“Here you will find documents for concluding a contract and other necessary information related to investing in our fund.”

CONCLUDING A CONTRACT

APPLICATIONS, FOLLOW-UP CHECKS

ADDITIONAL FUND INFORMATION

Instruction for redemption of Investment Units
Instruction regarding the target amount
Instruction to increase the target amount
Consent to investment transfer
Termination of the Realita Fund contract
Request to cancel an Instruction
for the issuance of Investment Units
Request to cancel or change an instruction
for the redemption of Investment Units
Request for asset transfer
Change of email address
in relation to the Contract
Change of Bank Account
Investor
Instruction for the transfer of Investment Units
Donation
Power of Attorney
Follow-up client check
Individual
Follow-up client check
Legal Entity

Target market for the Realita Fund
History of unit value development
Categorization of customers/investors
Conflict of Interest Management Disclosure
Conflict of Interest Management Rules
Information on costs
Realita real estate open-ended mutual fund
Rules for the valuation of financial instruments of accounting entities
Operating day schedule
Complaints Procedure
Complaint Form
ATRIS IS disclosure on leverage
Past performance of the Realita Fund
Information on special benefits
Capital Allocation Disclosure
Non-consideration of adverse impacts of investment decisions on sustainability factors
Information on policies for integrating sustainability risks into the investment decision-making process
Terms and conditions of the promotion
“1% bonus for retained investment in the fund”
Realita Fund Factsheet
Information on incentives
Marketing promotion terms and conditions
ATRIS PENSION ANNUITY (DIP) contribution
Marketing promotion terms and conditions
Guarantee of non-negative return
Marketing promotion terms and conditions
Terms and conditions of the “1% investment bonus” marketing promotion

PERFORMANCE SCENARIOS

The figures shown include all costs of the product itself, but may not include all costs you pay to your advisor or distributor.
The figures do not take into account your personal tax situation, which may also affect how much you get back.
What you get from this product depends on future market performance. Future market developments are uncertain and cannot be predicted with accuracy.
The adverse, moderate and favourable scenarios shown are examples showing the worst, average and best performance of the product over the past 10 years.
Markets may develop very differently in the future.
Recommended holding period: 5 years
Example investment: CZK 250,000

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