MENU Documents required for signing at the time of conclusion of the respective brokerage services and depositary agreements are highlighted below.
In case of any questions or concerns, please do not hesitate to contact our managers.
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Terms and Conditions of Rendering Investments Services*
enforced starting from 13th June 2022 |
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History |
| Appendix 1. Overview of Risks |
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| Appendix 2. An overview of the investor protection plan as stipulated by the Guarantee Fund Act of the Estonian Republic |
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| List of documents for Account opening |
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| Application Form for a Natural Person |
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| Application Form for a Legal Entity |
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| Application Form for a Legal Entity (for credit or financial institutions) nominee |
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| Application Form for a Legal Entity (for credit or financial institutions) owner |
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Appendix 11. Tariffs* Valid from 01.10.2024 |
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| Appendix 12. Special aspects of the conclusion and execution of OTC options trades (structured products) |
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| Appendix 12.1. Trade order on OTC options (structured products) |
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| Appendix 12.2. Option exercise notice |
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| Appendix 13. Features of REPO transactions |
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| Documents for Clients | ||
| Brokerage Services Contract |
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| Brokerage Services Contract / Custodial Services Contract |
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| Custodial services contract |
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| Custodial services contract / Nominee account |
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| Banking Instructions |
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| Documents for Cyprus Branch Clients | ||
| Brokerage Services Contract |
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| Brokerage Services Contract / Custodial Services Contract |
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| Custodial services contract |
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| Custodial services contract / Nominee account |
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| Cyprus Branch Banking Instructions |
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| Packaged retail investment and insurance products (PRIIP) | ||
| Information about PRIIP |
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| KID futures |
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| KID options |
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| KID manufactures |
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| Other | ||
| Best execution policy |
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History |
| new Principles of processing and transfer of clients’ personal data |
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History |
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PERSONAL ACCOUNT USER GUIDE |
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On the prudential requirements of investment firms (Regulation (EU) 2019/2033 of the European Parliament and of the Council) |
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* - 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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