Familiarize yourself with the documents of U.P. o.c.p., a.s.

Before providing an investment service to non-professional clients, read all U.P. o.c.p., a.s. documents. By signing the agreement you agree with their content.

Personal Data Protection

Personal data protection principles

Documents

Contract documentation

Portfolio management agreement ( Model Agreement for UP Dynamik - one - off investment )

Portfolio management agreement ( Model Agreement for UP Dynamik PP )

Portfolio management agreement ( Model Agreement for UP Dynamik PV )

Portfolio management agreement ( Model Agreement for UP Upik - one - off investment )

Portfolio management agreement ( Model Agreement for UP Upik PP )

Portfolio management agreement ( Model Agreement for UP Upik PV)

Portfolio management agreement ( Model Agreement for UP Renta )

Portfolio management agreement ( Model Agreement for UP Dividend )

Portfolio management agreement ( Model Agreement for UP Flexi )

General business conditions for the provision of investment services for the management of the UP products portfolio

Commission contract for arranging purchase or sale of securities

Mandate contract for arranging purchase or sale of securities

General Terms and Conditions UP ocp, as

Price list of services

Request for withdrawal from the Client's Contractual Account

Termination of the portfolio management agreement

Investment strategies

Investment strategy UP 60

Investment strategy UP 70

Investment strategy UP 80

Mandatory published documents

Information for clients about the Investment Guarantee Fund

Principles and rules of categorization and changes in client categorization

Strategy of orders execution

Information for clients and potential clients about financial instruments and about risks related to financial instruments

Pre-contractual information before providing investment services to non-professional clients

Notice for non - professional clients

Securities Broker Code of Ethics

Complaint procedure

Complaint procedure