Basic institution data
Name
Vertis Környezetvédelmi Pénzügyi Zártkörűen Működő Részvénytársaság
Short name
Vertis Zrt.
Previous name
n.a
Administrative address
1124 Budapest, Csörsz utca 45
Type of institution
Investment firm
Registration number
13748890
Registry court/court number
01-10-045456
Website address
vertis.com
Location of publication
https://legal.vertis.com
Legal status
Active
Public Interest Entity (PIE)
No
Name
Vertis Környezetvédelmi Pénzügyi Zártkörűen Működő Részvénytársaság
Short name
Vertis Zrt.
Previous name
n.a
Administrative address
1124 Budapest, Csörsz utca 45
Type of institution
Investment firm
Registration number
13748890
Registry court/court number
01-10-045456
Website address
vertis.com
Location of publication
https://legal.vertis.com
Legal status
Active
Public Interest Entity (PIE)
No
Activities
0  /  11  Loaded result
Description
Activity Name
Permitting Decreenumber
Date of licensing
Limits
n.a
A3 (MIFID II) - Dealing on own account
n.a
03/01/2018
n.a
n.a
A5 (MIFID II) - Investment advice
n.a
03/01/2018
n.a
n.a
B4 (MIFID II) - Foreign exchange services where these are connected to the provision of investment services
n.a
03/01/2018
n.a
n.a
B5 (MIFID II) - Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
n.a
03/01/2018
n.a
Own account trading. In the investment service activity, the service provider enters into transactions at the expense of its own funds and assets, for its own benefit and at its own risk.
Dealing on own account
n.a
29/12/2017
n.a
Investment consulting. The consultant gives personalized recommendations to the customer concerning transactions of securities or other financial instruments.
Investment consulting
n.a
29/12/2017
n.a
Acceptance and forwarding of orders. Acceptance of customer orders for financial instruments (e.g. securities) and forwarding these to another institution, for the purpose of implementing the order.
Receiving and transmitting client orders
H-EN-III-406/2022
13/10/2022
n.a
Investment service activity on own account: the service provider makes foreign exchange transactions at the expense of its own assets, for its own benefit and at its own risk.
Foreign exchange services on own account where these are connected to the provision of investment services
n.a
29/12/2017
n.a
Investment and financial analysis. Provision of such analysis, proposal or other information on financial instruments that can be published and could thereby influence the investor's decision.
Investment research and financial analysis
n.a
29/12/2017
n.a
securities account management and related customer account management and deposit services
safe custody services relating to securities for the account of clients, including the safekeeping and administration of printed securities for the account of clients, with the exception of … CSDR
H-EN-III-312/2024.
18/07/2024
n.a
0  /  11  Loaded result
Description n.a
Activity Name A3 (MIFID II) - Dealing on own account
Permitting Decreenumber n.a
Date of licensing 03/01/2018
Limits n.a
Description n.a
Activity Name A5 (MIFID II) - Investment advice
Permitting Decreenumber n.a
Date of licensing 03/01/2018
Limits n.a
Description n.a
Activity Name B4 (MIFID II) - Foreign exchange services where these are connected to the provision of investment services
Permitting Decreenumber n.a
Date of licensing 03/01/2018
Limits n.a
Description n.a
Activity Name B5 (MIFID II) - Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
Permitting Decreenumber n.a
Date of licensing 03/01/2018
Limits n.a
Description Own account trading. In the investment service activity, the service provider enters into transactions at the expense of its own funds and assets, for its own benefit and at its own risk.
Activity Name Dealing on own account
Permitting Decreenumber n.a
Date of licensing 29/12/2017
Limits n.a
Description Investment consulting. The consultant gives personalized recommendations to the customer concerning transactions of securities or other financial instruments.
Activity Name Investment consulting
Permitting Decreenumber n.a
Date of licensing 29/12/2017
Limits n.a
Description Acceptance and forwarding of orders. Acceptance of customer orders for financial instruments (e.g. securities) and forwarding these to another institution, for the purpose of implementing the order.
Activity Name Receiving and transmitting client orders
Permitting Decreenumber H-EN-III-406/2022
Date of licensing 13/10/2022
Limits n.a
Description Investment service activity on own account: the service provider makes foreign exchange transactions at the expense of its own assets, for its own benefit and at its own risk.
Activity Name Foreign exchange services on own account where these are connected to the provision of investment services
Permitting Decreenumber n.a
Date of licensing 29/12/2017
Limits n.a
Description Investment and financial analysis. Provision of such analysis, proposal or other information on financial instruments that can be published and could thereby influence the investor's decision.
Activity Name Investment research and financial analysis
Permitting Decreenumber n.a
Date of licensing 29/12/2017
Limits n.a
Description securities account management and related customer account management and deposit services
Activity Name safe custody services relating to securities for the account of clients, including the safekeeping and administration of printed securities for the account of clients, with the exception of … CSDR
Permitting Decreenumber H-EN-III-312/2024.
Date of licensing 18/07/2024
Limits n.a
0  /  11  Loaded result
Capital market intermediary company
Decisions