Business Breakfast co-organised with IDM now behind us!

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.

Participants

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:

• Czesław Sadkowski – Attorney-at-law and Managing Partner,
• Katarzyna Majer-Gębska – Attorney-at-law, Managing Counsel in the Capital Market Law Department,
• Mikołaj Górny – Lawyer in the Capital Market Law Department.

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.

Summary

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!