Legislation
| Basic contractual documentation: | |
|---|---|
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Discretionary portfolio management agreement - natural person
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General terms and conditions
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Price list
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Information for clients or potential clients
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| Investment strategies: | |
|---|---|
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Investment strategy 100% stocks / 0% bonds
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Investment strategy 90% stocks / 10% bonds
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Investment strategy 80% stocks / 20% bonds
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Investment strategy 70% stocks / 30% bonds
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Investment strategy 60% stocks / 40% bonds
|
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Investment strategy 50% stocks / 50% bonds
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Investment strategy 40% stocks / 60% bonds
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Investment strategy 30% stocks / 70% bonds
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Investment strategy 20% stocks / 80% bonds
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Investment strategy 10% stocks / 90% bonds
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Investment strategy 0% stocks / 100% bonds
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Investment strategy - Intelligent wallet
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Investment strategy - Smart deposit
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Investment strategy - Złoty Bond Portfolio 0-100
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Investment strategy - Złoty Portfolio 20-80
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Investment strategy - Złoty Portfolio 60-40
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Investment strategy - Złoty Portfolio 100-0
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| Mandatory published documentation: | |
|---|---|
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Information about financial instruments and risks
|
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Information on Investment guarantee fund
|
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Complaints policy
|
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Order execution policy
|
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Client categorization policy
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Privacy policy
|
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Site terms
|
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Information on the top five execution venues and execution quality
|
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Principles of involvement in the exercise of shareholder rights
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Concept of Protection Against Money Laundering and Terrorist Financing
|
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Annual Report 2024
|
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Annual Report 2023
|
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Annual Report 2022
|
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| Information on the Pan-European Personal Pension Product - PEPP | |
|---|---|
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Pan-European Personal Pension Product (PEPP) provision agreement
|
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Key Information Document (KID - 80-60)
|
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Key Information Document (KID - 100-60)
|
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Investment strategy PEPP - 100-60
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Investment strategy PEPP - 80-60
|
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Price list PEPP
|
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General terms and conditions PEPP
|
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Methodology for calculating SRI
|
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Information on the past performance of PEPP
|
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PEPP Benefit Statement
|
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| No consideration of adverse impacts of investment decisions on sustainability factors | |
|---|---|
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Information according to the sustainability regulation v1, 2021
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| Information according to whistleblowing: | |
|---|---|
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Whistleblowing
|
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| Special terms of providing the Coach service: | |
|---|---|
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Special terms of providing the Coach service
|
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| Information for investors: | |
|---|---|
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Finax Announcement of the Public Offering
|
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Request for consent to the transfer of shares
|
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