INVESTMENT SERVICES - REGULATORY INFORMATION & DISCLOSURES

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.

2023 – Annual Best execution report Narrative - click here 
2023 – Annual Best execution report (App. 1) Top Five Venues - click here 
2023 – Annual Best execution report (App. 1) Top Five Venues-machine readable - 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

Sustainability Risk Policy in Investment Services and Activities - click here

Principal adverse Impacts (PAIs) Framework in Investment Services – click here

Taxonomy in Investment Services  – 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