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Ipopema Securities S.A. — Investor Relations & Filings

Ticker · IPE ISIN · PLIPOPM00011 LEI · 259400QHG4C6452WLF35 WAR Financial and insurance activities
Filings indexed 693 across all filing types
Latest filing 2021-03-31 Audit Report / Informat…
Country PL Poland
Listing WAR IPE

About Ipopema Securities S.A.

https://www.ipopema.pl/?lang=en

Ipopema Securities S.A. is a financial firm specializing in investment banking and brokerage services for institutional clients. The company provides comprehensive financial consulting for the preparation and execution of public and private capital market transactions. Its brokerage division offers securities trading services on the secondary market. The firm's offerings are supplemented by company analyses and equity research.

Recent filings

Filing Released Lang Actions
Sprawozdanie Zarządu z działalności za 2020 rok - podpisy
Audit Report / Information Classification · 95% confidence The document text consists entirely of XML digital signature blocks (Signatures, SignedInfo, DigestValue, X509Certificate, etc.). Crucially, one of the references within the signature block points to a file named "Sprawozdanie_Zarzadu_za_2020rok.xhtml". The Polish phrase "Sprawozdanie Zarządu" translates to "Management Report" or "Board Report". Since the document provided is the *signature* block for this report, and not the report content itself, and given the document length is relatively short (32,377 chars, which is small for a full annual report but large for a simple announcement), this structure strongly suggests a regulatory filing wrapper or an attachment signature. However, the presence of the specific file name referencing a 'Management Report' for the year 2020 points towards the content being related to the Management's Discussion and Analysis (MDA) or a similar comprehensive report. Since the text is only the signature metadata and not the report content, and it references a 'Management Report' (Sprawozdanie Zarządu), the most appropriate classification among the choices that cover comprehensive reports is MDA, assuming this signature block is attached to the actual report document. If the document were the report itself, it would be MDA. Since it is the signature metadata *for* the report, and there is no specific category for 'Report Signature', we must classify based on the referenced content. 'Management Reports' (MDA) is the closest fit for a 'Sprawozdanie Zarządu'. The document is not short enough to definitively be an RPA based on the 'Menu vs Meal' rule, as 32k characters is substantial, even if truncated. FY 2020
2021-03-31 Polish
Sprawozdanie Zarządu z działalności za 2020 rok
Audit Report / Information Classification · 98% confidence The document is titled "Sprawozdanie Zarządu z działalności IPOPEMA Securities S.A. oraz Grupy Kapitałowej IPOPEMA Securities S.A. w roku 2020" (Management Report on the activities of IPOPEMA Securities S.A. and the IPOPEMA Securities S.A. Capital Group in 2020). It contains a detailed table of contents covering financial data, business activities, strategy, capital structure, and risk factors for the full year 2020, dated March 29, 2021. This structure and content strongly indicate a comprehensive annual report detailing management's review of the year's performance. Although the Polish term 'Sprawozdanie Zarządu z działalności' translates to 'Management Report on Activities,' in the context of full-year financial review and regulatory compliance (mentioning Minister of Finance regulations and IFRS), it functions as the primary annual report document, analogous to a 10-K, but specifically focused on management's discussion and analysis (MDA) integrated within the annual reporting framework. Given the comprehensive nature covering the entire year (2020) and the inclusion of detailed financial tables and management discussion, it aligns best with the scope of an Annual Report (10-K) or a detailed Management Report (MDA). Since the document explicitly states it is the 'Sprawozdanie Zarządu z działalności' for the full year, and it contains extensive financial data and discussion, it is classified as the comprehensive annual filing. If a separate 10-K existed, this would be the MDA section, but as a standalone comprehensive annual document, 10-K is the closest fit for a full-year report, or IR (Interim Report) if it were shorter period, but since it's annual, 10-K is the standard US equivalent for this scope. However, given the specific definitions, the content heavily overlaps with both MDA (Management's Discussion and Analysis) and the comprehensive nature of an Annual Report. Since it is a full-year report, and the structure is that of a formal annual filing, 10-K is the most appropriate category for a full annual performance review. FY 2020
