions of the General Regulations of the Autorité des Marchés Financiers (RGAMF), CAPITAL EXPORT has drawn up a risk map specifying the situations likely to create conflicts of interest that could harm the interests of one or more of its clients:

CAPITAL EXPORT or a member of its staff is likely to make a financial gain or avoid a financial loss at the expense of a customer,
CAPITAL EXPORT or a member of its staff has an interest in the outcome of a service provided contrary to the client's own interests,
CAPITAL EXPORT or a member of its staff favors, for financial or other reasons, the interests of another client over the interests of the client to whom the service is provided,
CAPITAL EXPORT or a member of its staff carries out the same professional activity as the customer,
CAPITAL EXPORT or a member of its staff receives a financial or other benefit for a service rendered to the customer, other than the commission or fee normally provided for this service.

Preventing conflicts of interest

This analysis of the potential risks of conflicts of interest has led to the implementation of the preventive measures summarized below, including in particular :

Controlling the composition of the Investment Committee in the investment selection process,
Monitoring compliance with investment procedures and co-investment rules,
Control of services provided by CAPITAL EXPORT employees,
Supervision of transactions carried out by CAPITAL EXPORT employees on a personal basis, and of any functions they may perform outside their work at CAPITAL EXPORT,
A policy of declaring and limiting gifts and benefits received/offered by/to customers, suppliers or partners,
A procedure for selecting and regularly evaluating external service providers,
Managing confidential or privileged information,
An employee remuneration policy, in particular to control variable pay;
A procedure for identifying and classifying the benefits and remuneration paid to and received by the management company.

The full procedure for preventing and managing conflicts of interest is available on request from CAPITAL EXPORT at info@capital-export.fr.

ESG criteria in investment policy

CAPITAL EXPORT takes ESG criteria into account in its management processes (article L.533-22-1 of the French Monetary and Financial Code) by promoting the dissemination and use of this approach among portfolio companies, and by collecting this information through an annual questionnaire. Our Sustainability Policy, which has been updated in line with the requirements of the SFDR regulation, provides a general description of our ESG and responsible investment approach.

Compensation policy

Shareholder engagement policy

Compte-rendu 2024 - Shareholder engagement policy

Claims management policy

In order to respect the principle of the primacy of its customers' interests, CAPITAL EXPORT rigorously manages any customer complaints. Capital Export undertakes to acknowledge receipt of the customer's complaint within 10 working days, from the date on which the customer sends the complaint, and to respond to any complaint within a maximum of one month. Should special circumstances prevent these deadlines from being met, CAPITAL EXPORT will inform the claimant of the reasons for the delay.

All customer complaints should be sent by post (11 rue Childebert - 69002 Lyon) or by e-mail info@capital-export.fr The AMF Ombudsman can be contacted at the following address:

‍Médiateurde l'AMF
Autorité des marchés financiers
17 Place de la Bourse
75082 PARIS CEDEX 02
‍
The AMF Mediation Charter is also available on the AMF website:
www.amf-france.org