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Lublin welcomes ALTO – report from the opening of the new office

Lublin welcomes ALTO – report from the opening of the new office

ALTO advises JR HOLDING on its investment in NOXO Energy

ALTO advises JR HOLDING on its investment in NOXO Energy

ALTO as a partner of the JLL report “Made in Poland”

ALTO as a partner of the JLL report “Made in Poland”

ALTO Insurance Team – tax and legal support for the insurance industry

ALTO Insurance Team – tax and legal support for the insurance industry

Contact an expert

Regulatory advice for investment fund companies and investment funds

The safety and effectiveness of investment funds’ and investment fund companies’ activities is our priority.

See how we can help you.

Legal assistance to capital and financial market entities is one of the key areas of ALTO’s activity. Our experts provide consulting services in the field of establishing investment fund companies and investment funds, as well as ongoing advice for them.

Our specialists support investment fund companies and investment funds in all aspects that may affect their business. ALTO’s advisory covers, inter alia, assistance in day-to-day operations including transactions with investment fund companies and investment funds, as well as implementation and quality improvement in the regulatory area. We also conduct proceedings before the Polish Financial Supervision Authority, including complex multi-stage projects, such as establishing new investment fund companies and investment funds. We also help in creating effective internal procedures and investment fund companies and investment funds regulations.

Our constantly expanding knowledge, combined with experience in servicing supervised entities on the capital market, allows us to provide services based on effective and practical solutions – without theoretical considerations.

Range of Services:

  • Legal advice on the creation of investment funds of all types.
  • Representation in authorization and sanction proceedings before the Polish Financial Supervision Authority, the Office of Competition and Consumer Protection and other offices.
  • Support in the legal adaptation of the activities of investment fund companies and investment funds to the currently applicable regulations.
  • Creating internal procedures and investment fund companies and investment funds regulations.
  • Support in negotiations with contractors of investment fund companies and investment funds.

Any questions?
Write to us or call us.

+48 22 652 27 51

    Your expert

    Tomasz Jabłoński

    Counsel & Attorney-at-law +48 22 652 27 51

    Any questions?
    Write to us or call us.

    +48 22 652 27 51

      Case studies

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      Legal and tax advisory – the risk of reclassification

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      Knowledge base

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      ALTO nominated in the Invest Cuffs 2023 contest

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      6 February 2023

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      ALTOstratus

      We enable clients to use the tools and applications we have created. They allow you to operate more comfortably and safer safely on a daily basis.

      Learn more!

      White List

      Just upload a list of VAT IDs and / or account numbers, and ALTOstratus algorithms will check exactly who you are dealing with. You can also upload Elixir-O or MT940 files, and each of these formats will be used by ALTOstratus to query KAS systems and quickly return relevant information to you.

      JPK & VAT-UE

      ALTOstratus allows you to easily check the correctness of the prepared JPK files, it helps you to efficiently convert the JPK file to VAT-EU declaration and substantively tests JPK_V7M files.

      e-Financial Report generator

      Do you need support in the annual reporting of the company’s financial results? The e-Financial Report generator created by the ALTO team, supports our clients by enabling easier and more efficient preparation of these reports. 

      e-Financial Report generator

      XML Validator

      The application checks whether the XML files of certain types comply with the requirements of the Ministry of Finance, thanks to which the documents submitted to the authorities are guaranteed to be correct.

      Any questions?
      Write to us or call us.

      +48 22 652 27 51

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        Law