The change of ownership has no impact on investors’ investments. All existing investments, contracts, processes, and terms and conditions remain unchanged. Investors are not required to take any action—business operations continue as usual.

No. The change of ownership does not result in any amendments to contractual terms, fees, or costs. Asset management continues in accordance with the existing rules and documentation.

No. Investment strategies, management approaches, and governance processes remain unchanged. The acquisition primarily brings additional stability, broader access to the expertise of the OTP Group, and enhanced support, without altering existing investment objectives or methods.

No action is required with regard to investments or contracts. However, we recommend updating your records, as the company name and email domain have changed.

The OTP Group is one of the largest banking groups in Central and Eastern Europe. Becoming part of the Group provides the company with additional stability, stronger support, and broader access to professional expertise, as well as an enhanced asset management offering, while maintaining local expertise and a strong presence in the Slovenian market.

No. Subscription, redemption, and access procedures currently remain unchanged. All services continue to operate as before, without any additional changes or restrictions. Should any changes occur in the future, you will be informed in due course.

No. The change of ownership does not affect the security of investors’ assets. Assets remain appropriately safeguarded and managed in accordance with applicable regulations and established security standards. Operations continue without interruption or impact on investors.

Yes. Following the change of ownership, the company continues to be supervised by the Securities Market Agency (ATVP). As a management company, we operate in compliance with applicable legislation and remain subject to regular regulatory oversight.

No. The change of ownership has no tax implications for investors. Tax treatment remains unchanged, as taxation is determined by the individual investor’s circumstances and applicable legislation, regardless of the company’s ownership structure.

For any additional questions or clarifications, you may contact us by email or telephone. Contact details: Email: info@otpskladi.si

Telephone: +386 5 66 33 150

We will be pleased to assist you and provide all necessary information.