Documents
Documents
We publish the present documents to meet the relevant legal requirements and to provide our clients with clear information about service terms, client rights, investment risks and the protective measures in place.
Terms and conditions for the wealth management services (345 KB)
Policy on avoiding conflicts of interest (159 KB)
Privacy Policy (175 KB)
Consumer disputes with a financial market participant and investigation of complaints (103 KB)
Order execution policy (162 KB)
Rules on categorisation of clients (180 KB)
Policy on safeguarding clients’ assets (127 KB)
Key information on the protection of liabilities to investors (115 KB)
A description of financial instruments and the associated risks (279 KB)
Consumer disputes with a financial market participant and investigation of complaints
Ex-Ante Tax Information
We make ex-ante tax information publicly available to promote transparency and protect our clients. This helps our clients to understand all costs associated with our services and make well-informed decisions.