Business Breakfast co-organised with IDM now behind us!

05.06.2024 / News / Capital Markets

We are pleased to inform that on 4th June 2024, Sadkowski and Partners, in collaboration with the Chamber of Brokerage Houses (IDM), organised a business breakfast for brokerage houses – IDM members, dedicated to the use of third-party services in client acquisition by investment firms. The event took place at our office in Warsaw.


The event was attended by IDM representatives:

  • Waldemar Markiewicz – President of the Management Board of the Chamber of Brokerage Houses,
  • Katarzyna Kacprzak – Attorney-at-law at the Chamber of Brokerage Houses,
  • Jarosław Kubiak – Managing Director of the Chamber of Brokerage Houses.

During the Business Breakfast, Sadkowski and Partners was represented by:

Topics Discussed

The discussions focused on the use of third-party services in client acquisition by investment firms, including investment firm agents, affiliate marketing, and marketing agencies. Experts’ discussions included topics such as:

  • General principles of marketing communication for investment firms,
  • Activities reserved for the investment firm or its agent,
  • Referral and partnership programs,
  • Prohibited incentives,
  • Organisational rules for publishing marketing communications,
  • Copytrading and investment signals – the latest position of the KNF.


Several IDM members, representatives of the capital market and brokerage houses, attended the meeting. We thank the participants for their numerous attendance and the Chamber of Brokerage Houses (IDM) for their cooperation in another successful event!

Would you like to stay updated?

Subscribe to our newsletter


    10.07.2024 / News

    Article by Katarzyna Majer-Gębska on investment recommendations for IDM Bulletin

    19.06.2024 / News

    We participated in the 18th Fund Forum in Kazimierz Dolny

    17.04.2024 / News

    Katarzyna Majer-Gębska and Mikołaj Górny to lead an online training session for IDM

    09.04.2024 / News

    Mikołaj Górny on CrowdfundingR for Legalis

    17.07.2024 / News

    Mateusz Krawczyński on the ASI tax relief for Rzeczpospolita daily

    12.07.2024 / News

    Karolina Rzepecka’s commentary on pensioners’ protection measures for

    Back to top