If you are a unitholder in the fund and these units are registered in your name on the shareholder register, you will have certain shareholder rights which you can exercise. More details on shareholder rights are set out in the Prospectus and incorporation documents for the Fund.
As an investor in a UCITS fund, and depending on how you invested, you may have certain investor rights arising under contract between yourself and the Fund, for further details on these rights please refer in particular to the Prospectus and to the contractual documentation which you completed in order to make your investment.
Depending on how you invested in the Fund, you may be entitled to avail of certain domestic protections and rights to compensation claims deriving from your local legislation. For further details on such rights please refer to your local investor compensation website, if available.
Furthermore, in the event you perceive you have suffered a loss, you may have a right to seek redress on a collective basis though a collective redress mechanism which has been made available in your local jurisdiction. The availability of access to a local collective redress mechanism will depend on the jurisdiction you are based in and the location of the contract formed with the Fund and how you invested in the Fund. For further details on such rights please refer to your local regulator website.
The European Union has introduced legislation to support the ability for consumers to take representative action across the EU. This piece of legislation is due to be implemented into local law by the end of December 2022 and we will update this summary with further rights as they arise in due course.
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