Survista is registered as a stock corporation in the Swiss Commercial Register. How can I contact Survista? The client can communicate with Survista in german, english, French and italian. What are the terms and conditions of the contract?
The rights and obligations between Survista and the client in connection with the provision of financial services shall be governed by the individual service agreement. This client information serves as supplementary information. In which categories are the clients classified? Survista is obliged to classify the client as a retail client, professional client or eligible counterparty.
The scope of the individual duties of conduct varies depending on the client segment. New clients are informed about their classification and existing clients are only informed about surista trading change of their existing classification. Retail Client A retail client is considered to be one who cannot be clearly assigned as a professional client or eligible counterparty category.
By being classified as a retail client, the client enjoys the highest level of protection. Trading robot basics Client Survista distinguishes between per se and elective professional clients.
All clients defined as such by the European Markets in Financial Instruments Directive MiFID II are considered to be surista trading se professional clients: Legal entities that must be licensed or supervised in order to operate in the financial markets namely commodity traders and commodity derivatives traders; local investors; other institutional investors ; Large companies; Regional governments; Other institutional investors whose principal activity is to invest in financial instruments.
Elective professional clients are retail clients who have agreed a change of client classification to professional client with Survista surista trading "Reclassification" below.
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The level of protection for a professional client is lower than for a retail client. In particular, the duties to provide information and the duties with regard to the suitability and appropriateness tests are limited for professional clients.
Eligible Counterparty According to MiFID II, the following clients are to be classified as eligible counterparties: Banks; Other authorised or regulated financial institutions; Insurance companies; Collective investment undertakings and their management companies; Pension funds and their management companies; National governments; Central banks; Supranational organisations.
Eligible counterparties shall enjoy the lowest level of protection. The obligations of conduct in connection with the provision of investment services are largely inapplicable to eligible counterparties.
In particular, Survista does not conduct a suitability or appropriateness test under any circumstances. Reclassification You have the following options for changing the client segmentation: Retail clients can request Survista to change their client segmentation to professional client.
Survista shall in no case be obliged to accept the client's request to change the client segmentation. Such a change also entails a change in the level of top binary options platforms applicable to the client.
Any change in client segmentation must be accompanied by a written agreement. The client is obliged to inform Surista trading of any changes that might affect his classification. If Survista realises that the client no longer meets the conditions of the of the client segment he is classified, Survista is obliged to act and adjust the client segmentation.
In surista trading case, Survista will inform the client immediately.
Which services are offered? Asset Management Asset management is aimed at clients who wish to entrust Survista with the discretionary management of their assets within the framework of the Survista investment policy and individually defined and surista trading criteria investment strategy.
The investment strategy considers the knowledge and experience of the make quick money 50 as well as the investment objectives and financial circumstances of the client. With an asset management agreement, Survista is authorised to make investments at its own discretion. Investment Advisory The investment advisory service is aimed at clients who wish to receive personal recommendations with regard to transactions in financial instruments.
In contrast to asset management, the respective investment decision is always made by the client. With an investment advisory agreement, the decision-making power and surista trading ultimately the investment responsibility lies solely with the client.
Deposits with investment advice may differ greatly in their orientation and structure from those with asset management. Execution-Only Transactions with financial instruments that are not based on an surista trading decision or investment recommendation of Survista, and that are surista trading out exclusively at the request of the client are treated by Survista as execution-only transactions.
In the case of transactions with non-complex financial instruments, Survista shall neither conduct a suitability nor an appropriateness test see below.
If, on the other hand, the transactions involve complex financial instruments, only an appropriateness test is carried out.
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What is meant by the suitability and appropriateness test? The suitability and appropriateness tests by Survista are based on the information provided interesting binary options strategies the client and assumes its accuracy. If the client does not provide the requested information and data, or only provides it insufficiently, Survista is not able to provide the services to the client in an appropriate manner.
Suitability Test In connection with investment advice or asset management, Survista must obtain various information from the client. This includes — as far as relevant — information on : Knowledge and experience of the client in the investment business, including: Information on the type of services, transactions and financial instruments with which the client is familiar, as well as the type, scope and frequency of transactions in financial instruments carried out by the client; in addition, educational background and occupation or previous professional activities; The client's investment objectives, including: Information on the planned investment purpose, the investment horizon, the risk tolerance and the risk profile; the financial circumstances of the client: Information on the origin and amount surista trading regular income, and regular obligations, total assets including liquid assets and real estate, and the ability to bear losses.
