Document card
Title; entity; jurisdiction; language; version; effective date; publication date; file size; format; checksum where useful.
Required categories
Client agreement; risk disclosure; execution; privacy; cookies; conflicts; complaints; AML/KYC; promotion terms; product documents.
Version control
Maintain current and archived versions with change summary and no broken links.
Common questions
Which document applies to me?: Use the entity shown in the account and country selector; contact support if uncertain.
Can documents change?: Yes, under legal terms and notice requirements.