Commited in relations
We personalize our attitude. We thoroughly analyse every need and we don’t believe in „one solution for everyone” approach. From the beginning of cooperation we provide each Client with a team of qualified operational specialists. The level of satisfaction with rendered services is measured by annual testing and it increases continuously.
Agile in service
We do not let our Clients to wait. We deliver software developments on-demand, without rigid release schedules. We implement new products without any limitations, using own unique systems and nearly 30-year experience in IT.
Reliable in action
We don’t take breaks. We guarantee the continuity of service in case of any event and high availability of our systems, protected by our own Disaster Recovery Site. We ensure the highest quality of service, focusing on process automation and minimising the human factor.
About company
Pekao Financial Services Sp. z o.o. has been providing outsourcing services for financial institutions since 1992.
The company specializes in transfer agent services for domestic and foreign investment funds, open pension funds, voluntary pension funds, employee equity funds and employee pension funds as well as insurance market products.
Registration details
Pekao Financial Services Sp. z o.o.
Park Postępu
21 Postępu Street
02-676 Warsaw
NIP: 521-29-08-422
Society registered by the District Court for the Capital City of Warsaw, 13th Division of the National Court Register under KRS no. 0000030306 Share capital of PLN 6 767 000
Experience
30th anniversary of the funds market and Pekao FS
PKO TFI SA becomes our new client by taking over the management of the Employee Ownership Fund of PKP SFIO
The pandemic does not prevent us from implementing services for a new Client: Polski Gaz TUWnŻ
Four of our Clients start with us in Employee Capital Plans
We also launch a fund accounting service
We take over a separated part of PZU CO SA and service of Clients from the group
We are also starting cooperation with JP Morgan Asset Management
we launch support for Goldman Sachs Asset Management
Generali Invest CEE PLC becomes our Client
We implement support for Voluntary Pension Funds and IKZE for TFI
Legg Mason TFI SA (currently Esaliens TFI SA) joined our Clients
we are starting a five-year cooperation with Merrill Lynch
We implement IKE for our Clients
We enrich our product portfolio with the PKP SFIO Employee Property Fund
PTE Nowy Świat is launching the Employee Pension Fund with us
Open Pension Funds and Employee Pension Funds are starting with us
We start service of Eurofunds Pekao/Alliance TFP SA
Together with Pioneer PP TFP we begin to build investment fund market in Poland