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🔗 Back to Summary. 🇫🇷 French Version: 2019R0819_FR.8. Back to Summary of LVL1. Open the PDF. Direct link to EUR-LEX.
Article 7 – Procedures to measure positive social impact ⬅️ | ➡️ Article 9 – Information on positive social impact
Références LVL1 <=> LVL2
Level 1 reference(s): 2013R0346_EN.14 > 1#c
Article 8 - Description of the investment strategy and objectives
1.
The information referred to in point (i) of 2013 shall contain at least the following:
(a)
the social sector or sectors in which the qualifying portfolio undertakings are active;
(b)
the geographical area in which the qualifying portfolio undertakings are active;
(c)
the legal forms of the qualifying portfolio undertakings;
(d)
a detailed description of the distribution of the qualifying portfolio undertakings’ profits.
2.
The information referred to in points (ii) and (iii) of 2013 shall contain information about at least the investment profile of the other qualifying social entrepreneurship fund and the information supplied by the qualifying social entrepreneurship fund in accordance with paragraph 1 of this Article.
3.
The information referred to in point (iv) of 2013 shall contain information about at least the types of assets in which the qualifying social entrepreneurship fund invests.
4.
The information referred to in point (v) of 2013 shall contain information on, at least, whether the techniques include equity instruments, quasi-equity instruments, securitised or un-securitised debt instruments, secured or unsecured loans or any other type of participation in qualifying portfolio undertakings.
5.
The information referred to in point (vi) of 2013 shall contain information on, at least, whether the investment strategy of the qualifying social entrepreneurship fund contains any investment restrictions in terms of sectors, activities, geographical areas, investment percentages or limits, or any other restrictions.