INVESTMENT ACCOUNTS
THE DIFFERENT CLASSES AND TYPES OF INVESTMENT ACCOUNTS OFFERED BY HELLASFIN
THE DIFFERENT CLASSES AND TYPES OF INVESTMENT ACCOUNTS OFFERED BY HELLASFIN
HELLASFIN CUSTODY
The Investor may choose to monitor their investment portfolio and receive execution and custodian services provided by either HellasFin Security Services (HF2S) or one of the associated providers (Banks and Investment Services Firms).
- HellasFin Securities Services, Athens
- Credit Suisse, Zurich
- Piraeus A.E.P.E.Y., Athens
Provided that the equivalent services are offered by the respective providers (Banking Institutions) , the Investor, after request, may additionally choose to include the following:
- Debit and credit cards
- E-banking
- Financing instruments
ACCOUNT TYPES
The Investor may choose between the following account/portfolio types:
- Personal Account/Portfolio
- Joint Account/Portfolio for co-beneficiaries
- Corporate Account/Portfolio
It is noted that the use of the term Portfolio concerns cases whereby execution and custodian services are provided by HellasFin, whereas the use of the term Account concerns cases where execution and custodian services are provided by other providers (Banking Institutions).
If the services are offered by the participating providers (Banking Institutions), they may additionally choose the following account:
- Cash management account
The possibility of selecting from the aforementioned account/portfolio types is provided according to each provider’s policy for:
- EU citizens
- US citizens
- Citizens of other countries
CURRENCIES & SECURITIES
Each account/portfolio may contain cash in multiple currencies and multiple financial instruments.
Specifically:
- Cash in various currencies
- Government bonds – Bonds of Central Governments, Central Banks and Recognized International Organizations
- Exchange traded debt securities in regulated markets
- Exchange traded equities
- Exchange traded funds
- Mutual Fund coupons-shares, both foreign and domestic
Depending on the internal regulations and processes of each provider, the Investor may maintain more than one account/portfolio, as well as different accounts/portfolios for each separate currency.
FOR OPENING AN INVESTMENT ACCOUNT
Information that the Investor should be aware of before opening an investment account.
According to the demands of MiFID II, the company provides a pre-contract information package to potential Investors, which includes detailed information on the following topics:
- Investment services
- Nature and risks of financial instruments
- Client categorization
- Suitability – compatibility assessment
- Client information
- Communication – Investor Complaint Management
- Conflicts of interest
- Optimal execution
- Safeguarding of financial instruments and Investor capitals
- Costs and charges
Send us the required supporting documents
We send you the MiFID II contract electronically and you sign digitally
We open your investment account
