Liechtenstein legal information


3. Disclosure Report
3.1 Disclosure Report 2020
3.2 Disclosure Report 2021
3.3 Disclosure Report 2022
4 Mitwirkungspolitik - EU-Aktionärsrechterichtlinie
5 Information EU-Aktionärsrichtlinie

SFDR Disclosures

In accordance with Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”), we are required to provide you with information on how we integrate sustainability risks in our investment decision and advisory processes. Sustainability risks mean specific Environmental, Social or Governance (“ESG”) events or conditions that can cause a negative or a positive impact on the value of the investment. We are committed to sustainable and responsible investments and to supporting sustainable financial markets. As a group aiming to produce financial returns for our clients, we believe that to obtain a rounded view of investments, of their risks and opportunities we need to consider ESG issues. While it is not always possible to directly link ESG considerations to financial value, we believe ESG performance can provide a proxy for the quality of management and for the capacity of the investee to deliver sustainable competitive advantage. To better drive the ESG integration process, EFG Group built an ESG analysis team that collaborates with the investment teams worldwide. This team structures and maintains bespoke tools and analyses that help monitor sustainability risk in the investments and products managed by us and cooperates with other teams to define processes that are consistent across the group. We decided not to consider the adverse impact of investment decisions on sustainability factors due to the late release of the final Regulatory Technical Standards issued by the Joint Committee of European Supervisory Authorities (JC 2021 03) and we plan to revisit this decision by the year end.
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Sustainability Risk Statement
Promotion of ESG Characteristics - Due Diligence Sustainability Statement
No consideration of Adverse Sustainability Indicators (“ASI”)

ESG impact in employees’ remuneration

EFG has a Group wide Remuneration Policy that sets the framework for coherent and consistent compensation practices across the entire Group. The aim of the policy is to create a framework that facilitates long-term value creation in line with EFG’s corporate values and that does not leave room for unsustainable behaviour, forcing the respect of our social and governance practices. It ensures that our employees act in a responsible manner, aligning stakeholders’ and business’ needs. Variable remuneration is aligned with long term objective and to individual and company performance and the employee’s appraisal emphasises the contribution, achievement of objectives, risk management, risk awareness and behaviour under the umbrella of our values represented by the Group’s Code of Conduct, in a simple and transparent process. Any unethical behaviour or disrespect of internal and external regulation is strongly considered. Our Remuneration Policy does not create incentives for taking inappropriate risk, nor does it create incentives that lead to any conflicts of interest among employees or in relationships with EFG’s clients. Where appropriate, the remuneration model enables for the option of reducing or cancelling prior year deferred remuneration. EFG promotes an equal compensation opportunity approach and strives to balance shareholders’ expectations and employees’ remuneration. EFG Group is also committed to add further sustainability-related objectives in next year’s remuneration process.

Legal disclaimer

Persons calling up the information published in the World Wide Web on the website of the EFG Bank von Ernst AG (hereinafter EFG BvE) hereby confirm their agreement to the following conditions:

The EFG BvE website is not intended for persons who are subject to a jurisdiction that forbids the publication of or access to the EFG BvE website (on the basis of the nationality of the person concerned, place of residence or other reasons).Persons to whom such restrictions apply are not permitted access to the EFG BvE website.

The entire contents of the EFG BvE website is protected by copyright (all rights reserved). The downloading or printing of individual pages and/or parts of the EFG BvE website is permitted provided that neither the copyright notice nor other indications protected by law are removed. If you download data from the BvE website or reproduce such in any other way, EFG BvE retains all property rights. The (complete or partial) reproduction, communication (electronic or otherwise), modification, linking or use of the EFG BvE website for public or commercial purposes is forbidden without the prior written consent of EFG BvE.

The information published on the EFG BvE website does not represent an invitation, offer or recommendation to acquire or sell investment instruments or to effect other transactions. The details on the EFG BvE website neither represent decision-making aids for legal, fiscal or other consulting questions, nor should investment or other decisions be made on the basis of these details. You should obtain advice from a qualified expert when making investment decisions.

EFG BvE takes all reasonable measures in order to ensure the reliability of the information presented; however, it makes no promises whatsoever concerning the correctness, reliability or completeness of the information and opinions contained on the EFG BvE website. No warranty is assumed for the accuracy of the information and opinions disseminated via the EFG BvE website. The information and opinions disseminated on the EFG BvE website are provided by EFG BvE exclusively for private use and for information purposes; they can be changed at any time and without prior notice.

The future performance of the investment asset cannot be predicted on the basis of the previous price changes, i.e. the value of the asset can increase or decrease. The maintenance of the invested capital cannot be guaranteed; thus for instance exchange rate fluctuations can result in a reduction in the value of the assets.

Under no circumstances, including negligence without restriction, shall EFG BvE be liable for losses or damage of whatever kind; this shall include direct, specific, indirect or consequential losses resulting from or in connection with access to the use, services or queries to the EFG BvE website or links with other websites, even if EFG BvE has been informed of the possibility of such losses. Activating certain links on the EFG BvE website may cause you to leave the EFG BvE website. EFG BvE has not checked the other sites linked with the EFG BvE website and assumes no responsibility for the contents, the products, services or other matters offered thereon.



The Bank reserves the right to modify Tarification and Conditions at any time without prior notice. Please feel free to contact your CRO to obtain Tarification and Conditions currently applied.

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