Only when this information has been obtained, is Survista able to provide the surista trading with suitable transactions in financial instruments within the framework of asset management or make suitable investment recommendations. Only such services and financial instruments are considered suitable by Survista, that meet the investment objectives surista trading the client; whose investment risks are financially bearable for the client; whose risks the client is able to understand on the basis of his knowledge and experience.
Appropriateness Test For execution-only transactions with complex financial instruments, Survista checks whether the client has sufficient knowledge and experience to understand the risks associated with the transaction.
Presumption for Professional Clients For professional clients per se or surista tradingSurvista assumes that the client surista trading the necessary knowledge and experience.
In addition, Survista can assume for investment advisory services that per se professional clients can financially bear the risks associated with transactions in financial instruments. If the authorised person is only collectively authorised to sign, all persons concerned must have the necessary knowledge and experience.
When assessing financial circumstances and investment objectives, Survista always focuses on the account holder.
Suitability Report As part of the investment advisory service, Survista is also obliged to provide all retail clients with a suitability report, in principle, prior to the execution of the transaction, containing both an overview of the investment recommendations made and information on the extent to which these recommendations are suitable for the client.
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If the client places an order by telephone, fax, e-mail or e-banking and the prior surista trading of the suitability report is not possible, Survista may send the client the report immediately after the transaction has been concluded, provided the client has agreed to the subsequent transmission and granted the client the option to postpone the transaction in order to receive the suitability report beforehand.
How are clients informed about the costs? Ex-Ante Disclosure Within the framework of investment advisory and asset surista trading service, Survista is obliged to disclose to the client in advance ex-ante the costs and ancillary costs of the services and ancillary investment services service costs. In addition, Survista shall disclose to the client ex-ante the costs associated with the conception and management of the financial instruments product costs. If such data are not available, the costs are disclosed on the basis of estimates.
In addition to the management fees individually agreed in the cooperation agreement, the product costs can be quantified in the range of approx. Ex-Post Disclosure Survista will disclose the actual costs incurred ex-post as part of the reporting to be provided to the client, but at least annually.
The ex-post information may deviate from the ex-ante disclosure. When does the client receive a loss threshold reporting? Such a surista trading shall be made as soon as possible after the threshold value has been exceeded. How does Survista deal with client complaints? Survista always strives to provide the best possible customer service.
Should the client, nevertheless, be dissatisfied with the service provided by Survista, he has the option of submitting any complaints to the following address: Survista Financial Advisors AG Mr.
Peter Gut p. Complaints are dealt with within surista trading reasonable time.
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From such complaints follows a continuous identification of the improvement potential as well as a corresponding optimisation of the processes. Principles for dealing with conflicts of interest Survista tries to protect and reconcile the interests of its clients, shareholders and employees. Surista trading, conflicts of interest cannot always be completely ruled out. Conflicts of interest may arise between Survista, its employees and its clients or between the clients of Survista.
In this context, Survista has taken the following measures to deal with possible conflicts of interest: Creation of a compliance function within the company which is responsible for identifying, avoiding and managing possible conflicts of interest; Creation surista trading organisational procedures to safeguard the interests of clients; Regulation on the acceptance of benefits from third parties; All employees with potential conflicts of interest in the course of their work are identified and required to disclose all their transactions in financial instruments; When executing orders [EAM] acts in accordance with its Best Execution Policy or the client's instructions; Ongoing training of employees.
Conflicts of interest that cannot be avoided by these measures are bitcoin wallet electrum to the client prior to the provision of the service.
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The recommendation of a custodian bank commissioned with the execution of investment decisions by Survista or the client, as well as the selection of a broker, is made considering the following criteria: costs, probability of execution and settlement of orders, speed of complete execution and settlement, security of settlement as well as the scope and type of service requested.
These are weighted considering the characteristics surista trading the client and the financial instruments concerned.
When executing execution-only orders, Survista forwards the client's orders exclusively in accordance with the surista trading contained in the client order.
In doing so, Survista is released from its obligation to act in the best possible interest of the client when forwarding orders. Survista is obliged to classify the client as a retail client, professional client or institutional client.
Retail Client A retail client is considered to be one who cannot be clearly assigned to the professional client or eligible counterparty category. Professional Client Professional clients are considered: Public corporations with professional treasury; Pension funds and institutions which, according to their purpose, serve the purpose of occupational pension provision, with professional treasury; Surista trading with professional treasury; Large companies; Private investment structures with professional treasury for wealthy retail clients.
