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Introduction to investment funds, pre-contractual obligations of investment firms and liability for breaches

Tekst: Wprowadzenie do funduszy inwestycyjnych, obowiązki przedkontraktowe firm inwestycyjnych oraz odpowiedzialność za naruszenia.

Date: 14 February 2023


Free capital and investment are issues widely discussed in public discourse. The information about different markets and forms of investing our money, such as forex, cryptocurrencies or the most popular stocks and bonds is commonly available. However, not everyone has the time or the necessary skills to start investing. Does it mean they should give it up? The answer is no. A much simpler instrument in the investment area are investment funds.

A recent study by the Institute of Finance refers to investment funds as the tools that practically ‘invest for us’. We start by clarifying the concept of funds and the methods of their division. We then discuss the pre-contractual obligations of fund bidders. Finally, we explain the liability for breach of these obligations.

By reading the study, you will learn what to look out for when selecting an investment fund and what to pay particular attention to during conversations with its representatives.

The study is available at: study. Publication in Polish

News > Academy of Finance Reports
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