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General documents

Information

  • Information about Wictor Family Office AB
  • Permission from the Financial Supervisory Authority
  • Corporate governance
  • Risk management
  • Complaint handling
  • Privacy policy
  • Guidelines for Best Execution of Portfolio Transactions
  • Preliminary information regarding the Agreement on custody account
  • Preliminary information regarding Agreement on investment savings account
  • Guidelines for customer categorization
  • Refund Policy
  • Price list
  • Approved counterparties (Counterparty list)
  • Approved investment assets at ISK in the Wictor Family Office
  • Information about trading venues, counterparties and the quality of execution
  • Principles of shareholder engagement
  • Policy for integration of sustainability risks & due diligence
  • Whistle blowing information

 

Terms and Conditions

  • Wictor Family Office AB
  • For deposit/account
  • For investment savings account (ISK)
  • Portfolio management
  • Portfolio management (individual)
  • Wictor Pro

Mandate descriptions

Press here to go to the mandates.

Financial information

  • Financial information
  • Interim report (as of 2024-08-31)
  • Guidelines for risk management
  • Annual report Wictor Family Office 2023
  • Diversity policy
  • Recruitment policy

Other

Declaration agent (Tax Agency)

  • Application for approval of declaration agent

Read about our integritetspolicy and disclaimer.

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