Documents

Information and documents

Information on Investment Services (including information on banks as service providers, financial instruments, risks, investor protection and deposit guarantee  system)
Order Execution Policy in the Provision of Investment Services
Summary of the Order Execution Policy for Investment Services
Client Classification for Investment services
Policy on the Prevention of Conflict of Interest Providing Investment Services
Guidelines on the Target Market and Distribution Strategy Assessment for Financial
Information on costs and charges for investment services and ancillary investment services

Annual statement on the five best execution venues and order execution quality

Annual statement of AS “Citadele banka” for top five execution venues in 2023 (29.04.2024).
Summary of the analysis about the quality of execution venues of AS “Citadele banka” in 2023
Annual statement of AS “Citadele banka” for top five execution venues in 2022 (24.04.2023).
Summary of the analysis about the quality of execution venues of AS “Citadele banka” in 2022 (27.04.2023).
Annual statement of AS “Citadele banka” for top five execution venues in 2021 (29.04.2022).
Summary of the analysis about the quality of execution venues of AS “Citadele banka” in 2021
Annual statement of Joint Stock Company “Citadele banka” for top five execution venues in 2020 (2021 04 23)

Terms of Financial Instruments Accounts and Transactions

Terms of Financial Instruments Accounts and Transactions
Terms Of Financial Instruments Accounts And Transactions (for portfolios managed by CBL AM) Effective from 06.10.2023.
Terms of Financial Instruments Accounts and Transactions (valid till 06.10.2023.)

Historical information

Policy on the Prevention of Conflict of Interest Providing Investment Services (valid from 14.12.2022)
Order Execution Policy in the Provision of Investment Services (19.08.2022)
Policy on the Prevention of Conflict of Interest Providing Investment Services (valid from 02.12.2021)
Information on costs and charges associated with investments in exchange - traded investment products, 12.05.2021
Client status policy for investment services (valid from 19.05.2022)
Client status policy for investment services (valid from 10.03.2021)
Order Execution Policy in the Provision of Investment Services (10.03.2021)
Policy on the Prevention of Conflict of Interest Providing Investment Services (valid from 03.12.2020)
Policy on the Prevention of Conflict of Interest Providing Investment Services (valid from 01.01.2019)
Policy of Avoiding Conflicts of Interest in Providing Investment Services (valid until 31.12.2018)


Bank's obligations to investors are insured by State Enterprise Deposit and Investment Insurance in accordance with the procedure prescribed by the Law on Insurance of Deposits and Liabilities to Investors of the Republic of Lithuania. Additional information for investors