Disclosure

FINQ Investment Management Ltd. (henceforth: "the Portfolio Manager") is a licensed portfolio management company engaged in portfolio management and investment marketing, and not in investment consulting, as those terms are defined in the Regulation of Investment Advice, Investment Marketing, and Investment Portfolio Management Law, 1995.

The law defines "investment marketing" as providing advice to others on whether an investment, holding, or purchase/sale of securities or financial assets is worthwhile when the party providing the advice has a connection to the financial asset.

The portfolio manager is a corporation affiliated with Tamir Fishman Mutual Funds Ltd. and has a connection to the financial assets (mutual funds) managed by it.

For a list of the financial assets managed by Tamir Fishman Mutual Funds Ltd., click here.

Furthermore, the fund manager may, from time to time, have a connection to other mutual funds managed by other fund managers, on account of which it may be eligible to receive a distribution fee and/or benefit for the purchase of said funds in the portfolios it manages.

To the extent that such fund managers exist, the full list of the names of the fund managers, along with a reference to the list of mutual funds managed by them, shall appear on the Portfolio Manager's website, at the following.

The portfolio manager may give preference to the financial assets with to which it has a connection, over other similar financial assets in terms of suitability to the customer.

We hereby stress that in accordance with legal provisions, a Portfolio Manager's connection to a financial asset shall not be deemed a conflict of interests between the portfolio manager and the customer.

Funds Managers List:

  • Ayalon Mutual Funds Ltd.

  • Harel Mutual Funds Ltd.

  • Meitav Tachlit Mutual Funds Ltd.

  • Psagot Mutual Funds Ltd.

  • Sigma Mutual Funds Ltd.

  • Tamir Fishman Mutual Funds Ltd.

  • More Mutual Fund Management (2013) Ltd.

  • KSM Mutual funds Ltd.

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Legal and regulatory

Finq Investments is a private company that holds a Portfolio Management License within the meaning of the Law for Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management, 1995 (hereinafter: the “Law”), and is engaged, among other things, in investment portfolio management and investment advice, which the Law defines as advising others on the profitability of investing in, holding or selling securities or financial assets with which the advisor is affiliated by virtue of Finq Investments’ affiliation with mutual funds managed by Tamir Fishman Mutual Funds Ltd. and any other mutual fund that may contract with the Company, in line with its business model. For further details, see “Full Disclosure”. The service will be provided via a digital platform where the client can subscribe to the portfolio management service. The risk level, investment policy and assessment of the client's needs will be determined using digital tools. Nothing in the foregoing shall be construed as investment advice/marketing and/or as substitute for investment advice/marketing, and nothing in the foregoing shall be taken as a commitment to achieving any return on investment. Approval of the application and opening of the account are subject to the sole discretion of Finq Investments, in accordance with the terms stipulated in the agreement. Subscribing to the digital portfolio management service is consistent with applicable law and is intended, inter alia, to facilitate the subscription process, while maintaining the best interests of clients. Generally, the digital platform substitutes the interaction between the licensee and the Client and serves as an investment decision-making tool. There may also be, if necessary, interaction between the client and a human agent. The service is limited to Israeli resident holders of an active Israeli bank account. Withdrawal of funds takes place up to 7 business days/ The amount withdrawn will be transferred to the bank account from which the funds were transferred. The account can be opened from the age of 18, and will be limited to assets worth up to NIS 1 million. If the total assets in the account exceed such amount, the account holder will be required to be personally identified by Finq’s representatives in accordance with applicable law, and to sign, inter alia, a beneficiary declaration in person.
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