Agents

IPOPEMA Securities collaborates with a network of Investment Firm Agents (AFIs). Our agents are entities entered on the list of Investment Firm Agents by the Polish Financial Supervision Authority.

These are independent entities with strong, long-term relationships with clients, offering them the most advantageous solutions available.

IPOPEMA Securities Agents:

  • Expander Advisors Sp. z o.o. 
  • Muscari Capital Sp. z o.o. 
  • NOVO Finance Sp. z o.o.
  • Projekt 15 S.A.
  • Ontimago Sp. z o.o. 
  • PRP Private Ideas Sp. z o.o.
  • Value Invest Sp. z o.o
  • KZ Inwestycje Sp. z o.o. Sp. K. 
  • Phinance S.A.
  • Anna Milka

The list of Customer Service Points is available in the section Zarządzenia IPOPEMA Securities. 

We offer:

a wide range of brokerage products and services
dedicated customer service system
trainings
help desk and telephone brokerage service
after-sales service
IT system for customers (24/7)

Benefits for Agents: 

  • Access to the widest range of investment products on the market
  • Cooperation with IPOPEMA Securities ensures professional service for the most demanding investors
  • Ongoing advisor support in offering investment products
  • Increasing employee knowledge and competence through periodic investment training
  • cross-sell  
  • Additional revenue from offering investment products
  • We provide the necessary tools for professional customer service
  • No additional costs
  • No need to archive documents, reporting Additional revenue from transactional activity

To discuss the terms of cooperation, please contact us:

Paweł Ajchel
Phone.: +48 695 112 678
email: pawel.ajchel@ipopema.pl