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Information on Tied Agent

In accordance with MiFID II Directive, a tied agent is a person or company established in a European Member State who, under the full and unconditional responsibility of only one investment firm on whose behalf it acts, promotes investment and/or ancillary services to clients or provides the services of either receiving and transmitting instructions or orders, placing financial instruments or providing investment advice on financial instruments.

Below are the details of the ISEC Wealth Management’s tied agent:

Tied Agent Name

ISEC WM Magyarország Kft.

Country of operation

Hungary

Company Registration No.

01-09-373195

National Competent Authority

Magyar Nemzeti Bank

Registration No. at Magyar Nemzeti Bank

28767989

Address of Tied Agent

Capital Square, Tower 3, 6th floor, Vaci ut 76 1133 Budapest, Hungary

Telephone

+36 20 983-75-60

E-mail

hungary@is-wm.com

Web-site

www.is-wm.eu

Time of commencement

08.03.2022
 

The tied agent is authorised to provide the following representation services on behalf of ISEC Wealth Management:

· the intermediation of the custody and registration of the financial instrument and the management of the related client account;

  • intermediation in the provision of investment loans

· advising on services relating to capital structure, business strategy and related matters and mergers and acquisitions

  • intermediation of portfolio management

· intermediation of own-account trading in currency and foreign exchange related to investment services

  • intermediation of investment advice
  • intermediation of investment analysis and financial analysis
 

Link to the information about tied agent at Magyar Nemzeti Bank:

https://intezmenykereso.mnb.hu/hu/Details/Index?LId=253357&EntityType=Institute&expandAccordions=IntezmenyAlapadatok

RISK WARNING

Investing in financial instruments involves a high degree of risk and may not be suitable to all investor. Trading in financial instruments can result in both an increase and decrease in capital. Please refer to our Risk Disclosure available in our web site for further information.

CONTRACT TERMS

For more information about the company's policies when using this website and the contract terms that are used when opening an account with ISEC, please go to CONTRACT TERMS .

Company information, Terms and conditions agreement, Portfolio management addendum, Custody addendum, Risk disclosure and warning, Conflict of interest, Order execution policy, Investor compensation fund, Client categorisation policy, Privacy policy, Commission and charges schedule, Complaints procedure for clients, Terms of use of website