Overview
Santander Towarzystwo Funduszy Inwestycyjnych is an investment fund company that offers investment funds, retirement solutions, and services for institutional clients. It provides tools such as calculators for individual retirement accounts (IKE and IKZE) and focuses on investment strategies in areas like bond funds. The company also engages in educational webinars about financial planning for retirement.
Financials
The financial statement for 2022 has not yet been filed with the Financial Document Repository (past deadline).
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2021.
Results vs industry
Industry
Bank accounts
Registered as a VAT taxpayer on 1998-02-16. Active
08 1090 1362 0000 0001 5449 5333
87 1030 1508 0000 0008 1980 7001- 89 1090 1362 0000 0000 3607 7730
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Apr 22, 2016 | Merger registered |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active |
Authorized Representatives
Manner of representation
President of the Management Board independently, two members of the management board acting jointly, one member of the management board acting jointly with a commercial proxy
Supervisory board
Beneficial owners
| Person | Rights | |
|---|---|---|
Szymon Borawski-Reks (47)  | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Grzegorz Wojciech Borowski (49) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Marcin Groniewski (51) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Janusz Władysław Korpa (56) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy InwestycyjnychS.A. | $40,129,559.04 | generali-investments.pl | ||
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| Caspar Asset ManagementS.A. | $12,350,075.34 | caspar.com.pl | ||
| White Berg Towarzystwo Funduszy InwestycyjnychS.A. | $10,723,287.00 | whitebergtfi.pl | ||
| Opoka Towarzystwo Funduszy InwestycyjnychS.A. | $7,076,928.50 | opokatfi.pl | ||
| OperaS.A. | $541,287.64 | opera.pl | ||
| Investleansp. z o.o. | $220,525.97 | investlean.pl | ||
| Financial Mattersp. z o.o. | $111,060.91 | financialmatter.com.pl | ||
| Staropolskie Towarzystwo Inwestycyjnesp. z o.o. | $54,124.20 | stinvest.pl | ||
| Omnicosp. z o.o. | $321.06 | omnico.pl |
Change history
| Date | Event | |
|---|---|---|
| 2026-04-24 | Name change (Santander Towarzystwo Funduszy Inwestycyjnych → Erste Towarzystwo Funduszy Inwestycyjnych) | |
| 2024-04-16 | Address change (Pl. Władysława Andersa 5, 61-894, Poznań → Ul. Wierzbięcice 1a, 61-569, Poznań) | |
| 2018-09-07 | Name change (Bz Wbk Towarzystwo Funduszy Inwestycyjnych → Santander Towarzystwo Funduszy Inwestycyjnych) | |
| 2017-04-20 | Address change (Plac Wolności 16, 61-739, Poznań → Pl. Władysława Andersa 5, 61-894, Poznań) | |
| 2016-03-31 | Share capital change (13,202,000.00 PLN → 13,500,000.00 PLN) |
FAQ
Last updated: 2026-07-16