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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 11 February 2025

Schedule A Custody, effective from 9 August 2019 (deferred for active clients until 30 April 2020 unless agreed otherwise)

Schedule B Electronic Services, effective from 9 August 2019 (deferred for active clients until 30 April 2020 unless agreed otherwise)

Schedule C Transaction Fee Schedule, not applicable from 8 April 2020

Schedule D Coupon Revenue (USD), effective from 9 August 2019 (deferred for active clients until 30 April 2020 unless agreed otherwise)

Schedule E Coupon Revenue (RUB), effective from 9 August 2019 (deferred for active clients until 30 April 2020 unless agreed otherwise)

Schedule F Technology, effective from 9 August 2019 (deferred for active clients until 30 April 2020 unless agreed otherwise)

Schedule H Fundamental Choice (2 years), effective from 5 August 2020

Schedule I Fundamental Choice (3 years), effective from 5 August 2020

Schedule J Financial Strategy, effective from 13 January 2021

Schedule K US Stocks, effective from 13 May 2021

Risks disclosure, effective from 11 February 2025

 

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

Instructions, effective from 26 April 2021

Historic Documents Library

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