General Terms for Investment Services:
General Investment Terms (May 2023) – Click here
Investment Advisory Agreement’ Special Terms (May 2023) – Click here
General Discretionary Asset Management’ Special Terms/DPMS Special Terms (May 2023) – Click here
The MiFID Information Package (May 2023)
Part 1: General Information document (May 2023) – Click here
Part 2: Risk Disclosure – overview of the main characteristics and risks of financial instruments (May 2023) – Click here
Execution venues / Brokers – click here.
2022 – Annual Best execution report Narrative - click here
2022 – Annual Best execution report (App. 1) Top Five Venues - click here
2022 – Annual Best execution report (App. 1) Top Five Venues-machine readable - click here
2021 – Annual Best execution report Narrative - click here
2021 – Annual Best execution report (App. 1) Top Five Venues - click here
2021 – Annual Best execution report (App. 1) Top Five Venues-machine readable - click here
2020 – Annual Best execution report Narrative - click here
2020 – Annual Best execution report (App. 1) Top Five Venues - click here
2020 – Annual Best execution report (App. 1) Top Five Venues-machine readable - click here
2019 – Annual Best execution report Narrative - click here
2019 – Annual Best execution report (App. 1) Top Five Venues - click here
2019 – Annual Best execution report (App. 1) Top Five Venues-machine readable - click here
2018 - Annual Best Execution report - click here
Information concerning cost and charges:
Ex-ante (Pre-trade) Information:
ESG Investment – Sustainability in Investment Services
Introduction to Bank's Sustainability Risk Policy in Investment Services and Activities - click here
SFDR financial product disclosures - click
here
Key warnings to retail investors/public by Supervisory Authorities:
- ESMA statement: Risk highlights to retail investors - 17 February 2021 – Click here
- CySEC announcement: Increased risks in periods of extremely low bank interest rates - 11 September 2019 – Click here