{"id":962,"date":"2025-01-15T19:42:59","date_gmt":"2025-01-15T19:42:59","guid":{"rendered":"https:\/\/fortune-fa.co.il\/%d7%92%d7%99%d7%9c%d7%95%d7%99-%d7%a0%d7%90%d7%95%d7%aa\/"},"modified":"2025-10-15T12:54:29","modified_gmt":"2025-10-15T12:54:29","slug":"%d7%92%d7%99%d7%9c%d7%95%d7%99-%d7%a0%d7%90%d7%95%d7%aa","status":"publish","type":"page","link":"https:\/\/fortune-fa.co.il\/en\/%d7%92%d7%99%d7%9c%d7%95%d7%99-%d7%a0%d7%90%d7%95%d7%aa\/","title":{"rendered":"Disclosure"},"content":{"rendered":"\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Disclosure Statement \u2013 Affiliation Appendix<\/strong><\/h2>\n\n\n\n<p>In accordance with Section 16A(a)(2) of the Regulation of Investment Advice, Investment Marketing, and Investment Portfolio Management Law, 5755\u20131995 (hereinafter: \u201cthe Law\u201d), <strong>Fortune Financial Assets Ltd.<\/strong> (hereinafter: \u201cthe Portfolio Manager\u201d) is honored to inform you that:<\/p>\n\n\n\n<p>1. The Portfolio Manager engages in <strong>investment portfolio management and investment marketing<\/strong>, and <strong>not in investment advice<\/strong>.<\/p>\n\n\n\n<p>2. The Portfolio Manager has an <strong>affiliation<\/strong> with mutual funds managed by <strong>Ayalon Mutual Funds Ltd.<\/strong> (hereinafter: \u201cthe Related Funds\u201d or \u201cthe Related Assets\u201d), as detailed and updated from time to time on the company\u2019s website at <a href=\"http:\/\/www.fortune-fa.co.il\">www.fortune-fa.co.il<\/a>.<\/p>\n\n\n\n<p>3. The Portfolio Manager <strong>may prefer the Related Assets<\/strong> over other financial assets to which it has no affiliation, even if those assets are similarly suitable for the client.<\/p>\n\n\n\n<p>4. The <strong>nature of the affiliation<\/strong> between the Portfolio Manager and the Related Assets is as follows:<br>Ayalon Mutual Funds Ltd. is entitled to <strong>management fees and subscription charges<\/strong> for the purchase or continued holding of units in the Related Funds in the client\u2019s account.<br>The Portfolio Manager, which manages the investment portfolios of the Related Funds and may also market their units, <strong>receives payment and\/or compensation<\/strong> in connection with the purchase or continued holding of such units in the client\u2019s account.<\/p>\n\n\n\n<p>5. The <strong>list of financial assets<\/strong> to which the Portfolio Manager is affiliated, as described above, <strong>may change from time to time<\/strong>.<\/p>\n\n\n\n<p>6. The Portfolio Manager may, <strong>directly or indirectly<\/strong>, hold and trade for its own account in securities and financial assets <strong>purchased or sold from\/to the client\u2019s account<\/strong>, before and\/or during and\/or after executing such transactions on behalf of the client.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Disclosure Statement \u2013 Affiliation Appendix In accordance with Section 16A(a)(2) of the Regulation of Investment Advice, Investment Marketing, and Investment Portfolio Management Law, 5755\u20131995 (hereinafter: \u201cthe Law\u201d), Fortune Financial Assets Ltd. (hereinafter: \u201cthe Portfolio Manager\u201d) is honored to inform you that: 1. The Portfolio Manager engages in investment portfolio management and investment marketing, and not [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":607,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-962","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Disclosure - \u05e4\u05d5\u05e8\u05e6\u05f3\u05df \u05e0\u05db\u05e1\u05d9\u05dd \u05e4\u05d9\u05e0\u05e0\u05e1\u05d9\u05d9\u05dd | Fortune \u05e4\u05d5\u05e8\u05e6\u05f3\u05df | Israel<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fortune-fa.co.il\/en\/\u05d2\u05d9\u05dc\u05d5\u05d9-\u05e0\u05d0\u05d5\u05ea\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Disclosure - \u05e4\u05d5\u05e8\u05e6\u05f3\u05df \u05e0\u05db\u05e1\u05d9\u05dd \u05e4\u05d9\u05e0\u05e0\u05e1\u05d9\u05d9\u05dd | Fortune \u05e4\u05d5\u05e8\u05e6\u05f3\u05df | Israel\" \/>\n<meta property=\"og:description\" content=\"Disclosure Statement \u2013 Affiliation Appendix In accordance with Section 16A(a)(2) of the Regulation of Investment Advice, Investment Marketing, and Investment Portfolio Management Law, 5755\u20131995 (hereinafter: \u201cthe Law\u201d), Fortune Financial Assets Ltd. 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