Portfolio Management

Portfolio Management Services Agreements

Сustomer Notice in accordance with the Distance Marketing of Financial Services to Consumers Act of 2004 (242(I)/2004), effective from 11 February 2025

Portfolio Management Rules, effective from 1 July 2025

Schedule A Custody, effective from 14 April 2025

Schedule B Electronic Services, effective from 14 April 2025

Schedule H Fundamental Choice (2 years) (only for existing clients), effective from 14 April 2025

Risks disclosure, effective from 14 April 2025

Terms of Business and Related Documents (only for existing clients)

Terms of Business (only for existing clients), effective 4 April 2017

Appendix 3. Portfolio Management Rules, effective from 7 March 2019

Appendix A to Portfolio Management Rules, effective from July 23, 2013

Appendix B to Portfolio Management Rules, effective from June 14, 2016

Appendix 5. Custody Rules, effective 8 July 2015

Acknowledgement of Risks, effective 9 February 2015

Historic Documents Library

In the light of the tense geopolitical situation and the introduction of a number of restrictions by competent authorities we remind you that is a Client responsibility to ensure that his transactions and other operations are in compliance with the applicable regulatory requirements including but not limited to sanctions imposed by any governmental or intergovernmental authority. Therefore, prior to making any transactions or other operations or where you may receive any funds or other assets you should carefully consider the relevant regulatory requirements including but not limited to sanctions and where necessary seek professional advice regarding your rights and obligations in accordance with applicable regulatory requirements.