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PKO BP Finat sp. z o.o
- About Company
- Management
- Financial results
- Strategy
PKO BP Finat sp. z o.o. is providing wideranging services of Investment Fund Companies (TFI) and Pension Fund Companies (PTE).
The principal business of PKO BP Finat sp. z o.o. is providing the transfer agent services of investment funds (TFI) and pension funds (OFE). The company also offers funds accounting services of pension funds as well as open investment funds (FIO) and closed-end investment funds (FIZ).
The range of basic activity enables to provide additional services, such as Call Center services within which the Company receives telephone orders from investemnts and pension funds participants, ensuring comprehensive customer service. The Company also offers opperational support such as scanning and archiving services.
PKO BP Finat sp. z o.o. assures full security of processing information, the Company received a Certificate in Information Security Management System which complies with the requirements of ISO/IEC 27001:2005. The confirmation of a high quality of fund services is the certificate of compliance with the international standard SAS 70.
Management Board:
President of the Management Board
Agnieszka Surmacka
Member of the Management Board
Jakub Napierała
Member of the Management Board
Marcin Kosiński
Supervisory Board:
Chairman of
the Supervisory Board
Piotr Żochowski
Vice-Chairman of
the Supervisory Board
Paweł Borys
Secretary
of the Supervisory Board
Małgorzata Ryczek
Key financials
- 2010
- PKO BP Finat as a Transfer Agent for investment and pension funds serves 1 mln registers in total,
- The amount of assets of funds for which PKO BP Finat provides the services of transfer agent is approximately 15 mld PLN,
- The Company provides funds accounting services for 5 Investment Fund Companies, valuating units and the assets of 18 investment funds.
Strategy
The strategy of Company`s development assumes becoming the leader on polish market of transfer agent and fund accounting servises for investment funds as well as pension funds.
PKO BP Finat aims to offer its customers the highest quality of service using modern authorial IT systems.
Significant events and achievements
- September 2011: PKO Bank Polski S.A became the only shareholder of PKO BP Finat sp. z o.o.
- October 21, 2010: the Company received the certificate of compliance with the international standard SAS 70.
- March 11, 2010: PKO BP Finat received honorable title "Leader in Informatics of the Financial Institutions 2009" for the authorial system developed and used for investment fund services,
- August 2009: extending Company`s offer of funds accounting services,
- February 2009: beginning of the service of PKO TFI S.A., the company from PKO BP capital group.
Kontakt
PKO BP Finat sp. z o.o.
ul. Grójecka 5
02-019 Warszawa
Fax: +48 22 342 98 99
E-mail: biuro@finat.pl
WWW: www.finat.pl