- Reception and transmission of orders in relation to one or more financial instruments; - Execution of orders on behalf of clients; - Portfolio Management; - Dealing on Own Account; - Investment Advice.
Safekeeping and administration of financial instruments for the account of clients including custodianship and related services such as cash/collateral management;
- Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instruments, where the firm granting the credit or loan is involved in the transaction; - Foreign exchange services where these are connected to the provision of investment services; - Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments.
The above services may be provided and the activities may be exercised in regard of the following Financial Instruments:
- Transferable securities. - Money-market instruments. - Units in collective investment undertakings.
Options, futures, swaps, forward rate agreements and any other derivative contracts relating to securities, currencies, interest rates or yields, or other derivatives instruments, financial indices.