Finax contractual documentation has changed

We take the liberty to inform you that we have made several changes in the contractual documentation.

Team Finax | News | 16. June 2020

We take the liberty to inform you that we have made several changes in General Terms and Conditions, Portfolio management contract as well as in other contractual documents. Considering our process of expansion abroad, we adapt the content of the contracts to European directives and international standards. We omit regulations and references to Slovak laws, where the text allows it. At the same time, we increase the level of relationship transparency in the process of providing investment advisory.

The amended Client Documentation will enter into force on 1.7.2020 to the extent set forth below. The complete versions of the documents are available to our clients beginning on 16.06.2020 in the Finax, o.c.p., a.s. headquarters on Bajkalska 19B, Bratislava and on the links set forth. For better overview, you can find the final versions of documents with the visible changes in the attachment. 

Actual documents:


Thank you for investing intelligently. 

Rate article:
Finax contractual documentation has changed
Rating: 3.8 4
Team Finax
Team Finax
No keywords found
Share article
| |

Most read articles

29. March 2018

Why do we rebalance our portfolios?

Finax has brought automated regular rebalancing as one of several novelties to the Slovak market. What does this foreign word mean and what benefits does it offer for your investment?

Read more
10. September 2018

MUDr. Milan Brežný - why did I become a client of Finax

Thanks to Finax blogs, Mr. Brežný found out that he has been using unprofitable saving products. „I regret that; I could have earned twice more.“ Read the story of how he became our client.

Read more
1. April 2018

Finax beats mutual funds and their performance

Finax Intelligent Investing beats the vast majority of its competitors. Take a look at how Finax outperforms the best-selling mutual funds in Slovakia.

Read more
19. November 2018

Do not try to time the markets, you will earn less

Every day, we witness the vain effort of investors trying to time their investments. Many people postpone it for years with the naive hope of a more profitable purchase. However, this is a pointless effort that robs them of earnings. In the end, those who are scared and who speculate, render their wealth worthless.

Read more