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ALL DOCUMENTS
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All documents for public access are provided here.
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Terms of business
Dormant Account Policy.
ICF Information
Conflict of interest policy.
Data protection policy.
Cookies policy.
PILLAR III 2022
Execution policy.
Complaints management policy.
Client complaint form.
Letter of application for natural persons
Letter of application for legal entities
Questionnaire for legal entities
Questionnaire for natural persons
FEE SCHEDULE. Expert
Clients categorisation policy.
ICAAP 2020
FEE SCHEDULE. Smart
Packaged Retail and Insurance-based Investment Products (PRIIPs) - Key Information Documents (KIDs).
​Portfolio Management Agreement -Individual
RTS 28 2022
​Portfolio Management Agreement -Appendix 1-12
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