Documents

Rules and standards of contracts

Customer Service Point ProService Finteco Sp. z  o. o. as a Distributor of Shares, below provide the Terms and Conditions of the Contract for Phone and Internet Services for the respective Investment Funds Companies.

Example of withdrawal declaration

Example of declaration of notification of the right of withdrawal and receipt of a model statement.

 

AgioFunds TFI S.A.:

Terms of use of Transactional and Informational System (STI)

Altus TFI S.A.:

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Altus TFI S.A. (Raiffeisen SFIO Parasolowy):

Terms of use of Telephone Service and IVR System

Agreement for use of Telephone Service and IVR System (form)

MetLife TFI S.A.:

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

Aviva Investors Poland TFI S.A.:

Terms of use of Transactional and Informational System Aviva Investors 24

Agreement for use of the Transactional and informational System  Aviva Investors 24 for individual users and  juveniles

Agreement for use of the Transactional and informational System  Aviva Investors 24 for business and institutions

Terms of use of Transactional and Informational System (STI)- Applies to minors and their statutory representatives

BPH TFI S.A.:

Terms of use of Transactional and Informational System BPHTFI24

Agreement for use of the Transactional and informational System  BPHTFI24 for individual users

Agreement for use of the Transactional and informational System  BPHTFI24 for business and institutions

BPS TFI S.A.:

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

Copernicus Capital TFI S.A.

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

IFM Global Funds:

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

NN Investment Partners TFI S.A.:

Terms of use of  the telephone customer service telephone systems NN and Internet customer service system EFundusze NN

Declaration of agreement /change of data/ termination of agreement  for use of the telephone customer service and Internet customer service within Employee Pension Program

Declaration of agreement /change of data/ termination of agreement  for use of the telephone customer service and Internet customer service within Employee Investment Program

Money Makers TFI S.A. (Alior SFIO):

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Ipopema TFI S.A. (Ipopema m-INDEKS, Ipopema SFIO):

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users and juveniles

Agreement for use of the Transactional and informational System for business and institutions

Millennium TFI S.A.:

Terms of use of Transactional and Informational System (STI)

Noble Funds TFI S.A.:

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Open Finance TFI S.A.:

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

Opera TFI SA (DB FIO):

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Opera TFI S.A. (NOVO FIO):

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)

Skarbiec TFI S.A.:

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

Superfund TFI S.A.:

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users and juveniles

Agreement for use of the Transactional and informational System for business and institutions

TFI BGŻ BNP Paribas  S.A.:

Please be informed that ProService Finteco Sp. z o. o. on 30th  of June 2017 will cease distribution of units of funds managed by TFI BGŻ BNP Paribas S.A. via telephone and IVR system, due to the termination of agreements for use of the Telephone Service and IVR System on the basis of § 7 pt. 3 Agreement for use of Telephone Service and IVR System

Terms of use of Transactional and Informational System (STI)

Agreement for use of the Transactional and informational System for individual users

Agreement for use of the Transactional and informational System for business and institutions

TFI AGRO SA:

Terms of use of Telephone Service

Agreement for use of Telephone Service and IVR System (form)