Investment conditions
Individuals, according to the law, can be investors if they are in the category of so-called qualified investors, and also professional (on request).
Qualified investors
- Minimum stake: HRK 400,000.00 (only during the first investment)
- Condition 1: potential investors must demonstrate that they have sufficient experience and expertise to be able to understand the risks of investing in the fund in which they wish to invest, and that this strategy is in line with their investment objectives
- Condition 2: They must meet 1 of the following 2 conditions
- the value of their net assets is at least HRK 2,000,000.00
- works or has worked in the financial sector for at least one year on professional positions that can be compared to the planned investment
Professional investors on request
- Minimum stake: not prescribed
- Condition 1: potential investors must demonstrate the ability to make an investment decision and understand the risks (assessment is made based on the answers from the questionnaire)
- Condition 2: You must meet 2 of the following 3 conditions:
- you have executed at least 10 transactions of significant volume in each quarter within one year
- the value of your trading portfolio is at least HRK 4,000,000.00
- works or has worked in the financial sector for at least one year on professional jobs that can be compared to the planned investment
We suggest that you fill in the questionnaire for the investor, certify and send it to the Company by e-mail whitebridge@whitebridge-am.com
* filling in the questionnaire for the investor does not automatically entail the obligation to invest, you will be
contacted by employees and informed about the further course of the investment procedure
Necessary documentation
Private investors
- PDA FUND Questionnaire for investors – private investors
- SDA FUND Questionnaire for investors – private investors
- Request for issue of shares
- Copy of identification document (identity card, passport)
- Bank statement
- Risk acceptance statement
Institutional investors
- PDA FUND Questionnaire for investors – institutional investors
- SDA FUND Questionnaire for investors – institutional investors
- Request for issue of shares
- Excerpt from the register of the Commercial Court
- Questionnaire – data on beneficial owners
- Copy of the identity card of the authorized representative
- Copy of the bank account statement
- Risk acceptance statement
It is necessary to fill in and sign the forms correctly, send them by mail or e-mail to our address.
DocumentationSending documentation and acknowledgment of receipt
Send the prepared documentation to
E-mail: whitebridge@whitebridge-am.com
Mail: Šetalište Petra Preradovića, 31000 Osijek, Croatia
White Bridge Asset Management staff will
inform you about the received documentation and direct
you to further steps to realize the investment.
After processing the documentation and payment,
we will send you a Certificate of issuance of
shares.
