Scope — Brunet Partners

We never hold your money, and we never tell you where to put it.

Brunet Partners is not an investment fund, an asset manager or a financial intermediary. We do not:

receive, hold or manage client funds or assets;

select investments, manage portfolios or act as an intermediary;

express any view on whether to acquire, retain or dispose of an investment;

raise funds from the public or operate an investment vehicle.

You identify the opportunity. You make the decision. You invest directly. We act from that point onwards, on the rights attaching to what you now own.

This separation is not a formality. It is what keeps our mandate free of the conflicts that arise when the same firm recommends an investment and then reports on it.

Four disciplines.

Governance design

We begin with the position rather than the instrument: what you hold, what you can already compel, and what remains at the discretion of others. From that analysis we design the specific rights that close the gap — reserved-matter vetoes, enhanced information rights, dedicated holding structures, and where appropriate an Irish Golden Share.

Drafting is carried out by legal counsel. We design, coordinate and instruct; we do not replace the solicitor.

Implementation

Creation of the share class, amendment of the constitution, board and shareholder resolutions, CRO filings, statutory registers. The point at which a designed right becomes an existing one — and the point at which most protections quietly fail to be perfected.

Administration

Company secretarial services, custody of constitutional documents and registers, ongoing filing obligations of the structures we administer. Unremarkable work, performed continuously, over the full life of the holding. It is the least visible part of the mandate and the one that determines whether the rest survives.

Reporting

A periodic, structured statement of the position: capital structure, changes on the register, filings made, matters requiring the exercise or preservation of your rights.

Our reporting describes. It does not appraise, recommend, or express a view on the performance of the company or the merits of your holding.

Services not currently within scope.

The following are outside the present mandate and are available, if at all, only under a separate engagement: active monitoring and event alerting, attendance at board meetings as observer, and the handling of exceptional events — the exercise of a veto, a capital operation, a change of control, or a contentious matter.

We would rather name the boundary than let a client assume protection we have not undertaken to provide.

How a mandate begins.

We decline mandates where a conflict cannot be resolved — including, as a rule, where the firm already acts as accountant to the target company.

A conversation about the shareholding: what you hold, what the transaction provided for, and what remains unprotected.

Client due diligence, as required of us under Irish anti-money-laundering legislation, and a written engagement letter setting out scope, standard of performance and limits.

Design, implementation, and the recurring administration that follows.

What we do, and what we decline to do.