Legal
Shareholder Engagement Policy
In accordance with Article L. 533-22. of the French Monetary and Financial Code, and the European Commission's Delegated Regulation (EU) No. 231-2013 of December 19, 2012, Revaia, as a portfolio management company, has established a “Shareholder Engagement Policy” describing how it integrates its role, as a shareholder in the portfolio companies in which it holds a stake, into its investment strategy (the “Companies”), in accordance with the terms specified in Article R533-16 of the Monetary and Financial Code.
Our Shareholder Engagement Policy is available here.
Conflicts of Interest Management and Prevention
Revaia maintains and operates an effective conflicts of interest policy, set out in writing and appropriate to its size, organisation, and the nature, scale and complexity of its activities — management of AIFs under the AIFM Directive, investment advice and corporate advisory services — designed to identify, prevent, manage and monitor conflicts of interest so as to prevent them from adversely affecting the interests of its clients, the funds and their investors.
A conflict of interest arises whenever Revaia has to choose between: the interest of the management company and that of a client or shareholder; the interest of one client/investor and that of another; the interest of the management company and the personal interest of an employee; the interest of a client/investor and the personal interest of an employee; or the interest of Revaia's shareholders and that of its clients/investors. Consistent with Article 30 of the AIFMD Delegated Regulation and Article 33 of the MiFID II Delegated Regulation, this covers in particular situations where Revaia, or a person linked to it, is likely to make a financial gain or avoid a financial loss at a client's expense, has an interest in the outcome of a service or transaction that differs from the client's interest, is incentivised to favour the interests of another client, carries out the same professional activity as the client, or receives from a third party a benefit related to the service provided, other than the normal fee for that service.
This policy applies to everyone connected to Revaia in the course of its activities: managers and shareholders, financial managers, employees, interns, any marketers or fundraisers, external providers to whom essential functions are delegated, financial intermediaries, and any person placed under Revaia's authority.
Revaia's Compliance and Internal Control Officer (RCCI) maintains a dedicated mapping of potential conflicts of interest, reviewed whenever the business evolves and, in any event, at least once a year. Any conflict that materialises is recorded in a dedicated register of actual conflicts of interest, kept for at least five years.
Given its private equity activities, Revaia has adopted specific rules — aligned with the France Invest/AFG code of conduct for private equity management companies — governing co-investment between the funds it manages, additional equity contributions by one fund in a target already held by another fund it manages, transfers of holdings between funds it manages (prohibited in principle, subject to limited exceptions), the provision of services to portfolio companies, and co-investment by Revaia's employees and managers alongside its funds (which is prohibited). Investment decisions remain the sole responsibility of Revaia's dedicated management team, independently of any service provider, shareholder or investor, and the compliance function is outsourced to a third party to ensure its full independence.
Any employee who identifies an actual, potential or apparent conflict of interest reports it without delay to the RCCI, who assesses its nature, causes and consequences and takes appropriate measures. Where the arrangements in place are not sufficient to ensure, with reasonable confidence, that the risk of damage to clients' or investors' interests will be prevented, Revaia clearly discloses to the persons concerned, in writing, the general nature or source of the conflict before acting on their behalf.
The adequacy of this framework, including the conflicts of interest mapping and register, is reviewed by the RCCI at least annually as part of Revaia's second-level control programme.
Institutional Disclosure
Revaia Growth II benefits from the support of the European Union under the InvestEU Fund.
Claim Processing
Revaia has implemented and maintains an operational procedure in order to quickly and efficiently process complaints made by its clients. Any complaint may be referred to Revaia, 4 rue du Commandant Rivière, 75008 Paris, France. The management company will knowledge receipt of the complaint within a maximum of ten working days from the date it was sent, unless a response has been issued to the client in the intervening period. Except in duly justified exceptional circumstances, a response will be issued to the client within two months from the date the complaint was sent by the client. In the event of an ongoing dispute, the client may contact a mediator, such as the AMF Ombudsman, at the following address: Autorité des marches financiers, Madame Marielle Cohen-Branche, Médiateur de l’AMF, 17 place de la Bourse, 75082 Paris Cedex 02. The AMF mediation request form at the Mediation Charteur is available online at amf-france.org.
Cookies
Cookies are small data files that websites generate and ask to store on your computer. They are typically used to remember settings, information you gave to a website and measure how you use the website. When you visit our website, to search , read or download contents, we collect some information related to you such as domain and host computer name you use to go on Internet, the used computer’s IP address, the date and hour when you connected to our website and the URLs from where you came to our website, in order to measure and analyse web traffic. We only use this information for statistical analysis purposes and then after a 2-year maximum period these data are deleted. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you don’t want us to collect these type of information, we suggest you to not navigate on our website.
Policy on processing personal data
The personal data collected by Revaia are processed in compliance with the rules imposed by the General Regulations on the Protection of Personal Data under the conditions described in our personal data processing policy, available by clicking here.
Use of site
No copy, reproduction, distribution, be it in whole or in part, may be made of the content of this site, whatever the method used, without the prior, written permission of Revaia.
Information published by Revaia on this site may be updated and modified at any time. It is not contractual.
Revaia cannot be held liable, under any circumstances, for any damages whatsoever resulting from the use or consultation of this site. You are moreover responsible for taking all the appropriate measures to protect your information system from viruses.
If you do not agree to these terms of use, you should leave this site immediately.
