Liquidation of Pekao Open Pension Fund

We kindly inform, that on October 12, 2018, the process of decommissioning of Pekao Open Pension Fund, managed since May 19, 2018 by PTE PZU SA, ended. Through migration, Pekao OFE members has become members of the Open Pension Fund PZU “Złota Jesień”. It was the 12th migration of registers successfully completed by Pekao Financial […]



Changes in our Management Board

We kindly inform, that on October 5th, 2018, Supervisory Board of Pekao Financial Services Sp. z o.o. effected changes in our Management Board. The company is currently represented by: Dariusz Wawrzyniak   – President of the Management Board Andrzej Szeworski      – Vice President of the Management Board Krzysztof Kiedrzyński – Member of the Management […]



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 […]



New Client

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.  



ISAE 3402

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 […]



New Client – ING TFI SA

We are pleased to announce that Pekao FS has started to provide transfer agent services for new Investment Fund Company. Our new Client is ING TFI SA, which on 27th September this year took over from Legg Mason TFI SA (for which we provide transfer agent services for open-ended investment funds), the mandate to manage […]