Legal

Omada Investment Managers

French Société par Actions Simplifiée having its registered office at 50 rue de Monceau – 75008 Paris, with a share capital of €1,500,000, registered at the Paris trade Register (RCS Paris), under number 982 248 890.

  • VAT n°: FR75982248890
  • Email: contact@omada.fr
  • Phone number: +33 1 84 75 31 00
  • Portfolio management company approved by the AMF under n°GP20240025 on 28 November 2024

Head of publication

Elise Antonmattei

Hosting provider

  • OVH RCS Roubaix – Tourcoing 424 761 419 00045 Code APE 6202A
  • VAT n°: FR 22 424 761 419
  • Head office: 2 rue Kellermann – 59100 Roubaix – France

Intellectual Property Rights

All content on this website, including text, images, logos, and videos, is the property of Omada Investment Managers and is protected by Intellectual Property Rights. Any reproduction, representation, modification, publication, or adaptation of all or part of the elements of the website, regardless of the means or process used, is prohibited without prior written authorization from Omada Investment Managers.

Privacy Policy

Omada Investment Managers places trust at the heart of its relationships. In this respect, the protection of your personal data and privacy is at the heart of our commitment.

In France, personal data is notably protected by Law No. 78-87 of January 6, 1978, Law No. 2004-801 of August 6, 2004, Article L. 226-13 of the Penal Code, the European Directive of October 24, 1995, Article L.533-10 5° of the Monetary and Financial Code, and EU Regulation 2016/679 of the European Parliament and Council of April 19, 2016.

Omada Investment Managers has established this policy to inform you of our procedure regarding the collection, use, and archiving of your personal data.

The Privacy Policy may be modified at the sole discretion of the management company. Each connection to the website implies acceptance of this policy.

Personal Data

Personal data is defined in Article 4 of the GDPR as “any information relating to an identified or identifiable natural person” (hereinafter referred to as “data subject”).

An “identifiable natural person” is a person who can be identified, directly (for example, by their name) or indirectly (by their phone number, application login identifier, online identifier, elements specific to their physical, economic, cultural, or social identity, etc.).

Omada Investment Managers may collect different types of personal data concerning you:

  • Identification data (name, surname, nationality, date of birth, gender, identification document number, etc.);
  • Contact information (postal address, email address, phone number, etc.);
  • Information about your family, professional situation, and financial knowledge;
  • Data related to subscription to a product or service offered by Omada Investment Managers (financial, banking, tax information, etc.);
  • Data exchanged as a result of the relationships we maintain with you (information requests, connection data, etc.).

This data may have been provided directly by you via a form or through direct contact (phone, email, etc.) or may be collected indirectly through the use of cookies during your navigation on our site, provided you consented to it.

Use and Transmission of Your Personal Data

The collected data will be communicated solely to the following recipients:

  • Omada Investment Managers as the data controller;
  • Our web development service provider.

However, in certain situations, your personal data may be shared or transferred to third parties such as:

  • Judicial, financial, or regulatory authorities within the limits imposed by applicable texts;
  • External service providers working with Omada Investment Managers (custodian, auditors, digital subscription service providers, etc.).

Retention Period

Omada Investment Managers retains your personal data only for the time necessary according to the purpose of processing. Here are the main retention periods:

  • Questions/requests: Data retained for up to 5 years after your last contact;
  • Investor account: Data retained until the account is closed, and beyond for legal reasons if necessary;
  • Newsletter: Data retained until you unsubscribe;
  • Analyses: Data deleted or anonymized after the completion of operations and reports.

When the retention periods expire, Omada Investment Managers deletes or anonymizes your data, or archives it with restricted access if necessary.

Rights as a Data Subject

In accordance with personal data protection laws and European Regulation 2016/679 of April 27, 2016, you have the right to access, rectify, erase, and port your personal data and the right to organize the fate of this data post-mortem. You also have the right to request the limitation of processing concerning you and, in certain cases, for reasons related to your particular situation, to object to the processing of this data.

Visit the CNIL website for more information about your rights.

For any request related to the exercise of your rights, you can send us an email at contact@omada.fr or a letter to: Omada Investment Managers, 50 rue de Monceau, 75008 Paris, including in both cases a copy of your identification document.

If you believe, after contacting us, that your “Informatique et Libertés” rights have not been respected, you can file a complaint with the CNIL (in accordance with Article 13(2)d of the GDPR).

Compensation Policy

Omada Investment Managers’ compensation policy complies with the regulatory requirements applicable to management companies authorized under the AIFM Directive, as well as the provisions of the Disclosure Regulation.

In this regard, Omada Investment Managers has taken all necessary measures to ensure compliance with these three objectives:

  • Align the interests of the management company (and its employees) with those of the investors in the managed funds,
  • Promote sound and effective risk management,
  • Ensure that the compensation structure is linked to risk-adjusted performance.

To this end, Omada Investment Managers considers all types of risks, whether financial or not (compliance risks, sustainability risks, etc.).

For employees benefiting from it, the granting of carried interest allows them to invest long-term alongside their investors, ensuring optimal alignment of interests among investors, employees, their partners, and the company, and fostering a healthy and effective risk management system.

The compensation policy is subject to periodic review, at least annually and in the event of changes in the organization or the scope of the company’s activities. The RCCI-delegate integrates the issue of compensation into its annual control plan.