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Private Banking

Price List and Services

                                                                                                                                  Price List        Documents

In development of Baltikums Private Bank Customer Service Price List and Terms we consider all possible terms of financial transactions and package services, which are based on the following principles:

  • We operate to the best interests of our customers;
  • Products, services and solutions comply with the world standards.

For prime operations on financial markets, the Baltikums Private Bank customer needs to sign the following contracts:

Service

Private banking

Private banking

Documents for a customer – legal entity

Documents for a customer – private individual

Opening of current account

Application for opening and service of current account for legal entity

Application for opening and service of current account for private individual

Customer – legal entity questionnaire for private banking service

Customer – private individual questionnaire for private banking service

Signature specimen card and seal impression of a legal entity

Signature specimen card of a private individual

Notice of beneficiary owners (beneficiaries)

Notice of beneficiary owners (beneficiaries) - if required

Confirmation of received assets for account remote management - if a customer will use DigiPass

Confirmation of received assets for account remote management - if a customer will use DigiPass

Receipt of payment card

Contract for payment card account opening, issue and use of payment card for legal entities (in 2 counterparts – one copy to the Bank and one copy to a customer)

Contract for payment card account opening, issue and use of payment card for private individuals (in 2 counterparts – one copy to the Bank and one copy to a customer)

Deposit

Term deposit contract – if necessary. If, filling in application for account opening, a customer mentioned the possibility to make deposits on telephone (and respectively, password for this purpose) the customer may make deposit on telephone too

Term deposit contract – if necessary. If, filling in application for account opening, a customer mentioned the possibility to make deposits on telephone (and respectively, password for this purpose) the customer may make deposit on telephone too

Transactions with financial instruments

Contract for opening and service of financial instrument account

Contract for opening and service of financial instrument account

Customer questionnaire for investment services on financial instrument markets

Customer questionnaire for investment services on financial instrument markets

Customer password list

Customer password list

Contract for financial instrument transactions and currency market transactions – if planned transactions with complicated financial instruments

Contract for financial instrument transactions and currency market transactions – if planned transactions with complicated financial instruments

Trust management

Trust (trust management) contract (in 2 counterparts – one copy to the Bank and one copy to a customer)

Trust (trust management) contract (in 2 counterparts – one copy to the Bank and one copy to a customer)

 

Trust investment policy (appendix to Trust (trust management) contract

Trust investment policy (appendix to Trust (trust management) contract

For document forms, please, contact our private bankers and they will send you the required forms by e-mail or fax, or deliver the required forms to the place and at time convenient to you, and will help to meet all formalities.