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BAVL 0,2853 0,2877 0,2887 +0,28% CEEN 11,245 11,279 11,25 -1,18% DOEN 18,51 18,68 18,5 -0,11% MSICH 3 217 3 241 3 217 -0,68% UNAF 141,6 142,5 142,5 -1,38%

How Does One Become an Investor?

I. Document Execution

List of documents required to conclude a brokerage contract:
- Brokerage contract – 3 copies;
- Consent to personal data processing;
- Questionnaire;
- Copy of the passport (signed by the passport holder on each page);
- Copy of the certificate of taxpayer’s ID (signed by the owner);
- Copy of the statement of opening of the client’s current account with a bank.

List of documents required to open a securities account:
- Securities account service agreement – 2 copies;
- Addendum agreement to the securities account service agreement – 2 copies;
- Questionnaire of a securities account;
- Application for opening of a securities account;
- Signature card;
- Consent to personal data processing;
- Questionnaire;
- Certified copy of the client’s passport;
- Certified copy of client’s tax ID;
- Original of the Statement of opening of current account with a bank.

 

II. Effecting a Transaction

Upon signature of the Brokerage Contract and opening of a securities account, the Client transfers money to the broker’s account and signs a Purchase Order for investment certificates.

Based on the Order received from the Client, the Broker purchases investment certificates placed to the Client’s account opened with the Depository.

EXCHANGE RATES
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FUND'S PORTFOLIO

1. Securities of Ukrainian issuers with growth potential;
2. Corporate rights in undervalued companies;
3. Commercial real estate;
4. Energy-efficient technologies;
5. Companies operating in power, machine-building and transportation industries.

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