Our Offer:
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How to become our Client
In order to sign an Agreement for Commissioned Asset Management you are welcome to visit the nearest Point of Sales that distributes PPIM products or the headquarters of Pioneer Pekao Investment Management in Warsaw, Marynarska Street, 19a.
You will be asked to present your ID (e.g. a passport) when signing the Agreement.
On signing the Agreement a Client will deliver his assets to be managed by PPIM. In case of securities, a delivery is made by transferring them to the Client’s investment account held at CDM (Brokerage House of Pekao S.A.) (unless the assets are already deposited on the client’s account at CDM). In case of transferring money means, a Client may either transfer money to the Client’s investment account held at CDM or pay at the pay-desk to the account defined above, at a chosen branch of Pekao S.A., provided that there is a CDM Point of Sales there.
PPIM begins to manage the Client’s assets after signing the Agreement, provided that the Client’s assets stated in the Agreement have been already transferred to the investment account and their value equals or exceeds the minimum initial value for the chosen investment strategy.
In case of questions or doubts please contact us
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