CUSTOMIZED PROVISION OF BROKERAGE SERVICES 

Being an active Investor or being in possession of heavy capital, you may have a broker-dealer to yourself to help you invest your money in a professional way. Benefit from Customized Provision of Brokerage Services. As a result, you will be able to spend your time enjoying your pastimes or devote it to your professional work, while our employee will be taking care of our investments.

Customized Brokerage Services are provided by authorized broker-dealers based on the information specified in a proper questionnaire you will be asked to fill in while signing a brokerage agreement. The questionnaire will help us to identify your investment preferences and tendency to take an investment risk on the capital market.

The range of Customized Services includes:

• provision of professional and current information on the capital market trends and particular stocks,
• individual investment recommendations adjusted accordingly to your preferences  and requirements of your portfolio,
• monitoring of your securities portfolio and assessment of rationale for maintaining  certain assets.

Customized Services are provided free of charge on condition that:

• assets entered on your account are not less than PLN 500,000.

For further information

Please call us at +48 61 856 50 57 or +48 61 856 43 67 or send your query to Pawel.Kubiak@bzwbk.pl or Tomasz.Lesniewski@bzwbk.pl