Important Information

Regulatory and Legal

Disclaimer

This website is intended for use by investment professionals only. The contents should not be distributed to, or relied on by, retail clients. This website and its content should not be taken as an offer, solicitation or recommendation to use or invest in the services and products mentioned throughout.

The investments and services mentioned in this website will not be suitable for all investors and TAM Europe Asset Management AV, SA (TAM Europe) does not give any guarantee as to the performance or suitability of an investment for a retail client.

Any opinions, expectations and projections within this website are those of TAM Europe, do not constitute investment advice or guaranteed returns. 

Past performance is not a guide to future returns. The value of an investment and the income from it, may go down as well as up and may fall below the amount initially invested.

TAM Europe is authorised and regulated in Spain by the Comisiόn Nacional del Mercado de Valores (the CNMV) with registration number 295. Registered Office: Nivel 1, Local 12, Port Adriano, Urbanizacion el Toro s/n, 07180 Calvia, Spain.

If you would like to access the CNMV’s website please click here www.cnmv.es

Company Annual Report

For our Company Annual Report please click here.

Solvency Report

For our Solvency Report please click here.

 

Website Terms Of Use

The material on this site is directed at persons in the EU. It is not an offer or invitation to buy or sell the services to persons in any jurisdiction other than the EU. Any applications or requests for further information received from non-EU persons may be refused at TAM Europe’s discretion. All reasonable precautions have been taken to ensure the accuracy, security and confidentiality of information available through the site. The information may be amended at any time by TAM Europe without notice. As far as it is permitted) TAM Europe cannot be held liable for any loss or damage whether it is direct or consequential.

Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice.  If you are unsure of the suitability of any information contained in this website, please contact us or an Independent Financial Adviser.

Third Party Sites

This site may provide links to third party websites over which TAM Europe has no control. These links are provided for your convenience and TAM Europe accepts no responsibility for the content of such websites.

 

Data Protection, Privacy and Cookies

For further information regarding TAM Europe's Privacy and Cookie Policy and how your data and personal details are protected, please click on the Privacy & Cookie Policy link. For your security we may record or randomly monitor all telephone calls.

 

Stewardship Code

The Stewardship Code aims to enhance the quality of engagement between investors and companies to help improve long-term risk-adjusted returns to shareholders. TAM Europe accesses asset classes for its clients through collective investments. There is little scope for direct engagement with underlying investee companies held by a collective fund. However, our investment management team seeks evidence of good quality management and their adherence to the Stewardship Code and the Principles for Responsible Investment when they meet with the fund managers. This normally occurs at least twice yearly.

 

Principles of ESG Investing

The TAM Europe investment management team recognise the long term growth prospects within the ESG market and as such have been an active participant in proffering the strategy to clients for nearly 8 years. Full ESG portfolios have been available for many years. Beyond its pure ESG portfolio strategies, TAM in its diversified broad portfolios, whilst not committing to following a holistic ESG investment mandate, retains the ability to invest (and continues to do so) into funds with specific ESG credentials (Funds classified as Article 8 or 9 under SFDR). TAM Europe is cognisant to capture and appreciates the value this long term ESG oriented global theme. ESG positions in broader portfolios increase the diversification measure within the portfolio mandate and are a core part fo the TAM investment philosophy.

 

Conflicts of Interest

For TAM Europe's Conflicts of Interest Policy, please click here.

 

Internal Reporting System

The TAM Europe’s Internal Reporting System is the main method for internally reporting potential labor or professional violations, in line with Law 2/2023, dated February 20th, which governs the protection of individuals who report regulatory breaches and combat corruption.

Communications can be made through the following link:

Access to Internal Reporting System

Communications can be made anonymously and will always be handled with the highest level of confidentiality, seriousness, and objectivity. Whistleblowers are encouraged to use our Internal Reporting System appropriately and honestly.

 

 

Complaints Procedure

What do I do if I have a complaint?
To benefit all TAM Europe clients, we have complaint handling procedures in place to ensure that all complaints are handled fairly, consistently and promptly. Should a complaint occur, we would appreciate the opportunity to resolve any problems or difficulties for you. If you have a complaint against TAM Europe, you should make the complaint directly to us either by letter, email or telephone.
 
All complaints should be addressed to the Compliance Department using the following contact details:

Write to us at:        TAM Europe Asset Management
                               Port Adriano, Nivel 1, Local 12
                               Urbanización El Toro s/n
                               07180 Calvià
                               Mallorca, Spain
Email us at:            compliance@tameurope.com
Call us on:              +34 871 183 840
 
What information should I provide?
To help us deal with your complaint quickly and efficiently, it would help us if you included the following information:
  • Account reference number
  • Name
  • Address
  • Contact telephone number
  • Clear details of your complaint, including any former communications you have had concerning the issues you are raising.
What happens next?
If we are unable to resolve your complaint by the next business day following receipt and it involves an allegation that you have suffered, or may suffer, financial loss, material distress or material inconvenience, the following procedures will apply:
  • Within five business days of receiving your complaint, we will provide you with a letter acknowledging receipt.
  • Your complaint will be investigated by an individual of sufficient competence who, where appropriate, has not been directly involved in the matter which is the subject of the complaint.
  • We aim to provide you with a full response within four weeks of receiving your complaint. In the unlikely event that you are not happy with our initial response we will ask you to let us know so we can investigate further.
  • Where, due to the complexities of a complaint, we are unable to provide you with a full response within four weeks, we will let you know, and we will aim to provide our final response within eight weeks.
  • If TAM Europe is still not in a position to make a final response at that time, we will advise you of the reasons for the delay along with an indication as to when we expect to provide a detailed response.
 

Downloads

TAM Europe Asset Management Complaints Policy (Spanish)

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