Basic contractual documentation: Download
Discretionary portfolio management agreement - natural person download
General terms and conditions download
Price list download
Information for clients or potential clients download
Investment strategies: Download
Investment strategy 100% stocks / 0% bonds download
Investment strategy 90% stocks / 10% bonds download
Investment strategy 80% stocks / 20% bonds download
Investment strategy 70% stocks / 30% bonds download
Investment strategy 60% stocks / 40% bonds download
Investment strategy 50% stocks / 50% bonds download
Investment strategy 40% stocks / 60% bonds download
Investment strategy 30% stocks / 70% bonds download
Investment strategy 20% stocks / 80% bonds download
Investment strategy 10% stocks / 90% bonds download
Investment strategy 0% stocks / 100% bonds download
Investment strategy - Intelligent wallet download
Investment strategy - Smart deposit download
Mandatory published documentation: Download
Information about financial instruments and risks download
Information on Investment guarantee fund download
Complaints policy download
Order execution policy download
Client categorization policy download
Privacy policy download
Site terms download
Information on the top five execution venues and execution quality download
Principles of involvement in the exercise of shareholder rights download
Concept of Protection Against Money Laundering and Terrorist Financing download
Annual Report 2022 download
Information on the Pan-European Personal Pension Product - PEPP Download
Pan-European Personal Pension Product (PEPP) provision agreement download
Key Information Document (KID - 80-60) download
Key Information Document (KID - 100-60) download
Investment strategy PEPP - 100-60 download
Investment strategy PEPP - 80-60 download
Price list PEPP download
General terms and conditions PEPP download
Methodology for calculating SRI download
Information on the past performance of PEPP download
No consideration of adverse impacts of investment decisions on sustainability factors Download
Information according to the sustainability regulation v1, 2021 download
Information according to whistleblowing: Download
Whistleblowing download
Old documentation can be found here.
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