Authorized activities as of 27.05.2009
| Act No. 256/2004 Coll., Capital Market Undertakings Act | Financial instruments (Article 3(1)) | ||||||||||
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
|
| Investment services (Article 4(2)) | |||||||||||
| a) receiption and transmission of orders in relation to financial instruments | |||||||||||
| b) execution of orders on behalf of clients | |||||||||||
| c) dealing on own account | |||||||||||
| d) portfolio management | |||||||||||
| e) investment advice | |||||||||||
| f) operation of multilateral trading facility | |||||||||||
| g) underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis | |||||||||||
| h) placing of financial instruments without a firm commitment basis | |||||||||||
| Ancillary services (Article 4(3)) | |||||||||||
| a) safekeeping and administration of financial instruments | |||||||||||
| b) granting credits or loans to an investor | |||||||||||
| c) advise to undertakings on capital structure | |||||||||||
| d) investment research and financial analysis | |||||||||||
| e) foreign exchange services connected to investment services | |||||||||||
| f) services related to underwriting | |||||||||||
| g) services similar to investment services or ancillary services in relation to underlyings assets of derivatives | |||||||||||
| Markets in Financial Instruments Directive activities | |||||||||||