Tariff for Costs, Fees and Commissions Ever

Tariff of Fees and Commissions that Ever Financial AD applies to the provision of services to clients (in force from 18.04.2025)

(Adopted by the Board of Directors by a resolution of 15.08.2012, amended and supplemented by a resolution of the Board of Directors of 17.02.2014, amended and supplemented by resolution of the Board of Directors of 05.06.2018, amended by a resolution of the BD of 24.08.2022 and amended by a board resolution of 31.01.2024 and amended by a resolution of the BD of 13.03.2025 and in force from 18.04.2025)

I.	*FOR INTERMEDIATION AGREEMENTS IN RELATION TO ENTERING INTO TRANSACTIONS IN FINANCIAL INSTRUMENTS IN THE REPUBLIC OF BULGARIA*
1.	*Transactions in financial instruments entered into on a regulated market of BSE-Sofia AD for the account of clients*
*1.1.*	*Transactions entered into through an order submitted at the office of Ever Financial AD*
		2.0% of the transaction value, not less than BGN 100.00 /51.13 EUR/
*1.2.*	*Transactions in financial instruments carried out through online trading system of* Bulgarian Stock Exchange
	– purchase and sales of FI	0.4% of transaction value*
	– issuance of a client certificate	BGN 200 /102.26 EUR/
	– renewal of a client certificate /after expiration of the previous one/	BGN 72 /36.81 EUR/
2.	*Transactions in financial instruments entered into on ОТС market of BSE-Sofia AD for the account of clients*
	– repurchase transactions	subject to negotiation
	– other agreed transactions	subject to negotiation
3.	*Transactions in financial instruments entered into on over-the-counter market for the account of clients*
		subject to negotiation
*II.*	*FOR FOREIGN EXCHANGE CONTRACTS AND CONTRACTS FOR DIFFERENCE (CFDs) ON FOREIGN SECURITIES AND INDICES AGAINST A GUARANTEE AMOUNT***
1.	*Foreign currency trading*	no fees and commissions related to execution
*1.1.*	Keeping a position for the next business day in open positions on foreign currency	a positive or negative interest rate swap will be charged under the terms and conditions published on our website(s).
2.	Trading in foreign shares and indices
	– for indices	no commissions
	– for shares	no commissions
*2.1.*	Keeping a position for the next business day
		a positive or negative interest rate swap will be charged under the terms and conditions

	– in open positions on securities	published on our website(s).
3.	CFD Futures Trading (Crude Oil, Natural Gas)	no fees and commissions related to execution
*3.1.*	Keeping a position for the next business day in open positions on energy futures (Crude Oil, Natural Gas)	a positive or negative interest rate swap will be charged under the terms and conditions published on our website(s).
*III.*	TRUST SERVICES**
	Keeping funds	5% per annum of the value of funds
	Keeping other client assets /other than funds/	5% annually of the value of assets
*IV.*	REGISTRATION SERVICES
1.	Issuance of a depository receipt	BGN 100 /51.13 EUR/
2.	Issuance of a copy of a depository receipt
	– for natural persons	BGN 100 /51.13 EUR/
	– for legal entities	BGN 100 /51.13 EUR/
3.	*Report on a portfolio of financial instruments kept with the Central Depository*
	– for natural persons	BGN 100 /51.13 EUR/
	– for legal entities	BGN 200 /102.26 EUR/
4.	Registration of an inheritance procedure	BGN 200 /102.26 EUR/
5.	Registration of a donation procedure	BGN 200 /102.26 EUR/
6.	Change of personal data
	– for natural persons	BGN 100 /51.13 EUR/
	– for legal entities	BGN 200 /102.26 EUR/
V.	*FOR FIDUCIARY MANAGEMENT AGREEMENTS*	subject to negotiation
*VI.*	PREPARATION OF STUDIES, TECHNICAL ANALYSIS, CONSULTATIONS, ETC.	subject to negotiation
*VII.*	TAKING AND/OR PLACING OF ISSUES OF FINANCIAL INSTRUMENTS	subject to negotiation
*VIII.*	*MONETARY TRANSACTIONS*
1.	*Cash transactions*
	– paying-in cash amounts	no commission
	– withdrawal of cash amounts	no commission
2.	*Non-cash transactions* – transfer of funds into a client’s account in BGN	no commission***
	– transfer of funds into a client’s account in another currency	transfer charges are for the account of the client
*IX.*	OTHER SERVICES
1.	Transfer of FI to Ever Financial AD	no commission
2.	Transfer of FI from Ever Financial AD to another II	no commission
X.	ACCOUNT MAINTENANCE FEE
1.	If a client has not carried out any transactions with Ever Financial AD for three consecutive months, an account maintenance fee will be charged	the fee is 1% per month on the client’s funds, but not less than BGN 10 /5.11 EUR/ per month

Note: 1. Commissions indicated in the tariff do not include VAT.

2. Ever Financial AD reserves the right to adjust the said commissions.

* The said commission includes the costs for the Central Depository AD but does not include the commissions of BSE-Sofia AD.

* It is calculated as of the last day of each month and is charged once a quarter (in case the fee exceeds BGN 20.00 /10.23 EUR/. The fee is only charged to clients who are compensated by the Investor Guarantee Fund.

**For transfers of up to BGN 100 /51.13 EUR/ a fee of BGN 2.00 /1.02 EUR/ shall be charged on FOREIGN CURRENCY TRADING CONTRACTS AND FOREIGN EXCHANGE CONTRACTS (CFDs) ON FOREIGN SECURITIES AND INDICES AGAINST A GUARANTEE AMOUNT (MARGIN).

Tariff of Fees and Commissions that Ever Financial AD applies to the provision of services to clients (in force from 18.04.2025)

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