Forms of agreements

All forms are available in PDF format: agreements, annexes, power of attorney forms and other forms required to conclude, extend or change a brokerage agreement.

Brokerage Agreement

• Brokerage agreement
• Appropriateness TEST
• Signature form for natural persons
• Data form for legal persons
• Phone password
• Instruction of receiving all correspondence and confirmations of executed orders

Brokerage Agreement - information

• The Starting Package info is delivered to you before concluding an agreement
• Information on the order execution policy for retail clients
• Information on the order execution policy for professional clients

Annexes to the brokerage agreement

• Annex - internet, telephone, bank account
• Annex - deferred payment

Derivatives

• Derivatives agreement
• Derivatives agreement on foreign markets (in Polish only)
• Client's declaration of financial situation
• Client application form for a Client Identification Number (NIK) - for a client who does not have a NIK number
• An application for the transfer of a Client Identification Number (NIK) - for a client who has a NIK number with another Broker

Powers of Attorney

• Authorization (in Polish only)
• Cancellation of authorization (in Polish only)

Other forms

• Cancellation of brokerage agreement

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