Intézménykereső

Basic institution data

Name

ISEC WM Magyarország Korlátolt Felelősségű Társaság

Short name

n.a

Previous name

n.a

Administrative address

1133 Budapest, Váci út 76. 6 Capital Square, Tower 3

Type of institution

Tied agent

Registration number

28767989

Registry court/court number

01-09-373195

Website address

n.a

Location of publication

n.a

Legal status

Active

[EN]Közérdeklődésre számon tartott hitelintézet

Name

ISEC WM Magyarország Korlátolt Felelősségű Társaság

Short name

n.a

Previous name

n.a

Administrative address

1133 Budapest, Váci út 76. 6 Capital Square, Tower 3

Type of institution

Tied agent

Registration number

28767989

Registry court/court number

01-09-373195

Website address

n.a

Location of publication

n.a

Legal status

Active

[EN]Közérdeklődésre számon tartott hitelintézet

Activities

0 / 7 Loaded result

Description

Activity Name

Permitting Decreenumber

Date of licensing

Limits

Referral of the safekeeping and registration of financial instruments and maintenance of the related customer account.

a) Intermediation of safekeeping and administration of financial instruments for the account of clients (Tied agent)

H-EN-III-90/2022.

08/03/2022

n.a

Intermediation of investment loans. The broker arranges the origination of loans for purchasing financial instruments when the service provider lending the loan is also involved in the transaction.

c) Intermediation of providing investment loans (Tied agent)

H-EN-III-90/2022.

08/03/2022

n.a

Consulting service on strategic decisions affecting companies and referral of such services.

d) Advice to companies on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of companies (Tied agent)

H-EN-III-90/2022.

08/03/2022

n.a

Intermediation of portfolio management. On the order of the customer, the service provider manages the investments of a customer through a broker, for the benefit of the customer.

d) Intermediation of portfolio management (Tied agent)

H-EN-III-90/2022.

08/03/2022

n.a

Own account investment service activity: the service provider makes foreign exchange transactions at the expense of its own assets, for its own benefit and at its own risk, with the help of a broker.

e) Intermediation of foreign exchange services on own account, where connected to the provision of investment services (Tied agent)

H-EN-III-90/2022.

08/03/2022

n.a

Referral of investment consulting service. Referral of personalized recommendations to the customer concerning transactions of securities or other financial instruments.

e) Intermediation of investment advice (Tied Agent)

H-EN-III-90/2022.

08/03/2022

n.a

Intermediation of investment/financial analysis. Intermediation of analysis/proposal/other information on financial instruments that can be published and could influence the investor's decision.

f) Intermediation of investment research and financial analysis (Tied agent)

H-EN-III-90/2022.

08/03/2022

n.a

0 / 7 Loaded result

Description	Referral of the safekeeping and registration of financial instruments and maintenance of the related customer account.
Activity Name	a) Intermediation of safekeeping and administration of financial instruments for the account of clients (Tied agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

Description	Intermediation of investment loans. The broker arranges the origination of loans for purchasing financial instruments when the service provider lending the loan is also involved in the transaction.
Activity Name	c) Intermediation of providing investment loans (Tied agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

Description	Consulting service on strategic decisions affecting companies and referral of such services.
Activity Name	d) Advice to companies on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of companies (Tied agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

Description	Intermediation of portfolio management. On the order of the customer, the service provider manages the investments of a customer through a broker, for the benefit of the customer.
Activity Name	d) Intermediation of portfolio management (Tied agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

Description	Own account investment service activity: the service provider makes foreign exchange transactions at the expense of its own assets, for its own benefit and at its own risk, with the help of a broker.
Activity Name	e) Intermediation of foreign exchange services on own account, where connected to the provision of investment services (Tied agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

Description	Referral of investment consulting service. Referral of personalized recommendations to the customer concerning transactions of securities or other financial instruments.
Activity Name	e) Intermediation of investment advice (Tied Agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

Description	Intermediation of investment/financial analysis. Intermediation of analysis/proposal/other information on financial instruments that can be published and could influence the investor's decision.
Activity Name	f) Intermediation of investment research and financial analysis (Tied agent)
Permitting Decreenumber	H-EN-III-90/2022.
Date of licensing	08/03/2022
Limits	n.a

0 / 7 Loaded result

Capital market intermediary company

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