See also
Markets in Financial Instruments Directive MiFID
What is MiFID?
Look here to find basic information about MiFID
Client classification
Read about Client classification rules and the Bank's obligations
Appropriateness assessment
We will check, which investment products and services are appropriate for you
Risk description
Read about the nature of financial instruments and products and related risks
Conflict of interests
We operate in a reliable way and in the Clients' best interest
Documents
Saving products
Individual and Group Savings Plans are based on systematic purchasing of participation units of at least one Fund in the Millennium family.
Regular Saving Plan
The Regular Saving Plan is designed for individual participants and consists in regular purchases of Participation Units of at least one Fund from the Millennium range. The Regular Saving Plan permits individual definition of participation rules, including attractive discounts in handling charges.
Individual Retirement Account
IRA with investment funds is a very attractive form of investment for your future pension. As a rule funds are entrusted savings for years and as the history shows they yield significant profits. Consistent long-term investment in funds allows to fully benefit from the best times of capital market and minimise the effects of periodic fluctuations.
Expedient Investment Program
Expedient investment program Millennium TFI, this new instrument enabling long-term systematic save. Generality of participation in this program is guaranteed through wide spectrum of subfunds, about differentiated investment policy and investment risk.
Super Duet
Super Duet is a product for investors who want to significantly multiply their savings go for our offer. Part of the money is invested in a term deposit, the remainder is placed in one of the Millennium mutual funds.