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 (.pdf, 346 KB) Policy on avoiding conflicts of interest (.pdf, 159 KB) Privacy Policy (.pdf, 296 KB) Consumer disputes with a financial market participant and investigation of complaints (.pdf, 122 KB)

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.

2025 Portfolio management service – Value Preservation Strategy (.pdf, 77 KB) 2024 Portfolio management service – Liquidity Management Strategy (.pdf, 78 KB) 2023 Portfolio management service – Balanced Growth Strategy (.pdf, 78 KB)

Financial reports

Viešai skelbiame Ex Ante mokesčių informaciją, siekdami užtikrinti skaidrumą ir klientų apsaugą. Tai leidžia suprasti visas su paslaugomis susijusias išlaidas ir sąmoningai priimti sprendimus.

Financial reports (.pdf, 2 MB) Financial reports (.pdf, 3 MB) Financial reports (.pdf, 3 MB)