| Corporate Name |
CA Indosuez Wealth (Europe), Portugal Branch
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| Home Country |
Luxembourg
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| The date of receiving the right to provide cross-border services |
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| Service country | Service name |
|---|---|
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1. Taking deposits and other repayable funds
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2. Lending including, inter alia: consumer credit, credit agreements relating to immovable property, factoring, with or without recourse, financing of commercial transactions (including forfeiting)
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4. Payment services as defined in Article 4(3) of Directive 2007/64/EC of the European Parliament and of the Council
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6. Guarantees and commitments
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7. Trading for own account or for account of customers in any of the following:
7a. Money market instruments (e.g. cheques, bills, certificates of deposits) 7b. Foreign exchange 7c. Financial futures and options 7d. Exchange and interest-rate instruments 7e. Transferable securities |
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9. Advice to undertakings on capital structure, industrial strategy and related questions and advice as well as services relating to mergers and the purchase of undertakings
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11. Portfolio management and advice
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12. Safekeeping and administration of securities
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13. Credit reference services
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Financial Instruments
| Investment services and activities | Ancillary services | ||||||||||||||||
| A1 | A2 | A3 | A4 | A5 | A6 | A7 | A8 | A9 | B1 | B2 | B3 | B4 | B5 | B6 | B7 | ||
| Financial instruments | C1 | X | X | X | X | X | X | X | X | X | X | ||||||
| C2 | X | X | X | X | X | X | X | X | X | X | |||||||
| C3 | X | X | X | X | X | X | X | X | X | X | |||||||
| C4 | X | X | X | X | X | X | X | X | X | X | |||||||
| C5 | X | X | X | X | X | X | X | X | X | X | |||||||
| C6 | |||||||||||||||||
| C7 | |||||||||||||||||
| C8 | |||||||||||||||||
| C9 | |||||||||||||||||
| C10 | |||||||||||||||||
| C11 | |||||||||||||||||