Documents

Licences

OQAM Finance Ltd Licence
PDF, 0.3 MB
26.08.2024

Client Agreement

Client Agreement 2025-04-23
PDF, 0.61 MB
23.04.2025
Annex 1. Application Form for joining the Agreement for Individuals
DOTX, 0.13 MB
11.10.2024
Annex 2 Application Form for joining the Agreement for Legal Enities
DOTX, 0.13 MB
15.04.2025
Annex 3 KYC Questionnaire Individuals
DOTX, 0.16 MB
11.10.2024
Annex 4 KYC Questionnaire Legal entities
DOTX, 0.16 MB
11.10.2024
Acknowledgment and Confirmation (individuals)
DOTX, 0.13 MB
23.10.2024
Acknowledgment and Confirmation (legal entities)
DOTX, 0.13 MB
23.10.2024
Annex 6 Subscription, Redemption form
DOTX, 0.08 MB
23.04.2025

Policies

Data Protection and Privacy Policy
PDF, 0.14 MB
02.10.2024
Best Execution Rules
PDF, 0.11 MB
02.10.2024
Complaints Management Rules
PDF, 0.13 MB
02.10.2024
Conflict of Interest Policy
PDF, 0.2 MB
02.10.2024
Risk Disclosure Statement
PDF, 0.26 MB
02.10.2024

Archive

Client Agreement pack 2024-09-19
ZIP, 1.1 MB
23.12.2024
Client Agreement pack 2025-12-23
ZIP, 0.58 MB
28.01.2025
Client Agreement pack 2025-01-28
ZIP, 0.45 MB
15.04.2025
Client Agreement pack 2025-04-15
ZIP, 1.2 MB
23.04.2025
Client Agreement pack 2025-04-23
ZIP, 1.18 MB
23.04.2025