Can funds managed by OTP Asset Management România SAI S.A. merge with those managed by BT Asset Management SAI S.A.?
Yes, investment funds may merge in accordance with the legislation in force. The merger of two or more funds can be made subject to prior authorization by the Financial Supervisory Authority. You will be informed sufficiently in advance of any changes to the funds in which you have invested to enable you to make decisions regarding your investments.
It is important to note that the merger of two funds benefits you as an investor, at a lower management fee, and therefore potentially higher future returns.
The process of merging two investment funds with a similar investment profile is a highly regulated and transparent one, where your money is not affected and not lost!
What's more, a potential merger turns you into a client of the largest financial group and fund administrator in Romania. This change will bring major improvements in the security and stability of the financial ecosystem you will be part of.