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Signatory declaration - Principles for Responsible Investment

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<strong>Signatory</strong> <strong>declaration</strong>Please submit the following <strong>declaration</strong> to the PRI secretariat on headedpaper, signed by your CEO or equivalent, in soft copy with an application<strong>for</strong>m which can be found at www.unpri.org/sign/sign_up_here.php and anorganisation chart. Please send the completed <strong>for</strong>ms to info@unpri.org.As institutional investors, we have a duty to act in the best long-term interests of our beneficiaries.In this fiduciary role, we believe that environmental, social, and corporate governance (ESG)issues can affect the per<strong>for</strong>mance of investment portfolios (to varying degrees across companies,sectors, regions, asset classes and through time). We also recognise that applying these<strong>Principles</strong> may better align investors with broader objectives of society. There<strong>for</strong>e, whereconsistent with our fiduciary responsibilities, COMPANY NAME commits to the following: To incorporate Environmental, Social and Corporate Governance (ESG) issues intoinvestment analysis and decision-making processes; To be an active owner and to incorporate ESG issues into our ownership policies andpractices; To seek appropriate disclosure on ESG issues by the entities in which we invest; To promote acceptance and implementation of the <strong>Principles</strong> within the investment industry; To work with the PRI Secretariat and other signatories to enhance their effectiveness inimplementing the <strong>Principles</strong>; To report on our activities and progress towards implementing the <strong>Principles</strong>.While upholding our fiduciary responsibility, we also commit to adhering to and upholding the<strong>Principles</strong> <strong>for</strong> Investors in Inclusive Finance, recognising that indirect investors operate at adistance whilst direct investors can more directly influence adherence to the following: Range of Services. We will actively support retail providers to innovate and expand the rangeof financial services available to low income people in order to help them reduce theirvulnerability, build assets, manage cash-flow, and increase incomes. Client Protection. We believe that client protection is crucial <strong>for</strong> low income clients. There<strong>for</strong>ewe will integrate client protection in our investment policies and practices. Fair treatment. We will treat our investees fairly with appropriate financing that meetsdemand, clear and balanced contracts, and fair processes <strong>for</strong> resolving disputes. <strong>Responsible</strong> <strong>Investment</strong>. We will include environmental, social and corporate governance(ESG) issues in our investment policies and reporting. Transparency. We will actively promote transparency in all aspects.


Balanced Returns. We will strive <strong>for</strong> a balanced long-term social and financial risk-adjustedreturn that recognizes the interests of clients, retail providers, and our investors.Standards. We will collaborate to set harmonised investor standards that support the furtherdevelopment of inclusive finance.By signing this letter, COMPANY NAME agrees to pay the annual fee and commits to completingthe PRI Reporting Framework on an annual basis.COMPANY NAME confirms their total assets are _______ bn USD. This figure was lastcalculated on ___________.COMPANY NAME is classified as an <strong>Investment</strong> Manager.Signed:Name:Title (CEO / equivalent):Date:

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