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
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.