How a company can become a Union Investment client?

If your firm is interested in investing in our funds, please contact the Institutional Customer Department at the phone numbers: (0-22) 449 04 92, (0-22) 449 04 97 or (0-22) 449 04 14.

If your firm wants to open a register, you must deliver to us the following information and documents:

• documents, on the basis of which the firm operates - a copy from the National Court Register (KRS) or REGON,
• information about the representative or representatives of the firm, written in the documents of the firm,
• the bank account number of the firm - it is required for performing transfers in the case of redemptions from the account.

A firm may open a register with us in two ways:

1. through filling out an electronic order and disposition card. We can send the document by e-mail, but it must be filled out in the presence of a Union Investment employee.

2. through signing a contract for the use of the UniSieć internet system. The contract must be signed by the representative of the firm in the presence of a Union Investment employee. After the registration of the contract and activation access to the internet system UniSieć, the new register will be opened by the representative of the firm.

If you have more questions in relation to how to become a customer of Union Investment or regarding investing in funds, you can ask also through e-mail at: instytucje@union-investment.pl.

The site has been last updated on: 05.07.2011