A professional client has a lower level of protection than a retail client. In particular, Survista may assume for a professional client that the acting persons have sufficient experience, knowledge and expertise to make investment decisions and to adequately assess the associated risks and that the risks associated with the investment decisions are financially bearable for the client. In addition, professional clients may waive the application by Survista of the rules of conduct pursuant to Art.
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Institutional Clients Surista trading to the law, institutional clients are only regulated legal entities such as financial intermediaries under the Banking Act BAthe Financial Institutions Act FinIA and the Collective Investment Schemes Act CISAinsurance undertakings under the Insurance Supervision Act ISA ; foreign clients subject to equivalent prudential supervision; central banks; and national and supranational public corporations with professional treasury operations.
They benefit from the lowest level of protection. The rules of conduct pursuant to Art. Reclassification You have the following options for changing the client segment: Retail clients may at any time request in writing from Survista a change of client classification to professional client if they meet surista trading least one of the following criteria: The client has the knowledge necessary to understand the risks of the investments, based on personal training and professional experience or comparable experience in the financial sector, and has assets of at least CHF ,; The client has assets of at least CHF 2 million.
Pension institutions and institutions with professional treasury which, according to their purpose, serve the purpose of occupational pension provision and companies with professional treasury may declare that they wish to be regarded as institutional clients instead of professional clients; Professional clients have the option of requesting a reclassification as private client; Institutional clients may declare that they wish to be considered professional clients.
All declarations with regard to the change of client segment must always be made in writing. If Survista realises that the client no longer meets the conditions of the of the client segment he is classified, Survista is obliged to take action itself and adjust the client segmentation.
In this case Survista will inform the client immediately. Asset Management Asset management is aimed at clients who wish to entrust Survista with the discretionary management of their assets within the framework of the [EAM] investment policy and individually defined and written criteria investment strategy. In contrast to asset management, the respective investment decision is always surista trading by the client himself.
The law distinguishes between investment advice for individual transactions where the entire client portfolio is not considered transaction-based investment advice and investment advice considering the client portfolio portfolio-based investment advice. Execution-Only Transactions surista trading financial instruments that are not based on an investment decision or investment recommendation of Survista and that are carried out exclusively at the request of the client are treated by Survista as execution-only transactions.
In doing so, Survista neither performs a suitability nor an appropriateness test see below. What are the costs of working with Survista? What is the test for suitability and appropriateness?
The suitability and appropriateness surista trading by Survista are based on the information provided by the client and assumes its accuracy. If the client does not provide the requested information and data or only provides it insufficiently, Survista is not able to provide the services to the client in an appropriate manner. This includes — as far as relevant — information on: The client's knowledge and experience in relation to the agreed financial service; The client's investment objectives, including: Information on the time horizon and purpose of the investment, the client's risk surista trading and any investment restrictions; The financial circumstances of surista trading client: Information on the nature and amount of the client's regular income, assets and current and future financial obligations.
Based on this information, Survista draws up a risk profile with the client and agrees an investment strategy for the client. Appropriateness Test In the case of transaction-based investment advice, Survista must only check whether the investment recommendations made are appropriate for the client and must obtain information on the client's knowledge and experience in the investment business.
Presumption for Professional Clients If a client is classified as a professional client, Survista assumes that the client has the necessary knowledge and experience surista trading that the financial risks associated with the investment decisions or recommendations are bearable for the client. In the case of an account with two or more account holders, Survista always focuses on the person with the weakest financial circumstances or the lowest risk capacity.
Which market offer does Survista take into account when selecting financial instruments? The investment universe of Survista may include its own as well as foreign financial instruments surista trading cover the desired markets and forms of investment. Where can the client turn in the event of a dispute? Survista always strives to provide the best possible service for its customers.
Should the customer nevertheless be dissatisfied with the service provided by Survista, he has the option of initiating a mediation procedure with a recognised ombudsman "FINOS", Talstrasse 20, Zurich.
This brochure from the Swiss Banking Association contains important information about the special risks associated with options and futures transactions, structured and synthetic products, and investments in non-traditional funds and emerging markets. Please familiarize yourself with the contents of the brochure before purchasing financial instruments or using a financial service. Your surista trading advisor will be happy to provide you with further information on request.