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Welzia Management SGIIC S.A. pone a su disposición la Información Contractual que describe los servicios y productos ofrecidos, las tarifas aplicables así como el modelo de Contrato de Gestión Discrecional de Carteras y el Test de Idoneidad.
Welzia Management SGIIC S.A. (hereinafter Welzia) offers a Customer Attention Service to its Clients, which is created under the protection of the Law 35/2003, of 4 November, for Collective Investment Institutions, under the Rules of Commissioners for Defence of Financial Service Customers approved by Royal Decree 303/2004 of 20 February, and, especially Order ECO 734/2004, of 11 March, the purpose being to attend and resolve complaints and claims.There are also Rules for Customer Defence accessible from this page.
You also can read, wich are you investor´s right and how MIFID helps protecting you as an investor, here.
The duties of the Customer Attention Service are to guide and protect the rights and interests of customers, arising from relations between the customers and investment managers, and also to procure that such relations are at all times developed in accordance with principles of good faith, impartiality and mutual trust.
The Customer Attention Service is obliged to attend and resolve complaints and claims submitted by customers within two months from their presentation.
Complaints and claims should, in first instance, be sent to the Head of Customer Attention Service of Welzia:
Customer Attention Service
C/ Conde de Aranda 24
28001 MADRID SPAIN
Phone: (+34) 91 577 04 64
Fax: (+34) 91 576 17 41
To send an e-mail "Click" here
In second instance, after exhausting the Customer Attention Service line, they may be sent to the Commissioner for the Defence of the Investor assigned to the CNMV.
Commissioner for Defence of the Investor:
Pº de la Castellana, 19
28046 Madrid Spain
You may consult the provisions for Customer Attention Service Welzia in the Rules for Customer Defence (pdf).