Clients appreciate our unique knowledge, quality of service and high security. Long-term experience in servicing investment and pension funds enables us to create innovative solutions suited to your high requirements.
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Know-How - Operational Experience
As the Polish capital market developed, Pekao FS acquired experience in mutual fund services. Bank Pekao S.A., which now owns Pekao FS, was once an FSL shareholder. We are the successor of Poland's first transfer agent, which, drawing on the experience and know-how of its US partner and FSL shareholder, has since 1992 been providing services to funds managed by Pioneer PPTFI SA, and since 1996 to Eurofunds managed by Pekao/Alliance TFI S.A. In 2001, when we were already Pekao FS, we merged, on an operational level, the funds of these companies into Pioneer Pekao TFI S.A.
The choice of services provided by Pekao FS has since 1998 been enhanced with innovative solutions for pension fund management. Together with our retirement clients, we were arranging operations in the Polish market, and subsequently, as the first transfer agent, we consolidated the OPFs acquired by Pekao Pioneer PTE S.A. We were also the first transfer agent to start servicing employee pension funds.
During the next years, Pekao FS won increasingly more Clients.
In 2001, the Company took over the management of Pioneer funds and Pioneer OPFC. In addition, Pracownicze Towarzystwo Emerytalne Telekomunikacji Polskiej S.A. with the biggest fund in the third pillar pension market and a pension fund company acting as manager of Ergo Hestia OPFC (formerly PBK Orzeł and presently Aegon) decided to use Pekao FS services.
The number of personal accounts in the Company's investment and pension funds has been on an upward trend since its very inception.
The Clients who chose services offered by Pekao Financial Services Sp. z o.o. in the individual years of service:
High quality service and the professional handling in servicing of mutual and pension fund participants has been confirmed by audits (each time with a positive outcome) performed by both recognised auditing firms and regulatory bodies, i.e. the Polish Securities and Exchange Commission (PS&EC) and the Polish Insurance and Pension Fund Supervision Authority (PI&PFSA), which now operates as the Polish Financial Supervision Authority (PFSA).
The high standard of our services has also been confirmed by a successful SAS 70 certification audit whereby we were awarded a Type II SAS 70 Report. The SAS 70 Report on the development, implementation and operational efficiency of corporate control mechanisms is an international standard developed by the American Institute of Certified Public Accountants.
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As the Polish capital market developed, Pekao FS acquired experience in mutual fund services. Bank Pekao S.A., which now owns Pekao FS, was once an FSL shareholder. We are the successor of Poland's first transfer agent, which, drawing on the experience and know-how of its US partner and FSL shareholder, has since 1992 been providing services to funds managed by Pioneer PPTFI SA, and since 1996 to Eurofunds managed by Pekao/Alliance TFI S.A. In 2001, when we were already Pekao FS, we merged, on an operational level, the funds of these companies into Pioneer Pekao TFI S.A.
The choice of services provided by Pekao FS has since 1998 been enhanced with innovative solutions for pension fund management. Together with our retirement clients, we were arranging operations in the Polish market, and subsequently, as the first transfer agent, we consolidated the OPFs acquired by Pekao Pioneer PTE S.A. We were also the first transfer agent to start servicing employee pension funds.
During the next years, Pekao FS won increasingly more Clients.
In 2001, the Company took over the management of Pioneer funds and Pioneer OPFC. In addition, Pracownicze Towarzystwo Emerytalne Telekomunikacji Polskiej S.A. with the biggest fund in the third pillar pension market and a pension fund company acting as manager of Ergo Hestia OPFC (formerly PBK Orzeł and presently Aegon) decided to use Pekao FS services.
The number of personal accounts in the Company's investment and pension funds has been on an upward trend since its very inception.
The Clients who chose services offered by Pekao Financial Services Sp. z o.o. in the individual years of service:
| Year | Specification |
| 1992 | Pioneer PPTFI SA |
| 1998 | Pekao/Alliance TFI S.A. managing mutual funds of the Eurofunds family |
| 1999 |
Allianz Polska PPFC Pekao PPFC Epoka PPF (merged with Pekao OPF in 2001) Arka-Invesco PPFC (merged with Pocztylion OPFC in 2001) Winterthur PPFC (data processing services) |
| 2000 | CDM Pekao PPF |
| 2001 |
Pioneer Pekao TFI S.A. managing Pioneer-family funds (merger of Pioneer PPTFI SA with Pekao/Alliance TFI S.A.) Pekao Pioneer PPF (resulting from Pekao OPF merger with Pioneer OPF) Rodzina OPF (merged with Pekao OPF in 2001) PBK Orzeł PPF (then ERGO HESTIA PPF and currently Aegon) PTE Telekomunikacji Polskiej S.A. |
| 2002 | TFI Banku Handlowego S.A. (currently Legg Mason TFI) managing the PSR's EEF called SOEIF |
| 01.2005-01.2010 | Bank Pekao S.A. managing a subrecord for Merrill Lynch Torrus Funds - a foreign mutual fund created for the indicated period |
High quality service and the professional handling in servicing of mutual and pension fund participants has been confirmed by audits (each time with a positive outcome) performed by both recognised auditing firms and regulatory bodies, i.e. the Polish Securities and Exchange Commission (PS&EC) and the Polish Insurance and Pension Fund Supervision Authority (PI&PFSA), which now operates as the Polish Financial Supervision Authority (PFSA).
The high standard of our services has also been confirmed by a successful SAS 70 certification audit whereby we were awarded a Type II SAS 70 Report. The SAS 70 Report on the development, implementation and operational efficiency of corporate control mechanisms is an international standard developed by the American Institute of Certified Public Accountants.
