The firm provides legal support in handling any matter related to the the provision of investment services. Specifically, we undertake, for example:

• the filing of applications for operating licenses and the establishment of investment service firms and investment intermediaries,
• the notification process to the competent supervisory authority for cross-border provision of investment services,
• the support of foreign entities in providing investment and, more generally, financial services in Greece,
• the drafting of all types of investment services agreements, as well as contracts involving transactions in financial instruments (shares, bonds, and other securities),
• the design of investment products,
• the provision of advice on matters concerning to or connected with sustainability (ESG) issues,
• the judicial representation of financial sector entities in cases related to the provision of investment services,
• the provision of written legal opinions on matters concerning investment services.

Our approach combines expertise in EU and national capital markets law with rigorous legal analysis, assisting clients in the effective management and mitigation of regulatory risk within a continuously evolving regulatory framework.