Documents

Terms and conditions for the wealth management services
Policy on avoiding conflicts of interest
Privatumo politika
Consumer disputes with a financial market participant and investigation of complaints
Order execution policy
Rules on categorisation of clients
Policy on safeguarding clients’ assets
Pagrindinė informacija apie įsipareigojimų investuotojams apsaugą
A description of financial instruments and the associated risks
Vartotojų ginčai su finansų rinkos dalyvių ir skundų nagrinėjimas
Kliento duomenų keitimo forma fiziniam asmeniui
Kliento duomenų keitimo forma juridiniam asmeniui
Informacijos visuomenei skelbimo reikalavimai
Explanation of categories of sustainability preferences
Stewardship and voting policy
The rules on calculating the value of client’s portfolio and management fees
Rules on use of benchmarks
Rules on inducements
Privacy rules for candidates’ personal data

Financial reports

Report and financial statements for 2024