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.

Information

Information about Wictor Family Office AB
Permissions granted by the Swedish Financial Supervisory Authority
Corporate governance
Risk Management
Diversity Policy
Complaints Procedure
Privacy Policy
Guidelines for best execution of portfolio transactions
In-Advance information regarding Deposit Account Agreement (”Depåkonto”)
In-Advance information regarding Investment Savings Account Agreement (”Investeringssparkonto”)
Guidelines for customer categorization
Remuneration Policy
Publication of information in accordance with Pillar III
Price List
Approved Counterparties (Counterparty List)
Information on trading locations, counterparties and the best-practice execution
Principles for shareholder engagement

Terms & Conditions

Terms & Conditions, Wictor Family Office AB
Terms & Conditions for brokerage account (”depå”) and account
Terms & Conditions for Investment Savings Account (”Investeringssparkonto” aka ”ISK”)
Terms & Conditions for trading with financial instruments
Terms & Conditions – Portfolio Management
Terms & Conditions – Portfolio Management (Individual)
Terms & Conditions – Wictor Pro

Account Opening Documents

Accounts for private individuals (agreement)
Accounts for companies (agreement)
Investment Savings Account (agreement)

Factsheets for Our Mandates

Wictor Absolute Return
Wictor Absolute Return – ISK
Wictor Conservative
Wictor Global Balanced
Wictor Nordic Plus
Wictor Real Estate Dividend
Wictor Life

Other

Declaration Officer (Tax Agency)

Application for approval of declaration officer

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.