Regulations - CVI Dom Maklerski sp. z o.o.

Corporate documents

Procedure of reporting violations of the law and CVI Dom Maklerski sp. z o.o.'s ethical procedures and standards.

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Corporate Governance Principles

Corporate governance principles for supervised institutions

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Evaluation of the Application of Corporate Governance Principles in 2022

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Evaluation of the Application of Corporate Governance Principles in 2021

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Evaluation of the Application of Corporate Governance Principles in 2020

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Evaluation of the Application of Corporate Governance Principles in 2019

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Evaluation of the Application of Corporate Governance Principles in 2018

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Evaluation of the Application of Corporate Governance Principles in 2017

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Evaluation of the Application of Corporate Governance Principles in 2016

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Evaluation of the Application of Corporate Governance Principles in 2015

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Information for customers and potential customers

Information brochure

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General description of financial instruments and risks associated with investing in these instruments

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Policy of providing brokerage services and financial instruments which are its subject at CVI Dom Maklerski sp. z o.o.

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Terms and conditions of the service offered by CVI Dom Maklerski sp. z o.o.

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Regulations on the provision of services related to the acceptance and transmission of orders or the sale of financial instruments by CVI Dom Maklerski sp. z o.o.

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Client classification procedure CVI Dom Maklerski sp. z o.o.

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Procedure specifying the method of handling customer complaints regarding the activities of CVI Dom Maklerski sp. z o.o.

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Policy of acting in the best interests of clients of CVI Dom Maklerski sp. z o.o.

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Regulations on the functioning of the incentive system at CVI Dom Maklerski sp. z o.o.

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Regulations on managing conflicts of interest at CVI Dom Maklerski sp. z o.o.

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ESG

Information pursuant to Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector 2023

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Responsible investment policy

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Capital Adequacy

Information policy on capital adequacy

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Capital adequacy information and financial statements for 2022

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Capital adequacy information and financial statements for 2021

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Capital adequacy information and financial statements for 2020

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Capital adequacy information and financial statements for 2019

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Capital adequacy information and financial statements for 2018

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Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2022

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Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2021

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Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2020

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Documents to download

Corporate documents

Permit to conduct brokerage activities

Organizational structure

Information policy of CVI Dom Maklerski sp. z o.o.

Procedure of reporting violations of the law and CVI Dom Maklerski sp. z o.o.'s ethical procedures and standards.

Corporate Governance Principles

Corporate governance principles for supervised institutions

Evaluation of the Application of Corporate Governance Principles in 2022

Evaluation of the Application of Corporate Governance Principles in 2021

Evaluation of the Application of Corporate Governance Principles in 2020

Evaluation of the Application of Corporate Governance Principles in 2019

Evaluation of the Application of Corporate Governance Principles in 2018

Evaluation of the Application of Corporate Governance Principles in 2017

Evaluation of the Application of Corporate Governance Principles in 2016

Evaluation of the Application of Corporate Governance Principles in 2015

Information for customers and potential customers

Information brochure

General description of financial instruments and risks associated with investing in these instruments

Policy of providing brokerage services and financial instruments which are its subject at CVI Dom Maklerski sp. z o.o.

Terms and conditions of the service offered by CVI Dom Maklerski sp. z o.o.

Regulations on the provision of services related to the acceptance and transmission of orders or the sale of financial instruments by CVI Dom Maklerski sp. z o.o.

Client classification procedure CVI Dom Maklerski sp. z o.o.

Procedure specifying the method of handling customer complaints regarding the activities of CVI Dom Maklerski sp. z o.o.

Policy of acting in the best interests of clients of CVI Dom Maklerski sp. z o.o.

Regulations on the functioning of the incentive system at CVI Dom Maklerski sp. z o.o.

Regulations on managing conflicts of interest at CVI Dom Maklerski sp. z o.o.

ESG

Information pursuant to Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector 2023

Responsible investment policy

Capital Adequacy

Information policy on capital adequacy

Capital adequacy information and financial statements for 2022

Capital adequacy information and financial statements for 2021

Capital adequacy information and financial statements for 2020

Capital adequacy information and financial statements for 2019

Capital adequacy information and financial statements for 2018

Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2022

Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2021

Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2020

Information referred to in Article 110w (1), (4), (5) of the Act of July 29, 2005 on trading in financial instruments for the year 2019

Engagement policy of CVI Dom Maklerski sp. z o.o.

Report on the implementation of the 2022 Engagement Policy

Report on the implementation of the 2021 Engagement Policy

Report on the implementation of the 2020 Engagement Policy

GDPR

Privacy policy

COOKIES policy

Legal Notice

Legal Notice

* Documents to download are available in Polish only

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