Safety of Funds

We understand how important clients' security and safety of clients funds is. It is our company focus and our professional field and regulatory responsibility.

Inveza takes extra measures and full attention to the following:
  • The Markets in Financial Instruments Directive (MiFID II) came into force to ensure a level playing field for investors throughout the European Union. Inveza complies with the European Markets in Financial Instruments Directive (MiFID II), as adopted by the Investment Services and the Activities of Regulated Markets Law of 2017 (L. 87(Ι)/2017) to protect investors while introducing market transparency.
  • Segregation of Client Funds - inveza would like to assure all its clients that any money deposited is kept fully segregated from the Company’s own funds. This ensures that the Company does not have access to any client money for its own purposes.
  • Business with high rating, major banks – We have accounts only at reputable banks of solid banking rating.
  • Investor Compensation Fund - we are a member of the Investor Compensation Fund. The object of the fund is to secure the claims of covered clients against the members of the fund. Covered clients can make a claim of up to EUR20,000 (Euro Twenty Thousand) in the event that the company fails to meet its obligations in the course of providing investment and ancillary services and the company’s financial condition is not expected to improve in the near future. For more information please see our ICF document and the relevant law about Investor Compensation Fund.
  • Risk Management - Inveza has in place risk management procedures to monitor closely and review any risks and threats that may affect both our clients and us. The company ensures that all client funds and data are always secure. We systematically identify measure, prioritize and respond to all types of risk in our business and actively manage any exposures.