How to Invest

How to invest in mutual fund Karoll - Advance Emerging Europe Opportunities:

Investors can open an account and place orders for subscription and redemption of units of Karoll - Advance Emerging Europe Opportunities fund by instructing their servicing bank or directly by contacting the fund’s Luxembourg transfer agent UI efa (Universal Investments). Countries where the fund is registered for distribution: Bulgaria, Luxembourg, Switzerland, Germany, Austria, Belgium, Netherlands, Sweden, Norway, United Kingdom. Distribution platforms where the fund is listed:AllFunds, Vestima (Clearstream), FundsPlace (Euroclear), Attrax.


The fund’s transfer agent UI efa (Universal Investment):


TA dealing in charge of subscriptions/ redemptions:
Group email: register.ta.ops@efa.eu; tel. +352 48 48 80 9001
Head of TA and Shareholder services – Deborah Bianchi: Deborah.Bianchi@efa.eu


Customer due diligence department in charge of investor onboarding:
Group email: CustomerDueDil@efa.eu; tel. +352 48 48 80 541
Head of Customer Due Diligence – Linda Tessin: Linda.Tessin@efa.eu

Disclaimer
The provided information is a marketing communication and does not constitute investment advice, counsel, investment research, or a recommendation to invest and should not be interpreted as such. The information is valid as of the date of issuance of the marketing material and may change in the future. The value of the fund's shares and the income from them may decrease; profit is not guaranteed, and investors bear the risk of not recovering their investments in full. Investments in funds are not guaranteed by a state-established guarantee fund or any other type of guarantee. Past performance does not relate to future results of an investment company. Future results are subject to taxation, which depends on each investor's personal situation and may change in future periods. Before making a final investment decision, it is recommended that investors familiarize themselves with the prospectus and the key information document of the relevant fund. The documents are available in Bulgarian and/or English on the website https://karollcapital.bg/, and upon request, they can be obtained free of charge in paper form at the office of the Management Company. The Advance Funds are actively managed and do not track an index. A summary of shareholder rights is available at here. A summary of investors' rights can be found here.

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