million pieces of correspondence per year
billion assets of served funds (AUM)
million processed transactions per year
New Client – TFI PZU SA
We are pleased to announce that on March 26, 2018, we started providing transfer agent services for our new client – TFI PZU SA.
Takeover of services for Nordea Open Pension Fund
We are pleased to announce that on November 18, 2017, Pekao Financial Services Sp. z o.o. completed the process of migration between Nordea Open Pension Fund and Aegon Open Pension Fund. So far, it was the largest, in terms of number of combined accounts, migration operation on the market of open pension funds. Thus, Aegon […]
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 […]