Become a client

Welcome!

You are one step away from laying the foundation for your investment prosperity.
This product is suitable for you if:

You want your money to work for you

You know that achieving your specific goals takes time

You are aware that investment returns are not guaranteed

And you understand that investments are not risk-free

Required steps and conditions for placing an order:

1. You have a current account with available funds at DSK Bank. You can see how to become a client online - for individuals and for business clients

2. You have completed a questionnaire.You need to have a valid „Questionnaire for target market assessment for the investment funds offered by DSK Bank AD and Appropriateness“. The main condition is that you do not fall within the negative target market, which is determined based on your answers.

3. You have signed a trading agreement.You need to have concluded an agreement for trading in units of investment funds distributed by DSK Bank AD. You can conclude it remotely, after contacting our representative, using a qualified electronic signature.

4. Choose your fund/funds.Once you have selected one or more investment funds suitable for you, it is recommended that you familiarise yourself with their specific features and characteristics, provided in the Key Information Document for the selected fund, as well as with all costs related to placing the order, safekeeping and management of the fund.

5. Place your investment fund order.Once you have reviewed the above-mentioned specific features, you can place your order. This can be done in person at a bank branch, through DSK Direct, or remotely using a qualified electronic signature.

If you have online banking – DSK Direct – and an agreement for trading in investment funds, you can place your order from here.

We are here to help you throughout every step of the process. Contact us to receive additional information. The prospectuses and rules of some funds may include additional restrictions regarding which natural persons and/or legal entities may invest in a particular investment fund. In order to familiarise yourself with the specific restrictions and requirements related to investing in a particular investment fund, it is always recommended that you read the prospectus and the rules of the respective fund. This will provide you with detailed information about the purchase conditions and any possible restrictions, if such exist. If you have additional questions, you may contact the management company for further information or book a meeting with our representative using the button above.

Clients should bear in mind that the value of investment fund units and the income from them may decrease, profit is not guaranteed, and they bear the risk of not recovering their investment in full. Future performance of investment funds is not necessarily related to performance in previous periods.

The materials published on the website are for information purposes and/or constitute marketing communication. Before making a final investment decision, please review the prospectus and the Key Information Document of the fund in which you intend to invest.

DSK Bank is part of OTP Group and is a related party to DSK Asset Management AD and OTP Fund Management. The Bank has adopted a Conflict of Interest Policy for investment and ancillary services, which it applies in order to prevent, identify and manage potential conflicts of interest.