Legal documents

Juridiska dokument

Below is a summary of our legal documents. Please note that all documents are written in Swedish, thus you are welcome to contact us for any questions.

Factsheets for Funds

Factsheets for Funds

Wictor Family Office can offer its clients all the funds existing on the global market. Below you will find fund factsheets for the funds that we have specifically selected and which are part of our basic offer. Please note that all documents are written in Swedish, thus you are welcome to contact us for any questions.

Account Opening Documents

Account Opening Documents

Below is a summary of documents required to open accounts with us. Please note that all documents are written in Swedish, thus you are welcome to contact us for any questions.

To better understand the complete procedure, read more about our methodology.

Brokerage Account & Account Agreement

For private individuals
  • Account setup procedure

Brokerage Account & Account Agreement

For legal entities
  • Account setup procedure

Investment Savings Account Agreement

Only possible for private individuals
  • Account setup procedure

Mandates (Fact Sheets)

Mandates (Fact Sheets)

Below is a summary of our mandates. Please note that all documents are written in Swedish, thus you are welcome to contact us for any questions.

To see the fund we, on behalf of our clients, have cherry-picked and partnered with (with discounts of between 40-60%), visit this page.

Nordic Plus

Discretionary mandate
  • Nordic
  • Risk 6 of 7
  • Long stocks

Global Balanced

Discretionary mandate
  • Global
  • Risk 4 of 7
  • Broad market exposure

Life

Discretionary mandate
  • Global
  • Risk 4 of 7
  • Pension oriented

Conservative

Discretionary mandate
  • Global
  • Risk 3 of 7
  • Conservative/capital preserving

Real Estate Dividend

Discretionary mandate
  • South Sweden
  • Risk 7 of 7
  • Real Estate Investments

In-advance information

In-advance information

Below we have packaged the most relevant documents so that you can easily and quickly reach all the necessary conditions and information documents. Please note that all documents are written in Swedish, thus you are welcome to contact us for any questions.

Account Opening Documents

Factsheets for Our Mandates

Other

Declaration Officer (Tax Agency)

Factsheets for Funds

Wictor Family Office can offer its clients all the funds existing on the global market. Following this page you will find fund factsheets for the funds that we have specifically selected and which are part of our basic offer.