Activities

 

1. Reception and transfer of the order concerning one or more financial instruments

2. The execution of the order for the Client’s account

3. Portfolio management

4. Investment counseling

5. The services relating to the execution of an offer, or sale of the financial instruments without the redemption obligation  

 

 

 1. Storage and administration of the financial instruments for the client’s account, including the actions relating to custody, such as governing funds or insurance instruments

2. Providing credits or loans to the investors in order to conclude the transaction with one or more financial instruments, if the transaction includes company which gives loans or credits.

3. Counseling regarding the structure of capital, business strategies and similar issues, as well as counseling and services regarding mergers and market shares.

4. Services of foreign currency accounts if connected with actual investment services

5. Investment research and the financial analysis, as well as other recommendations regarding to transactions that include financial services. 

6.  Investment services and activities and all the accompanying services that refer to subscribed assets, from the Article 3. line 1, point 2, subpoint d., indent 2., 3., 4. and 7 of the Capital Market Act when these investment services and activities are joined in the investment or additional services.