Documents to Know Before Investing

🔹 Why is it important?

Before investing, one mustto be well-informedInformation documents allow you to:

• Understandwhat you are buyingDocuments of Information to Know Before Investing
• Assess therisksDocuments of Information to Know Before Investing
• Making DecisionssaferInformation Documents to Know Before Investing

🧾 The 3 main types of information

1. Occasional information

→ Provided for a specific operation (e.g.: initial public offering). 🗂️ExamplesInformation Documents to Know Before Investing: Prospectus, information note, notice, TCN file.

2. Periodic information

→ Data provided regularly (every quarter, semester, or year).📅ExamplesAnnual report, semi-annual report, quarterly indicators.

3. Ongoing information

→ As soon as aimportant eventoccurs. ⚠️ Examples: change in management, merger, earnings alert, etc.

🗂️ Key documents to know

📘 The prospectus

• Everything about the company and the operation.
• Indicates the risks, objectives, key figures.
• Always validated by the AMMC.

🧾 The information note

• Used for public offerings (purchase, sale, withdrawal…).
• Details the objective and the conditions of the offer.

📄 The information notice

• Used for share buyback programs.

📦 The information file (TCN)

• For short-term debt securities.
• Contains the financial situation of the issuer.

📊 Special UCITS (Investment Funds)

Before buying a share of a fund, look at:

• Information noteFunctioning, fees, strategy, risks.
• Fact sheet: simple and quick summary of the fund.
• Net asset valuetheprice of a shareof the fund at a given moment

🔍 Where to find all these documents?

📍 All this information will be available and easily accessible to our users, directly from our platform.