Legal and regulatory information
Legal information
Website owner: CAPITAL EXPORT SARL
3 rue Président Carnot, 69002 Lyon, France
RCS Lyon 524 110 343
+33 (0)4 37 64 29 52
Publication manager: Jean Mathieu SAHY
Hosting: Webflow
Webflow, Inc. 398 11th Street, 2nd Floor San Francisco, CA 94103 USA
+1 (415) 964-0555
Site design: Slidor
3 rue Président Carnot, 69002 Lyon, France
RCS Lyon 524 110 343
+33 (0)4 37 64 29 52
Publication manager: Jean Mathieu SAHY
Hosting: Webflow
Webflow, Inc. 398 11th Street, 2nd Floor San Francisco, CA 94103 USA
+1 (415) 964-0555
Site design: Slidor
Data protection
Your personal data is confidential and will not be communicated to third parties under any circumstances. You have the right to access, modify, delete, and oppose the processing of your personal data in accordance with the French Data Protection Act of 6 January 1978. You may exercise this right by writing to us via the website’s contact form.
Copyrights and intellectual property
This entire website is subject to French and international legislation on copyright and intellectual property, including iconographic and photographic representations.
Reproduction and distribution of all or part of this site on any medium are formally prohibited without prior authorization from CAPITAL EXPORT.
Reproduction and distribution of all or part of this site on any medium are formally prohibited without prior authorization from CAPITAL EXPORT.
Regulatory information
CAPITAL EXPORT is authorized to manage an FPCI (Fonds Professionnel de Capital Investissement - French Professional Private Equity Fund).
Conflict of interest prevention and management policy
CAPITAL EXPORT has taken all reasonable measures to detect any conflicts of interest while delivering investment services to our clients or managing the FPCI (either between CAPITAL EXPORT, our employees, any other person directly or indirectly linked to CAPITAL EXPORT by control, and our clients, on the one hand; and between CAPITAL EXPORT'S clients, on the other).
Identifying conflicts of interest
In accordance with the AMF's General Regulations, Capital Export has identified the following situations which may give rise to a conflict of interest presenting a material risk of damage to the interests of one or more clients, when:
- CAPITAL EXPORT or one of our employees has an interest in the outcome of a service provided to the client that is distinct from the client's interest in that outcome,
- CAPITAL EXPORT or one of our employees has an interest in the outcome of a service provided to the client that is distinct from the client's interest in that outcome
- CAPITAL EXPORT or one of our employees has a financial or other incentive to favor the interest of another client over the interests of the client to whom the service is provided,
- CAPITAL EXPORT or one of our employees pursues the same business as the client,
- CAPITAL EXPORT or one of our employees receives or will receive an inducement (financial or otherwise) for a service provided to the client other than the standard commission or fee for that service.
Preventing conflicts of interest
In light of the potential conflicts of interest, as detailed above, Capital Export has implemented a prevention policy as summarized below, including:
- Verifying the composition of the Investment Committee during the investment selection process,
- Verifying compliance with the investment procedure and the rules of co-investment,
- Monitoring the services provided by CAPITAL EXPORT's employees,
- Monitoring the personal transactions of CAPITAL EXPORT employees and any business they may conduct outside of their work for CAPITAL EXPORT,
- A policy to declare and limit gifts and inducements received from or given to clients, suppliers, or partners,
- A selection process for and regular evaluation of external service providers,
- Management of confidential or privileged information,
- An employee remuneration policy to manage variable compensation in particular,
- A procedure to identify and classify the compensation and benefits paid and received by the management company.
The full conflict-of-interest prevention and management policy is available upon request from CAPITAL EXPORT at info@capital-export.fr.
ESG criteria in the investment policy
CAPITAL EXPORT incorporates ESG criteria into our management processes (Article L.533-22-1 of the French Monetary and Financial Code) by sharing this approach with our portfolio companies and encouraging them to adopt it, and by collecting this information through an annual survey. OurSustainability Policy, updated to comply with the EU SFDR, provides a general overview of our approach to ESG and responsible investment.
Compensation policy
Shareholder engagement policy
Claims management policy
To ensure that our clients' interests always come first, CAPITAL EXPORT is committed to handling customer complaints effectively. CAPITAL EXPORT commits to acknowledging receipt of a complaint within 10 working days and offering a response within a maximum of one month. If special circumstances prevent CAPITAL EXPORT from meeting this deadline, the company will inform the client of the reasons for the delay.
To lodge a complaint, please contact us by mail (11 rue Childebert - 69002 Lyon, France) or by e-mail info@capital-export.fr
You may also contact the AMF Ombudsperson at the following address:
Médiateur de l'AMF
Autorité des marchés financiers
17 Place de la Bourse
75082 PARIS CEDEX 02 FRANCE
The AMF Mediation Charter is also available on the AMF website:
www.amf-france.org
To lodge a complaint, please contact us by mail (11 rue Childebert - 69002 Lyon, France) or by e-mail info@capital-export.fr
You may also contact the AMF Ombudsperson at the following address:
Médiateur de l'AMF
Autorité des marchés financiers
17 Place de la Bourse
75082 PARIS CEDEX 02 FRANCE
The AMF Mediation Charter is also available on the AMF website:
www.amf-france.org