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
