This section contains all documents, lists, and forms which can be downloaded. Please read them carefully. You fill find all the necessary materials for natural persons and legal entities.
Documents
| Terms and conditions valid from 1. 1. 2026 | Open |
| List od Fees valid from 23. 1. 2026 | Open |
| Master Investment Services Agreement | Open |
| Form for trading with U.S. equities – individual | Open |
| Form for trading with U.S. equities – legal entity | Open |
| Financial Collateral Agreement | Open |
| Annex on Margin Trading | Open |
| Long-term investment product agreement | Open |
| Investment questionnaire | Open |
| Annex on Short-Selling | Open |
| Patria contact details and bank account numbers | Open |
| CSOB funds parameters | Open |
| Form FATCA - passive entities (W-8BEN-E) | Open |
| Tax residency BO of passive entity | Open |
| Terms and conditions - Long-term investment product valid until 31. 12. 2025 | Open |
| Terms and conditions - Long-term investment product valid from 1. 1. 2026 | Open |
| List of banks where clients’ funds are held by Patria Finance | Open |
| List of execution venues | Open |
| List of counterparties | Open |
| Foreign Account Tax Compliance Act | Open |
| Citizens or residents of the USA | Open |
| Certification of tax residency - individual | Open |
| Information on the processing of personal data | Open |
| Security of and Access to the Brokerage Account | Open |
| KBC Group Embargo Policy | Open |
| Criminal liability of legal entities | Open |
| Corporate actions | Open |
| Anti-corruption policy | Open |
| Conflict of Interest Policy Patria Finance, a.s. | Open |
| Information on financial instruments and related risks | Open |
| Information on the Order Execution Policy | Open |
| Memorandum on Investments Sustainability | Open |
| Information on the Protection of Clients' Property | Open |
| Classification of Clients | Open |
| Services accessibility for people with health impairments | Open |
| Principles of providing investment advisory service and other investment services | Open |
| Complaints Rules | Open |
| Cumulative effect of costs on return when providing investment services | Open |
| Whistleblowing - reporting harmful conduct | Open |
| Withholding tax rates for dividend income | Open |
| Sustainable Investment – Regulation | Open |
| Amendment to the contract for changing client's identification serves for the notification of change of client’s permanent address, last name and ID's information |
Open |
| Amendment to the contract for changing client's bank accounts serves for the notification of changes, additions or cancellation of bank account number |
Open |
| Authorization serves for adding the authorized person |
Open |
| Request for securities transfer between clients of Patria | Open |
| Request for a transfer of cash funds and securities into a Long-term Investment Product | Open |
| Request for the transfer of funds serves for one-off transfer of funds from the client‘s brokerage account to the client‘s private bank account, which is filed in the Patria database |
Open |
| Request for securities transfer to Patria Finance serves for securities transfer from another brokerage company to Patria Finance |
Open |
| Revocation of authorization serves for removing the authorized person |
Open |
| Request for securities transfer from Patria serves for security transfers from Patria to another broker |
Open |
| Request for an employer’s contribution to Long-Term Investment Product | Open |
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| List of Fees valid from 15 June 2024 to 31 October 2024 |
Open |
| List of Fees valid from 1 March 2023 to 31 July 2023 |
Open |
| List of Fees valid from 3 January 2022 to 31 July 2022 |
Open |
| List of Fees valid from 1 July 2020 to 14 May 2021 |
Open |
| List of Fees valid from 1 January 2018 to 9 June 2019 |
Open |
| List of Fees valid from 1 June 2017 to 2 July 2017 |
Open |
| List of Fees valid from 1 February 2017 to 31 May 2017 |
Open |
| List of Fees valid from 1 March 2016 to 30 June 2016 |
Open |
| List of Fees valid from 1 September 2015 to 31 December 2015 |
Open |
| List of Fees valid from 1 January 2015 to 30 June 2015 |
Open |
| List of Fees valid from 22 September 2014 to 17 November 2014 |
Open |
| Terms and Conditions valid from 15 June 2024 to 31 October 2024 |
Open |
| Terms and Conditions valid from 1 March 2023 to 31 July 2023 |
Open |
| Terms and Conditions valid from 3 January 2022 to 31 July 2022 |
Open |
| Terms and Conditions valid from 11 January 2021 to 14 May 2021 |
Open |
| Terms and Conditions valid from 10 June 2019 to 30 June 2020 |
Open |
| Terms and Conditions valid from 1 December 2016 to 31 December 2017 |
Open |
| Terms and Conditions valid from 1 July 2014 to 31 October 2015 |
Open |
| Terms and conditions - Long-term investment product valid from 15 June 2024 to 31 October 2024 |
Open |
| Claim Conditions valid from 1 November 2015 to 9 June 2019 |
Open |
| List of counterparties valid from 22 March 2021 to 1 May 2022 |
Open |
| Information on the Order Execution Policy valid from 15 November 2019 to 21 March 2021 |
Open |
| List of Fees valid from 1 August 2023 to 14 June 2024 |
Open |
| List of Fees valid from 1 August 2022 to 28 February 2023 |
Open |
| List of Fees valid from 15 May 2021 to 2 January 2022 |
Open |
| List of Fees valid from 10 June 2019 to 30 June 2020 |
Open |
| List of Fees valid from 1 September 2017 to 31 December 2017 |
Open |
| List of Fees valid from 3 July 2017 to 31 August 2017 |
Open |
| List of Fees valid from 1 July 2016 to 31 January 2017 |
Open |
| List of Fees valid from 1 January 2016 to 29 February 2016 |
Open |
| List of Fees valid from 1 July 2015 to 31 August 2015 |
Open |
| List of Fees valid from 18 November 2014 to 31 December 2014 |
Open |
| List of Fees valid from 1 April 2014 to 21 September 2014 |
Open |
| Terms and Conditions valid from 1 August 2023 to 14 June 2024 |
Open |
| Terms and Conditions valid from 1 August 2022 to 28 February 2023 |
Open |
| Terms and Conditions valid from 15 May 2021 to 2 January 2022 |
Open |
| Terms and Conditions valid from 1 July 2020 to 10 January 2021 |
Open |
| Terms and Conditions valid from 1 January 2018 to 9 June 2019 |
Open |
| Terms and Conditions valid from 1 November 2015 to 30 November 2016 |
Open |
| Terms and Conditions valid from 15 February 2013 to 30 June 2014 |
Open |
| Terms and conditions - Long-term investment product valid from 22 March 2024 to 14 June 2024 |
Open |
| Claim Conditions valid from 7 April 2011 to 31 October 2015 |
Open |
| List of counterparties valid from 15 November 2019 to 21 March 2021 |
Open |
| Terms and conditions - Long-term investment product valid until 31. 12. 2025 | Open |