Client information

• Client order execution policy and trading venues
• Information on the execution of received and brokered orders in the Evli Group
• Principles governing the identification and prevention of conflict of interest situations
• Client feedback handling at Evli

• Addressing Sustainability Risks and Adverse Sustainability Impacts
• Evli Wealth Management Principles for Responsible Investment
• Evli Wealth Management Climate Change Principle
• Evli Bank Engagement Policy
• Application of the Sustainable Finance Disclosure Regulation in Asset Management Portfolios
• Evli Growth Partners Fund I Ky’s Principles for Responsible Investment
• Evli Private Equity I & II Ky’s, Evli Infrastructure Fund Ky’s and Evli Private Debt Fund I Ky’s Principles for Responsible Investment
• Real Estate Funds Principles for Responsible Investment
• Evli Asset Management - The implementation of engagement policy 2020

• Inducements
• Custody of client wealth at Evli Bank
• Information on Evli Group's companies in Finland and their service offering and prior information on distance selling of financial services and on payment services
• Information on the properties of financial instruments and the associated risks

Evli Plc's terms and conditions for services:

• Terms and Conditions for Incentive Clients
• Terms and Conditions of Investment Services
• Terms and Conditions for Orders
  
  

Fellow Bank Plc's agreement terms and conditions as per April 2, 2022:

Agreement terms and conditions below are applicable when Fellow Bank Plc is established, i.e. from the implementation of the demerger and merger between Evli Bank Plc and Fellow Finance Plc. The scheduled date of implementation of the corporate arrangement is on April 2, 2022.

• Terms and Conditions for Corporate Customers (from 2.4.2022)
• Terms and Conditions for Private Individuals (from 2.4.2022)
• Terms and Conditions of Digital Services (from 2.4.2022)
• General Terms and Conditions for Payment Intermediation (from 2.4.2022)
• Service fees (from 2.4.2022)

Deposits are covered by the statutory deposit guarantee. In Finland, the entity responsible for the deposit guarantee is the Financial Stability Authority.

Basic information on the deposit guarantee

• Client Classification Criteria
• Code of Conduct for Providers of Investment Services on Client Classification, Disclosure Requirement and Obligation to obtain Information

Evli is obliged to collect information required for taxation as Finland has signed an agreement with the USA regarding the exchange of tax information (the FATCA agreement). Finland is also required to observe the common reporting standard of the OECD countries, the CRS, and the amended EU directive DAC2.

These regulations oblige banks and other financial institutions to identify their clients’ residence for tax purposes and submit information on clients’ assets and income to the Finnish Tax Administration on an annual basis. The Tax Administration will then forward this information to the relevant parties.

• Read more from The Finnish Financial Sector's website
  (material is in Finnish)