Regulatory information

Voting policy


Employee compensation Policy

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“Best Selection” policy

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ESG Investment Policy (Environmental, Social, Governance) and Exclusion Policy


Report on the costs of intermediation

Pursuant to the provisions of article 314-82 of the General Regulations of the Autorité des marchés financiers, PERGAM is not required to report on the costs of intermediation for the financial year 2020.


Le Rapport dit “RTS 28” énonce les exigences attendues permettant d’accroître la qualité et la transparence des informations disponibles pour les investisseurs professionnels et non-professionnels quant aux ordres transmis ou exécutés.

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Conflict of Interest

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Claims processing

PERGAM has established and maintains an operational procedure for the rapid and efficient processing of claims by its customers. Any claim can be sent by mail to PERGAM-28 Rue Bayard-75008 Paris France or by email to The management company will acknowledge receipt of the claim within a maximum of ten working days from the date of receipt of the claim, unless the reply itself is made to the customer within that time limit. Unless duly substantiated special circumstances occur, it will provide a response to the customer within two months of receipt of the claim. In case of persistent disagreement, the client may contact a mediator including the AMF mediator. The contact details of the AMF Ombudsman are: Autorité des marchés Financiers, mediator of the AMF, 17 Place de la Bourse 75082 PARIS CEDEX 02. The request form for mediation with the AMF and the Charter of mediation are available on the website
Concerning claims relating to the brokerage activity, the client may contact the supervisory Supervisory and resolution authority (PTA) DCPC/SIR 61 rue Taitbout 75536 Paris Cedex 09-Tél: + 33149954995//Fax: + 33149954041//@:


Société de gestion de portefeuille (agrément AMF n° GP 01-032 du 01/08/2001)

SAS au capital de 1 498 250 € – RCS : 438 328 973 – N° ORIAS : 12 066 300

Siège social : 5, rue des Anciens Moulins, 11100 Bages

Contact us

28 rue Bayard
75008 PARIS

Phone : +33 1 53 57 72 00
e-mail :

Subway 1 - 9 - : Franklin D. Roosevelt - Parking : 24, rue François Ier 75008 Paris