Who can trade mutual funds
via Česká spořitelna?
- natural persons with permanent residence in the Czech Republic,
natural persons of a different country for which no special rules apply
persons not deprived of legal capacity
underage persons represented by a legal representative
legal entities, natural persons – entrepreneurs
other entities (foundations, movements, political parties)
Read the Rules for the trading of US persons (in cz language).
- investment services agreement
any transaction documents (buy order, sell order, exchange order, etc. depending on the service or product required)
You can fill in both these requirements from the comfort of your home in George or at any branch of Česká spořitelna.
natural person – valid document of identity (identity card or passport, diplomatic or service passport, permanent residence permit)
legal entity – document of legal subjectivity – extract from the Commercial Register (original or officially certified copy) no older than 3 months and a document authorising the right to dispose of share certificates signed by the representatives
Document to verify identity (natural persons – such as a director (executive officer) of a company)
other entities – document of legal subjectivity issued by the appropriate authority, which either approves or registers their activity.
If you do not know or hesitate, come and seek our advice at any branch. We are here so that together we can choose the right fund based on your needs and goals.
Or call us on 800 468 378.
For securities trading (buying and selling) you need a bank account maintained by Česká spořitelna. George will offer it in the option “Settlement Account”.
Regular investments are very popular. So we have also prepared a separate “Regular Investments” section where you will find all your active regular orders, including detailed retroactive transactions – without a time limit. Terminated or inactive orders can be viewed going back 3 years.
You can change or cancel open or active regular orders according to the offered steps/buttons in their details.
We can also help you set up Regular Investments on the free helpline 800 468 378.
Expected or past performance is not a reliable indicator of future performance. Investments in securities and other financial instruments always bring various investment risks, while the investment value may fluctuate and there is no guarantee of a return on the invested amount. The presented values of individual scenarios of investment strategies were determined pursuant to technical standards in accordance with Commission Regulation (EU) 2017/653, supplementing Regulation (EU) No 1286/2014 of the European Parliament and of the Council on key information documents for packaged retail and insurance-based investment products.
The actual investment yield will depend on the real development of capital markets. Simulated calculations of scenarios of the possible appraisal of individual investment strategies take into account the commonly applied payment structure (initial charges and management fees), which are usual for investment products with similar investment strategies and similar strategic asset allocation. The resulting simulated amount depicting the possible appraisal does not include inflation.
Investment is the result of the investor’s personal decision after prior consideration of one’s own financial situation, relationship towards the risk and purpose of the investment.
- You can find them at the ČS Investment Centre always under a specific product. This website also contains a clear Price List.
- You will get a discount for regular investments in mutual funds – see the Price List.
The completion of the necessary agreements and documents, including setting up George internet banking for the activation of online trading, is free of charge.
The price for buying and selling is governed by the type of selected product
and valid Price List.