2021-03-31 Polish
Sprawozdanie finansowe IPOPEMA Securities za 2020 rok - podpisy
Fund Information / Factsheet Classification · 95% confidence The document text consists entirely of XML digital signature blocks (Signatures) referencing a file named "Sprawozdanie_finansowe_IPOPEMA_Securities_za_2020rok.xhtml". The Polish phrase "Sprawozdanie finansowe" translates to "Financial Statement". Since the document itself is not the financial statement but rather the metadata/signature wrapper for it, and given the content is highly technical XML structure rather than narrative financial reporting, it is most likely a component of a regulatory filing or a specific data artifact. However, the core content being referenced is a 'Financial Statement' for the year 2020. This strongly suggests the underlying document is a comprehensive financial report. Given the options, the most appropriate classification for a comprehensive annual financial report is '10-K' (Annual Report), even though the wrapper is XML signature data. If the document were just an announcement of the report, it would be RPA, but the presence of the full signature block suggests this is the filing itself, just in a signed format. Since the reference points to a 'Financial Statement' for a full year (2020), 10-K is the best fit among the primary report types.
2021-03-31 Polish
Sprawozdanie finansowe IPOPEMA Securities za 2020 rok
Audit Report / Information Classification · 98% confidence The document text explicitly states it is a "Sprawozdanie finansowe IPOPEMA Securities S.A. za rok zakończony dnia 31 grudnia 2020 roku" (Financial statement of IPOPEMA Securities S.A. for the year ended December 31, 2020). It contains detailed comparative financial data (balance sheet, income statement, cash flows) for 2020 and 2019, and discusses accounting principles (PZR/Polish GAAP). This content structure is characteristic of a comprehensive annual financial report, which aligns with the definition of the 10-K code, even though the document is in Polish and likely filed locally rather than as a US SEC 10-K. Given the options, '10-K' is the closest match for a full annual financial report. FY 2020
2021-03-31 Polish
rb_5_2021_transakcje_osoby_blisko_zwiazanej_z_osoba_pelniaca_obowiazki_zarzadcze_zalacznik.pdf
Director's Dealing Classification · 100% confidence The document is titled "Powiadomienie o transakcji/transakcjach*, o którym mowa w art. 19 ust. 1 rozporządzenia MAR" (Notification of a transaction(s) referred to in Article 19(1) of the MAR Regulation). Article 19 of the Market Abuse Regulation (MAR) specifically mandates reporting of transactions conducted by persons discharging managerial responsibilities (PDMRs) and persons closely associated with them. The content details the name of the associated person ('osoba blisko związana'), the type of transaction ('Zbycie' - Disposal), the volume, price, and date of the transaction involving company shares (Akcje IPOPEMA Securities S.A.). This directly corresponds to the definition of Director's Dealing (insider trades by executives/directors and related parties).
2021-02-27 Polish
Transakcje osoby blisko związanej z osobą pełniącą obowiązki zarządcze - Content (PL)
Director's Dealing Classification · 95% confidence The document text is very short (486 characters) and explicitly states that the content of the notifications (regarding transactions by a closely associated person based on MAR Regulation Article 19) is contained in an attachment ('Treść powiadomień zawarta jest w załączniku do niniejszego raportu'). This structure—a brief announcement stating that the substantive information is attached or contained elsewhere—strongly suggests a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS), following the 'MENU VS MEAL' rule. Since the content relates to insider transactions (Director's Dealing/MAR 19), the most specific category that covers the *announcement* of such regulatory filings, especially when the main text is just a cover note, is often RPA or RNS. Given the specific nature of MAR Article 19 notifications, which are often mandatory disclosures, and the brevity, it fits best as a general Regulatory Filing (RNS) or RPA. However, since the core subject is insider transactions by management/directors, and the text is merely announcing the attached MAR 19 report, RNS is the most appropriate general regulatory fallback for such specific, non-standard report announcements, although RPA is also plausible if this were announcing a standard report. Given the context of MAR 19 notifications, RNS (General Regulatory Filings) is a safe classification for the announcement itself.
2021-02-27 Polish

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