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Agreements and general terms, clients to Swedbank Sweden

This side contains English versions of some of the agreements and general terms and conditions that apply to clients to Swedbank's investment services in Sweden*.

 

EMIR

Rules regarding portfolio reconciliation and dispute resolution.
The Swedish securities dealers association’s Rules regarding portfolio reconciliation and dispute resolution in accordance with EMIR with respect to OTC derivative contracts

Terms regarding Transaction Reporting
General Terms and Conditions regarding Transaction Reporting in accordance with EMIR

Agreements

Custody Agreement
Custody Agreement

Agreement regarding capital market accounts and trading in financial instruments
Capital Market Account Agreement

 

MiFID information

Code of conduct

General terms and conditions
General terms and conditions

 Information regarding characteristics and risks relating to financial instruments
Risk information

 Information on conflict-of-interest management in Swedbank's securities operations
Information on conflict-of-interest

 Information on inducements
Information on inducements

Information on Swedbank as well as custody and trading in Financial Instruments
Information on Swedbank 

Guidelines for execution and transmitting of orders
Guidelines

Summary of conflicts-of-interest management in Swedbank’s securities operations
Conflicts-of-interest 
 

* All Swedbank's investment services agreements have not been translated to English. For Swedish versions, see the page Avtal och allmänna villkor - kunder till Swedbank i Sverige.

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