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Legal Info

Atle Investment Management AB

Atle Investment Management ("Atle") (Org.nr 556943-6420) is a subsidiary of Bure Equity AB (publ.) ("Bure"). The company is 93% owned by Bure and 7% by the staff. Atle is a holding company that currently owns shares in Atle Investment Services AB, Alcur Fonder AB, HealthInvest Partnes AB, Fondbolaget Fondita Ab and Teknik Innovation Fonder AB.

Atle Investment Services AB

Atle Investment Services AB (“AIS”) (Org.nr 556690-3968) is a securities firm under the supervision of the Swedish FSA. The company has been granted license to conduct discretionary portfolio management, receive and transmit orders for financial instruments and execute orders on behalf of clients.

In AIS organization following control functions have been established:

Compliance: Responsible is Anna Cumzelius from Harvest Advokatbyrå AB

Risk control: Responsible is Per Grönvall.

Internal audit: Responsible is authorized accountant Leif Lüsch, from Lüsch & Co revision AB.

Externa audit: Responsible is PWC, with authorized accountant Magnus Svensson Henryson as auditor in charge.

Complaints officer: Anna Cumzelius from Harvest Advokatbyrå is the company’s complaints officer. Complaints should be directed to klagomal@atle.se.

 For more information about AIS organization and governance, see Atle Investment Services' organizational chart: Organization and Governance (Swedish)

Legal documents

Atle Investment Services Integritetspolicy (Swedish)

Atle Investment Services Aktieägarengagemang Swedish)

Atle Investment Services Ersättningspolicy (Swedish)

Atle Investment Services Riktlinjer för Integrering av Hållbarbetsrisker och beaktande av PAI (Swedish)

Atle Investment Services Intern Kontroll och Riskhantering (Swedish)

Atle Investment Services Mångfaldspolicy (Swedish)

Atle Investment Services Bästa Orderutförande (Swedish)

 

Financial information:

Latest Annual Report Annual Report 2021 (Swedish)

Kapitaltäckningskrav 2021-12-31 (Swedish)

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