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In-house Structured Portfolios
Conservative
Balanced
Aggressive
Flexible collective investment schemes addressed to small/medium investors who want to take advantage of the benefits of large-scale investing.
Designed to enable participation in a wide range of Ordinary and Preference Shares, Bonds, Derivatives, Cash and equivalent assets.
Value based diversified dividend yielding model portfolios, with less downside risk from the market.
Active and Dynamic portfolio management and exposures.
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Account Opening
Risk Profile Questionnaires
Fact Sheets Describing Portfolios
Sample Research Reports
Facts and Figures
Market Shares
   Account Opening
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Physical
Account Opening Forms
Brokerage Agreement English  
Power of Attorney English  
Appendix 6: Online Access English  
Application for the Creation of Investor Account and Dividend Participation English  
Best Execution Policy English  
Consent Form English  
Costs and Associated Charges English  
Declaration Form English  
Description of Financial Instruments and Risks English  
Request for Transfer of Stocks from Global English  
General Information to the Clients English  
Usage Authorization and Dividend Participation English  
 
Legal
Account Opening Forms
Brokerage Agreement Legal English  
Power of Attorney English  
Appendix 6: Online Access English  
Board Minutes English  
Application for the Creation of Investor Account and Dividend Participation English  
Best Execution Policy English  
Consent Form English  
Costs and Associated Charges English  
Declaration Form English  
Description of Financial Instruments and Risks English  
Request for Transfer of Stocks from Global English  
General Information to the Clients English  
Usage Authorization and Dividend Participation English  
 
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   Risk Profile Questionnaires
Risk Profile Questionnaire for Individuals (English)
Risk Profile Questionnaire for Individuals (Greek)
Risk Profile Questionnaire for Legal Entities (English)
Risk Profile Questionnaire for Legal Entities (Greek)
  Top
   Fact Sheets Describing Portfolios
AggressiveStructuredPortfolio
ConservativeStructuredPortfolio
Balanced Structured Portfolio
  Top
   Sample Research Reports
  BOC 2004 Short Report
  TSH 2004 Short Report
  VCW 2004 Short Report
  LUI
  Top
   Facts and Figures
Financial Highlights of the year 2003
Financial Highlights of the year 2002
Financial Highlights of the year 2001
Financial Highlights of the year 2000
  Top
   Market Shares
CSE Market Share Rankings (02/01/03-31/12/03)
CSE Market Share Rankings (02/01/04-30/01/04)
CSE Market Share Rankings (02/01/04-30/01/05)
CSE market share rankings (01/03/05-31/03/05)
CSE market share rankings (03/01/05-28/04/05)
CSE market share rankings (3/01/05 - 30/06/05)
CSE market share rankings (3/01/05 - 31/08/05)
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