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Exchange traded funds (ETF)

A simple way to start investing

ETFs are investment funds whose shares (units) are traded in stock exchanges.

Why choose ETFs:

  • Transactions with ETFs are as simple as trading stock
  • A possibility to create a diversified portfolio of securities on your own quickly and simply
  • Lower fees as compared to buying each stock individually

What’s ETFs (exchange-traded funds)?

ETFs are investment funds (mutual funds) that are listed on stock exchange and may consist of several asset classes, such as equities, bonds, currency (forex) instruments, commodities etc.

  • By just one investment you can get a basket of products: from stocks, bonds to commodities and currencies.
  • ETF assets are distributed across a range of investment instruments resulting in increased diversification and potentially reduced investment risk.
  • A major part of investors lack time or knowledge to keep track of each stock of companies representing the field they’re interested in.
  • Investing in ETFs saves time and gives an opportunity to invest in industries or indexes that you find interesting and feel confident about.
  • During stock exchange trading session, ETFs are traded just like company stocks.
  • ETF units can be purchased and sold quickly in the preferred quantity at a price acceptable to you.
  • ETFs, just like any other investment instrument, are also subject to various risks, such as legislative risk, currency risk, tax risk, interest rate risk and others.
  • It is important to be aware of those risks and to assess them on a continuous basis*.

*See here for more on the potential risks.

  1. Apply for the LEI code.
  2. Open a securities account.
  3. Review information on transactions in financial instruments and the associated risks.
  4. Choose your preferred exchange-traded fund (ETF).
  5. Place an order for buying exchange-traded funds (ETF).

In case of fund investments, the investors themselves are liable for any applicable taxes according to the Corporate Income Tax Law.

  • Fund orders submitted to the Bank cannot be cancelled.
  • Fee for fund switch transactions charged only on delivery side.
  • Fund switch subject to the conditions specified in the fund terms.
Service Price, EUR
Receiving
Opening of securities account See Securities account
Securities account statements See Securities account
Subscription, redemption and switch of investment fund units options
Subscription Bond Equity and balanced
Swedbank Group funds Free of charge Free of charge
Franklin Templeton funds 0,50% (min. 7,00) 1,50% (min. 7,00)
Other funds 0,50% (min. 21,00) 1,50% (min. 21,00)
Redemption
Swedbank Group funds Free of charge Free of charge
Franklin Templeton funds 7,00 7,00
Other funds 21,00 21,00
Monthly Funds Safekeeping Fees
Swedbank Group funds Free of charge
Other funds See Securities account
Closing
Closing of securities account See Securities account

Effective from 09.12.2019

Service Price, EUR
Receiving
Account opening 4.50 Securities accounts for legal persons can be opened only at branch office
Account statements
Statement of holdings 0.00-7.00 Via Internet Banking - Free of charge
At branches – 7.00
Statement of transaction 0.00-7.00 Via Internet Banking - Free of charge
At branches – 7.00
Monthly Securities Safekeeping Fees options
Monthly safekeeping Fee Monthly Minimum per market
Latvia
Latvia - Government debt securities 0.0025% min. 1.00
Latvia - other debt securities 0.0075% min. 1.00
Latvia - shares, investment funds, rights, privatization certificates 0.015% min. 1.00
Other countries
Estonia, Lithuania 0.008% min. 1.00
Eurobonds 0.01% min. 1.00
Czech Republic, Hungary, Poland 0.025% min. 1.00
Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK, USA, Depositary Receipts (ADR, GDR) 0.015% min. 1.00
Russia 0.04% min. 30.00
Other countries Subject to agreement
Swedbank Group funds Free of charge
Other investment funds 0.015% min. 1.00
Other services options
Owner account opening at Nasdaq CSD SE 50.00
Owner account monthly account maintenance 50.00
Tax relief at source / tax reclaim Subject to agreement
Participation in general shareholder’s meeting Subject to agreement
Closing
All securities account types Free of charge
Transactions with securities See Securities and Other Exchange-traded financial instruments
Transactions with investment fund units See Investment Funds

Effective from 09.12.2019.

If you have any further questions, don’t hesitate to sign up for a remote consultation at a time convenient for you.

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A convenient way of investing the company’s spare money in a diversified and sustainable manner.

Wide variety of Baltic and global stocks.

Extra security for the employees, prestige and tax benefits for the company.

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