Clear, not buried.

JonatanMars Invest, borznoposredniška družba d.o.o. — an investment firm with its registered office at Dunajska cesta 165, 1000 Ljubljana, Slovenia. Reg. no. 9125108000 · VAT SI79822819 · LEI 48510004DAWP3SMI4S38. Represented by directors Luka Gubo and Luka Praper.

We are licensed and supervised by the Securities Market Agency of Slovenia (Agencija za trg vrednostnih papirjev — ATVP). We are authorised to provide, among others, the investment services of reception and transmission of orders, execution of orders on behalf of clients, and discretionary portfolio management (gospodarjenje s finančnimi instrumenti).

Capital at risk. Investing involves risk: the value of investments can go down as well as up, and you may get back less than you invested. Past performance and any simulated/back-tested performance are not reliable indicators of future results. Tax treatment depends on individual circumstances and current law, both of which can change.

In addition: managed strategies carry market risk; the Alpha strategy's concentration and focus on smaller companies can mean higher volatility, deeper drawdowns, and liquidity risk; the Company Cash solution is a low-risk managed investment in money-market instruments, not a guaranteed deposit, and its yield varies with interest rates. Full pre-contractual risk information is provided before any agreement.

We disclose all fees before you invest and in your periodic reports. We charge management, custody, and (where applicable) performance fees, and we cover trading/execution costs. A performance fee, where it applies, is charged subject to a high-water mark. See each product page for the specifics, and your pre-contractual cost-and-charges disclosure for the full, personalised breakdown.

Client assets are held in segregated accounts at our custodian, separate from the firm's own assets and protected from the firm's creditors.

Clients are covered by the statutory investor-compensation scheme up to €22,000 per investor, subject to its terms and conditions. This protects against the firm's failure to return client assets — it does not protect against investment losses.

We manage your money independently and do not operate an in-house product shelf we are incentivised to sell. Where we receive or pay any inducement, or work with a referral partner, we disclose it to you as required.

We may be introduced to clients by referral partners. A referral partner only introduces you to us — they do not provide investment advice, present products, or handle orders — and any such arrangement is disclosed to you in line with applicable rules.

If something isn't right, tell us — we want to fix it. Our complaints process, contact, and timelines, together with the relevant out-of-court dispute-resolution body, are set out in our Complaints Policy.

This site uses necessary cookies to function. Only with your consent do we use analytics — Google Analytics 4 and PostHog (hosted in the EU) — to understand how the site is used, and load a Google Calendar scheduler on the contact page (which may set Google cookies). No analytics or embedded-content cookies are set until you opt in. You can review or change your choices at any time via Cookie Settings. Full detail is in our Cookie Policy.