Licenses
Pareto Alternative Investments AS is an authorised alternative fund manager with the ancillary services portfolio management and rendering of investment advice.
Go to the website of Financial Supervisory Authority of Norway ("Finanstilsynet") to view the complete licenses.
Pareto Alternative Investments AS is supervised by the Financial Supervisory Authority of Norway ("Finanstilsynet").
Recording of Client communication
Pareto Alternative Investments AS is required to record all telephone calls in relation to the investment services, and establish procedures to enable documentation of communication through other communication channels of same.
The firm will therefore record all telephone calls with clients on fixed phones. Moreover, communication via Bloomberg and e-mail will be stored.
Privacy notice
Please find our privacy notice here.
Conflicts of Interest
Please find information regarding our Conflict of Interest policy here.
Business terms and conditions
General terms and conditions for Pareto Alternative Investments AS are based on Norwegian legislation and legislation within the EU and EEA.
The business terms and conditions as they exist at all times are to be considered accepted by the customer every time the customer places an order, enters into agreements or executes transactions with Pareto Alternative Investments AS.
Please find the business terms and conditions in their entirety here.
Sustainability report
Please find the Sustainability report for 2022 for Pareto Alternative Investments AS here.
Supplier Code of Conduct
Pareto Alternative Investments AS strives to conduct business in a responsible manner, based on the duty to respect human rights, labour rights, protect health, safety and the environment, prevent corruption and in general, apply sound business practices.
Please find the Supplier Code of Conduct here.
SFDR disclosure
Please find the disclosure under Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector ("SFDR") here.
Disclosures under the Norwegian Transparency Act
Please find the disclosure for the following companies in accordance with the Act relating to enterprises' transparency and work on fundamental human rights and decent working conditions ("Åpenhetsloven"):
Disclosure regarding active ownership policy
Pareto Alternative Investments AS focuses on illiquid investments in real assets across industries including real estate, infrastructure and renewables. Pareto Alternative Investments AS generally has a position as a majority owner or sole owner of real assets, as well as a position as majority or sole lender to companies owning real assets. To reflect this, Pareto Alternative Investments AS has adopted a Responsible Investment Policy that can be found here.
As Pareto Alternative Investments AS does not invest in listed shares it does not and is not required to have a dedicated active ownership policy per the Management of Alternative Investment Funds Act ("AIF-loven") § 4-7.
Financial Information
Please find our annual reports below:
Please find our annual Pillar 3 and remuneration disclosures below:
Complaints
Client complaints may be forwarded to christian.andreas.bremnes@pareto.no. If you need help to make a written complaint, please contact us on +47 22 01 58 89.
You will find our internal complaint procedures here.
