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Information on investment offers
Information on investment offers
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Written by Wally
Updated over a year ago

Walliance, for each portal offer, publishes the relevant Key investment information sheet (hereinafter, "KIIS"), which contains the information specified in Article 23 of Regulation (EU) 2020/1503 and Delegated Regulation (EU) 2022/2119 provided by Issuer.

Walliance shall bring to the attention of investors who have made an investment offer or expressed interest in the offer any significant changes in the information indicated, in accordance with Article 23(8) of Regulation (EU) 2020/1503. Furthermore, if it identifies omissions, errors or inaccuracies in the KIIS that could significantly affect the expected return on investment, it shall promptly report such omissions, errors or inaccuracies to Issuer, which shall promptly complete or correct such information. If Issuer fails to promptly make such completions or corrections, Walliance will suspend the offer until the KIIS has been completed or corrected, and immediately inform investors who have please noted such identified irregularities, the measures already taken and the further measures that will be taken, as well as the option to revoke their investment offer or their expression of interest in the offer, pursuant to Article 23(12) of Regulation (EU) 2020/1503.

The information for each individual offer is intended to ensure that investors understand the nature of the investment, the type of financial instruments offered, and the risks associated with them, in order to enable them to make informed investment decisions.

By way of example but not limited to, the KIIS contains information regarding the project owner and the interposition between him/her and the Issuer of any special purpose vehicle; the type of offer and the type of instrument offered; the rights of investors; the main features of the offer and the conditions for raising capital or borrowing; and the responsibility on the project owner for the information provided.

The information indicated may also be provided through the use of multimedia techniques. Walliance allows the above information to be captured in a durable medium.

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