million pieces of correspondence per year
billion assets of served funds (AUM)
million processed transactions per year
Rebranding of Pekao FS
We’d like to inform that following the acquisition of UniCredit’s stake of Bank Pekao SA by Powszechny Zaklad Ubezpieczen SA (PZU) and Polish Development Fund (PFR), our company along with the whole banking group is undergoing a rebranding process. To all our clients and partners, please be assured this change shall not affect any of […]
Goldman Sachs in Poland and Pekao FS!
We are pleased to announce that the distribution of Goldman Sachs Funds SICAV started in Poland on June 9th. Thus, Pekao FS began servicing the funds managed by Goldman Sachs Asset Management (GSAM) as a sub-transfer agent. The service includes the transmission of orders to the transfer agent, reconciliation of payments, calculation of distributor fees, […]
Pekao Financial Services as „Supporting entity” of IZFiA
We are pleased to announce that in February this year Pekao FS joned the Chamber of Fund and Asset Management (IZFiA) as „Supporting Entity”. This was possible due to the changes made in January in the Statute of IZFiA, which allow the Chamber membership, previously restricted exclusively for investment fund companies, also for transfer agents […]
We are pleased to announce that Generali Invest CEE PLC, the fund domiciled in Ireland, became our Client. Starting from 1st November 2015 Pekao FS acts as a Fund Representative and as a Distributor of the Fund.
We are pleased to inform that our company completed periodical audit ISAE 3402 certified by KPMG. The purpose of the audit is to provide customers and clients with the independent auditors opinion on the internal control system of the provider. ISAE 3402 confirms that Pekao Financial Services has been through an in-depth audit of its […]