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| 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 |
| Investment strategy - Złoty Bond Portfolio 0-100 | download |
| Investment strategy - Złoty Portfolio 20-80 | download |
| Investment strategy - Złoty Portfolio 60-40 | download |
| Investment strategy - Złoty Portfolio 100-0 | 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 2024 | download |
| Annual Report 2023 | download |
| Annual Report 2022 | download |
| Information on the Pan-European Personal Pension Product - PEPP | Download |
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| 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 |
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| Information according to the sustainability regulation v1, 2021 | download |
| Information according to whistleblowing: | Download |
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| Whistleblowing | download |
| Special terms of providing the Coach service: | Download |
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| Special terms of providing the Coach service | download |
| Information for investors: | Download |
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| Finax Announcement of the Public Offering | download |