Documents

Terms and conditions for the wealth management services (345 KB) Review Policy on avoiding conflicts of interest (159 KB) Review Privacy Policy (295 KB) Review Consumer disputes with a financial market participant and investigation of complaints (103 KB) Review Order execution policy (199 KB) Review Rules on categorisation of clients (180 KB) Review Policy on safeguarding clients’ assets (127 KB) Review Key information on the protection of liabilities to investors (115 KB) Review A description of financial instruments and the associated risks (279 KB) Review Consumer disputes with a financial market participant and investigation of complaints Review Client data change form for individuals (63 KB) Review Client data change form for a legal entity (62 KB) Review Informacijos visuomenei skelbimo reikalavimai (71 KB) Review Explanation of categories of sustainability preferences (168 KB) Review Stewardship and voting policy (165 KB) Review The rules on calculating the value of client’s portfolio and management fees (175 KB) Review Rules on use of benchmarks (164 KB) Review Rules on inducements (105 KB) Review Privacy rules for candidates’ personal data (165 KB) Review List of posts candidate to the (non-)criminal record requirement (109 KB) Review