Regulations

Corporate documents

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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MiFID II

Information brochure

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

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

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Policy to act in the best interest of CVI Dom Maklerski sp. z o.o. clients

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Procedure for classification of clients of CVI Dom Maklerski sp. z o.o.

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Regulations for the operation of the incentive system at CVI Dom Maklerski sp. z o.o.

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Policy for the provision of brokerage services and financial instruments subject to it at CVI Dom Maklerski sp. z o.o.

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Regulations for the provision of the service of acceptance and transmission of orders or sale of financial instruments by CVI Dom Maklerski sp. z o.o.

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Regulations for the provision of offering services by CVI Dom Maklerski sp. z o.o.

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Procedure defining how to handle customer complaints about the activities of CVI Dom Maklerski sp. z o.o.

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

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Responsible investment policy

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Procedure for employees to anonymously report violations of the law and CVI Dom Maklerski sp. z o.o.'s ethical procedures and standards.

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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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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

Permit to conduct brokerage activities

Organizational structure

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

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 brochure

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

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

Policy to act in the best interest of CVI Dom Maklerski sp. z o.o. clients

Procedure for classification of clients of CVI Dom Maklerski sp. z o.o.

Regulations for the operation of the incentive system at CVI Dom Maklerski sp. z o.o.

Policy for the provision of brokerage services and financial instruments subject to it at CVI Dom Maklerski sp. z o.o.

Regulations for the provision of the service of acceptance and transmission of orders or sale of financial instruments by CVI Dom Maklerski sp. z o.o.

Regulations for the provision of offering services by CVI Dom Maklerski sp. z o.o.

Procedure defining how to handle customer complaints about the activities of CVI Dom Maklerski sp. z o.o.

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

Responsible investment policy

Procedure for employees to anonymously report violations of the law and CVI Dom Maklerski sp. z o.o.'s ethical procedures and standards.

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

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

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

Privacy policy

COOKIES policy

Legal Notice

* Documents to download are available in Polish only

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