The EU page lists these additional documents. This table explains their purposes. Exact rights and details must be read in the version applicable to the client's account.
| Document | Purpose |
|---|---|
| Investment Services Agreement | Investment services agreement and the parties' obligations |
| Key Investor Documents / PRIIPs | Standardised product, risk, cost and performance scenario information |
| Leverage and Margin Policy | Leverage, margin and position closure rules when margin is insufficient |
| Client Categorization and Regulatory Protections | Client classification and protections applicable to each category |
| Pillar III Disclosures | Regulatory disclosures about company capital and risk |
| Sustainability-Related Disclosures | The company's approach to sustainability matters |
| Professional Client Awards Terms | Incentive terms for professional clients |
| W8/W9 Tax Forms | Forms determining US-related tax status |