In person at Millennium Branch

Only for clients holding or opening a bank account with Bank Millennium!

STEP 1: please read the following documents:

• brokerage service rules and regulations,
• agreement for execution of buy/sell orders of financial instruments and holding cash and securities accounts,
• information required by MiFID,
• fees and commissions.
  

STEP 2: please prepare the following documents and information:

for residents:

• personal ID form or passport,
• NIP (tax identification) number,
• bank account numbers for transfers from the investment account to bank accounts in Poland - only if Investor wishes to use remote transfer option.

for non-residents:

• passport,
• bank account numbers, as above.

STEP 3: please go to one of over 450 Bank Millennium branches
Additional information - what you should know about the documents and rules of executing agreements with Bank Millennium.

• for agreement for spouses with community property regime - the above requirements apply to both spouses,
• documents to be completed:
  • framework agreement for rendering financial services by Bank Millennium,
  • suitability test for services and instruments and financial products offered by Bank Millennium,
  • agreement for execution of buy/sell orders of financial instruments and holding cash and securities accounts,
  • Investor Information From - compliant with the market standard (required by MiFID),
  • Investor Signature Specimen Sheet,
  • statement about agency of Bank Millennium S.A. in services rendered by Millennium Dom Maklerski S.A.
    
    and optionally:
  • form with password - only if Investor activates phone order option,
  • application for internet service conditions - only where Investor activates internet service access for a proxy,
  • appendix with bank accounts - only if Investor activates phone or internet transfer orders from investment account to other bank accounts,
  • power of attorney to manage the account - only if given to third party,
• if the phone order option is activated - Investor will receive the password necessary to place instructions by phone from Millennium DM by mail,
• if the internet service option is activated - Investor will receive login and password necessary to place orders via the internet from Millennium DM by mail,
• proxy may give instructions after filing signature specimen with Millennium DM,
• Millennium DM charges no fee for opening an account; account maintenance fee is:
  • PLN 0 - if in a given quarter there were no operations in the account effected according to Investor's instructions,
  • PLN 13 quarterly - in other instances.