Warning. This material is a marketing communication. The Private Banking portfolio management service offers investment strategies with a low to high degree of investment risk and is intended for persons who are not residents of the United States of America and who are willing to take a low to high risk associated with an investment, and therefore the risk of fluctuations in its value, or also losses of invested funds, and whose investment goal is the appreciation of assets, the creation of a financial reserve or regular income (payment of interest, dividends, income). When providing the Private Banking portfolio management service, the client’s portfolio is made up of Financial Instruments, which are mainly a share, bond, share certificate or equity participation of a collective investment entity, investment certificate, promissory note, derivative or other transferable security and funds intended for the acquisition of Financial Instruments. Investment in Financial Instruments in the management of the Private Banking portfolio is also associated with risk, the value of this investment may decrease and the return of the originally invested amount is not guaranteed.
Before you make any investment decision, see all related information about Private Banking portfolio management, including the fees you pay as a client, in the documents: Business terms for the provision of the Private Banking portfolio management service, Contract for the provision of the Private Banking portfolio management service, Fee schedule for RP Private Banking, Questionnaires and Information about IAD and the services it provides, which are available in the slovak language at the headquarters of IAD Investments, správ. spol., a.s., at the headquarters of the Intermediary or at Intermediaries who are subordinate financial agents and perform financial mediation on the basis of a contract concluded with the Intermediary.