Forms

A list of useful forms and statements with instructions for filling them out and submitting one of the indicated methods. The documents listed below are intended for clients with a brokerage account.

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The forms do not apply to the Register of Shareholders.

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1. CONSENT FORM FOR THE USE OF ELECTRONIC COMMUNICATION CHANNELS AND OTHER FORMS OF AUDIO-VIDEO COMMUNICATION/UPDATING OF CUSTOMER DATA

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Download the form

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METHOD 1 — paper form with traditional signature

STEP 1 Print, complete and sign the form
STEP 2 Take a clear picture of the form e.g. with your phone
STEP 3 Send a photo to bok@trigon.pl or MMS on +48 784 946 825

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METHOD 2- electronic form

STEP 1 Download and complete the form
STEP 2 Sign it with a qualified signature or a trusted signature*
STEP 3 Send the form to bok@trigon.pl

* Instructions for submitting a trusted signature are available at: www.gov.pl

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METHOD 3 — via DoAKCJI2.0

— Clients with passive access: BOK tab/Change email address,
— Clients with active access: BOK tab/My data/Statements.

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Benefits of electronic forms of contact

Consent to electronic forms of contact will ensure that the fee for maintaining an account is reduced by more than 30%. Simply fill out the attached Form of consent to the use of electronic communication channels and send it in the form of a photo, e-mail or letter, in accordance with the instructions on the back of the form.

Trigon Dom Maklerski S.A. will inform about important events, such as the preparation of the annual PIT information, the update of the Regulations or the new legal regulations concerning investing in brokerage accounts by sending an e-mail instead of a registered letter. This is a faster and more convenient method, without consuming paper.

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How to gain convenient access to the account?

It is enough to log in to the DoAkcji2.0 portal, which allows, among other things, to view the status of the account, the possibility of updating contact details and statements, access to reports and news, and even, if provided for by the signed agreement, to place orders.

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How do I log in?

You must enter the site www.doakcji.trigon.pl and use your login details.
If you have any questions about your login details, please contact us.

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How to get in touch?

We invite you to contact the Customer Service Office, available on weekdays from 8:00 to 18:00 at 801 292 292, +48 126 292 292, +48 122 887 878 (fee according to the operator's tariff) or by e-mail: bok@trigon.pl.
Correspondence should be sent to the address: Trigon Dom Maklerski S.A., ul. Mogilska 65, 31-545 Kraków.

The administrator of your personal data is Trigon Dom Maklerski S.A. — more information GDPR (RODO).

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2. STATEMENT OF THE CLIENT REGARDING PEOPLE WHO HOLD PROMINENT POLITICAL POSITIONS (PEP), MEMBERS OF THE PEP FAMILY AND PEOPLE WHO WORK CLOSELY WITH PEP

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Download the form

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METHOD 1 — paper form with traditional signature

STEP 1 Print, complete and sign the paper form
STEP 2 Send to: Trigon Dom Maklerski S.A., ul. Mogilska 65, 31- 545 Kraków.

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METHOD 2 - electronic form

STEP 1 Download and complete the form
STEP 2 Sign it with a qualified signature or a trusted signature*
STEP 3 Send to bok@trigon.pl
* Instructions for submitting a trusted signature are available at: www.gov.pl

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3. A SURVEY TO ASSESS THE ADEQUACY OF FINANCIAL INSTRUMENTS AND BROKERAGE SERVICES.

The survey is available to all Clients after logging in to the broker's portal DoAkcji2.0 under the option MIFID and target markets in the menu on the left side of the screen.

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