Account informationΒΆ
This component provides information about the active brokerage account to which you are currently logged in. It also presents the Client`s personal data.
The component has been divided into several sections, comprising various sets of information. Individual sections contain the following data:
User details
Person type - designation of the account owner, co-owner, plenipotentiary, or person authorized to the Individual Retirement Account (IKE)
Name and surname - first and last name of the Client
Type, series and number of ID document - details of the main identity document
Registered address
Client`s registered address:
Street address - street and house number of the Client`s registered address
Zip code, city - city and postcode of the Client`s registered address
Country - country of the Client`s registered address
Address for correspondence
The Client`s address for correspondence.
In addition, this section includes the contact details that shall be used by the Brokerage House to get in touch with the Client:
Fixed-line phone - registered number of the Client`s fixed-line phone
Mobile - registered number of the Client`s mobile phone
E-mail - registered address of the Client`s electronic mail
Note
In order to change your personal data or contact details, please visit the nearest branch of your Brokerage House
Data for taxation purposes
This section specifies the Client`s tax office and Taxpayer Identification Number registered in the system:
TIN - registered Taxpayer Identification Number of the Client
Tax office - name of the tax office registered for the Client
Street address - street and house number of the tax office registered for the Client
Zip code, city - city and postcode of the tax office registered for the Client
Bank accounts for pay-ins
Bank accounts registered for payments into the brokerage account:
Account number - number of the bank account intended for pay-ins with additional symbol of currency
Bank name - name of the bank account intended for pay-ins
Bank accounts for money transfers
Bank accounts registered for making money transfers from the brokerage account:
Account number - 26-digit number of the bank account for money transfers with additional symbol of currency
Bank name - name of the bank account for money transfers
Account type - type of the bank account
MiFID assessment
Data concerning the Client categorization in accordance with the Markets in Financial Instruments Directive (MiFID)
Persons authorized to the account
The list of persons (including their types) that are authorized to the account:
Name and surname - first and last name of the person authorized to the account
Type of ownership - type of ownership rights held by the person authorized to the account to which you are currently logged in
Annexes
The list of active annexes to the brokerage account agreement. The following annexes can be signed:
Linked bank account (for reciprocal availability of accounts)
If this annex is active, the following bank account details are presented:
Account number - 26-digit number of the linked bank account
Bank name - name of the linked bank account
Deferred payments (DP)
If this annex is active, the system presents a list of deferred payment rights, including the deferred portion of payment for orders and commissions, depending on the market for orders and the group of quotations for securities:
Market for orders - orders market appropriate for the given deferred payment annex
Group of quotations - group of quotations for securities eligible for deferred payments under the given annex
DP limit - maximum amount of payment that can be deferred under the given annex
Deferred net value - percentage of the net value of an order that will be subject to deferred payment if such order is placed with the DP option
Deferred commission - percentage of the commission payable on an order that will be subject to deferred payment if such order is placed with the DP option
Derivative instruments
If this annex is active, the system presents a list of portfolios for which a maintenance margin account is kept, including the following details:
CCN - unique Client Classification Number
Notification method - registered method of sending maintenance margin calls to the Client, applicable to all portfolios
Portfolio - number of the portfolio for which a maintenance margin account is kept
Group of quotations - group of quotations for securities being subject to the annex for derivatives
Set of standards - name of the set of standards for issuances of derivative instruments that can be traded within the given portfolio
Margin ratio - margin ratio for the given portfolio
Limit of open positions - limit of open derivative positions in the given portfolio
Commissions
Comission rates are assigned to certain channel:
Internet - rate of commission for orders placed over the Internet (this is via the Internet system to which you are currently logged in)
Phone - rate of commission for orders placed over the phone (if a relevant agreement has been signed)
CSP - rate of commission for orders placed at the Customer Service Point
Foreign markets
If user has active annexes for foreign markets there is also a list of availabale markets.
Consents and statements
The component allows you to obtain information about current approvals and statements. The Edit consents button located below allows you to define consents.
Clicking the Confirm button saves the consent.