Products and services

What we can do for you

The Company is authorised to provide the Investment and Ancillary Services listed below in trading with the Financial Instruments listed below, in accordance with Part I, II and III of the Law 87(I)/2017:

Investment Services

• Brokerage Services (1) - Reception and transmission of orders in relation to one or more financial instruments;
• Discretionary Managed Investment Services (4) - Portfolio management;
• Advisory Investment Services (5) - Provision of investment advice;
• Ancillary Services (1) - Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management.

Financial Instruments

1. Transferable Securities (1)
2. Money Market Instruments (2)
3. Units in Collective Investment Undertakings (3)
4. Options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices or financial measures which may be settled physically or in cash (4)
5. Options, futures, swaps, forward rate agreements and any other derivative contracts relating to commodities that must be settled in cash or may be settled in cash at the option of one of the parties (otherwise than by reason of a default or other termination event) (5)

Note: In brackets (...) is the number of the investment service as referred in the first appendix of the Law 87(I)/2017.