Reporting to the client

We provide you full control over your assets and we will send you notifications with your order executions, statements, portfolio valuation and capital gain tax information.

Order confirmation

You can request to receive free of charge order confirmation by e-mail or/and sms. You can set this up online.

The order confirmation is sent after an order is fully executed. For partially executed orders you will receive a notification after an order cancellation or after the market close (i.e. after a trade is booked for a specific order).

Statements

Statements are sent to every client and due to security reasons you cannot cancel this service. The statement include all securities transactions, all movements on cash accounts with initial and final balances.

• You can select how the statement is delivered:
• by email: free-of-charge,
• by post: PLN 3 per mailing

Portfolio overview

Twice a year - in January and in July - we will send to your correspondence address a portfolio overview. It contains the valuation of securities respectively on 31-st DEC or 30-th JUN and the balances on your cash acounts. This service is free of charge.

Capital gain tax report - PIT 8C form

Once a year - by the end of February - we will send to all clients being a natural person, tax information about incurred income/loss for the previous year by registered mail. Information is sent only to those clients who made revenues on the sale of securities or closed positions on trading in rights to securities or in derivates in a tax year. This service is free of charge.