This site is published by
Revaia
AMF authorisation n°GP19000019
A French société par actions simplifiée with a share capital of €152,817.25
843 059 288 RCS Paris
Publication Director: Sandra Cadiou
Legal
Shareholder Engagement Policy
In accordance with Article L. 533-22. of the French Monetary and Financial Code, and the European Commission's Delegated Regulation (EU) No. 231-2013 of December 19, 2012, Revaia, as a portfolio management company, has established a “Shareholder Engagement Policy” describing how it integrates its role, as a shareholder in the portfolio companies in which it holds a stake, into its investment strategy (the “Companies”), in accordance with the terms specified in Article R533-16 of the Monetary and Financial Code.
Our Shareholder Engagement Policy is available here.
Conflicts of Interest Management and Prevention
Revaia maintains and operates an effective conflicts of interest policy, set out in writing and appropriate to its size, organisation, and the nature, scale and complexity of its activities — management of AIFs under the AIFM Directive, investment advice and corporate advisory services — designed to identify, prevent, manage and monitor conflicts of interest so as to prevent them from adversely affecting the interests of its clients, the funds and their investors.
A conflict of interest arises whenever Revaia has to choose between: the interest of the management company and that of a client or shareholder; the interest of one client/investor and that of another; the interest of the management company and the personal interest of an employee; the interest of a client/investor and the personal interest of an employee; or the interest of Revaia's shareholders and that of its clients/investors. Consistent with Article 30 of the AIFMD Delegated Regulation and Article 33 of the MiFID II Delegated Regulation, this covers in particular situations where Revaia, or a person linked to it, is likely to make a financial gain or avoid a financial loss at a client's expense, has an interest in the outcome of a service or transaction that differs from the client's interest, is incentivised to favour the interests of another client, carries out the same professional activity as the client, or receives from a third party a benefit related to the service provided, other than the normal fee for that service.
This policy applies to everyone connected to Revaia in the course of its activities: managers and shareholders, financial managers, employees, interns, any marketers or fundraisers, external providers to whom essential functions are delegated, financial intermediaries, and any person placed under Revaia's authority.
Revaia's Compliance and Internal Control Officer (RCCI) maintains a dedicated mapping of potential conflicts of interest, reviewed whenever the business evolves and, in any event, at least once a year. Any conflict that materialises is recorded in a dedicated register of actual conflicts of interest, kept for at least five years.
Given its private equity activities, Revaia has adopted specific rules — aligned with the France Invest/AFG code of conduct for private equity management companies — governing co-investment between the funds it manages, additional equity contributions by one fund in a target already held by another fund it manages, transfers of holdings between funds it manages (prohibited in principle, subject to limited exceptions), the provision of services to portfolio companies, and co-investment by Revaia's employees and managers alongside its funds (which is prohibited). Investment decisions remain the sole responsibility of Revaia's dedicated management team, independently of any service provider, shareholder or investor, and the compliance function is outsourced to a third party to ensure its full independence.
Any employee who identifies an actual, potential or apparent conflict of interest reports it without delay to the RCCI, who assesses its nature, causes and consequences and takes appropriate measures. Where the arrangements in place are not sufficient to ensure, with reasonable confidence, that the risk of damage to clients' or investors' interests will be prevented, Revaia clearly discloses to the persons concerned, in writing, the general nature or source of the conflict before acting on their behalf.
The adequacy of this framework, including the conflicts of interest mapping and register, is reviewed by the RCCI at least annually as part of Revaia's second-level control programme.
Institutional Disclosure
Revaia Growth II benefits from the support of the European Union under the InvestEU Fund.
Claim Processing
Revaia has implemented and maintains an operational procedure in order to quickly and efficiently process complaints made by its clients. Any complaint may be referred to Revaia, 4 rue du Commandant Rivière, 75008 Paris, France. The management company will knowledge receipt of the complaint within a maximum of ten working days from the date it was sent, unless a response has been issued to the client in the intervening period. Except in duly justified exceptional circumstances, a response will be issued to the client within two months from the date the complaint was sent by the client. In the event of an ongoing dispute, the client may contact a mediator, such as the AMF Ombudsman, at the following address: Autorité des marches financiers, Madame Marielle Cohen-Branche, Médiateur de l’AMF, 17 place de la Bourse, 75082 Paris Cedex 02. The AMF mediation request form at the Mediation Charteur is available online at amf-france.org.
Cookies
Cookies are small data files that websites generate and ask to store on your computer. They are typically used to remember settings, information you gave to a website and measure how you use the website. When you visit our website, to search , read or download contents, we collect some information related to you such as domain and host computer name you use to go on Internet, the used computer’s IP address, the date and hour when you connected to our website and the URLs from where you came to our website, in order to measure and analyse web traffic. We only use this information for statistical analysis purposes and then after a 2-year maximum period these data are deleted. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you don’t want us to collect these type of information, we suggest you to not navigate on our website.
Policy on processing personal data
The personal data collected by Revaia are processed in compliance with the rules imposed by the General Regulations on the Protection of Personal Data under the conditions described in our personal data processing policy, available by clicking here.
Use of site
No copy, reproduction, distribution, be it in whole or in part, may be made of the content of this site, whatever the method used, without the prior, written permission of Revaia.
Information published by Revaia on this site may be updated and modified at any time. It is not contractual.
Revaia cannot be held liable, under any circumstances, for any damages whatsoever resulting from the use or consultation of this site. You are moreover responsible for taking all the appropriate measures to protect your information system from viruses.
If you do not agree to these terms of use, you should leave this site immediately.
This site is published by
Revaia
AMF authorisation n°GP19000019
A French société par actions simplifiée with a share capital of €152,817.25
843 059 288 RCS Paris
Publication Director: Sandra Cadiou