Terms&Conditions, fees and etc.

Document name	Download
Terms and Conditions of Rendering Investments Services* enforced starting from 13th June 2022		History
Appendix 1. Overview of Risks
Appendix 2. An overview of the investor protection plan as stipulated by the Guarantee Fund Act of the Estonian Republic
List of documents for Account opening
Application Form for a Natural Person
Application Form for a Legal Entity
Application Form for a Legal Entity (for credit or financial institutions) nominee
Application Form for a Legal Entity (for credit or financial institutions) owner
Appendix 11. Tariffs* Valid from 01.10.2024		History
Appendix 12. Special aspects of the conclusion and execution of OTC options trades (structured products)
Appendix 12.1. Trade order on OTC options (structured products)
Appendix 12.2. Option exercise notice
Appendix 13. Features of REPO transactions
Documents for Clients
Brokerage Services Contract
Brokerage Services Contract / Custodial Services Contract
Custodial services contract
Custodial services contract / Nominee account
Banking Instructions
Documents for Cyprus Branch Clients
Brokerage Services Contract
Brokerage Services Contract / Custodial Services Contract
Custodial services contract
Custodial services contract / Nominee account
Cyprus Branch Banking Instructions
Packaged retail investment and insurance products (PRIIP)
Information about PRIIP
KID futures
KID options
KID manufactures
Other
Best execution policy		History
new Principles of processing and transfer of clients’ personal data		History
PERSONAL ACCOUNT USER GUIDE
On the prudential requirements of investment firms (Regulation (EU) 2019/2033 of the European Parliament and of the Council)

* - The version of the document is valid from 22.11.2021. Previous version of the document has been moved to the history page.

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Terms&Conditions, fees and etc.

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