Investment advisor - provision of cross-border services in Poland Are you a citizen of the European Union, Norway, Iceland, Liechtenstein or Switzerland? Do you practice a profession or run an activity which is regulated in Poland? In this case you do not have to apply for recognition of your qualifications. If you want to work temporarily and occasionally in your profession, it is enough that you submit a declaration of intention to provide a cross-border service in Poland. Check below how you can do this. How to proceed This procedure can be completed: at an office by post electronically Complete the procedure online Complete the service online, you will need a Trusted Profile or a qualified signature. What you should know and who can use this service Recognition of qualifications and provision of a cross-border service A person who has obtained professional qualifications in his or her own country and wants to start working in a regulated profession in the host country (e.g. in Poland) needs official recognition by the country concerned. Recognition of professional qualifications consists in checking the level of education and qualifications which entitle the service provider to exercise the profession in the country in which it was obtained. The provision of a cross-border service consists in temporary and occasional exercise of a profession or regulated activity in the host country. Who has the right to submit a declaration Anyone who in his or her own country from the EU and EFTA territory performs a regulated profession or activity in accordance with the regulations, has the right to provide services in the same scope in another EU country (e.g. in Poland). Moreover, the right to provide services in their profession have also: family members of Polish citizens or nationals of Member States of the European Union, Switzerland or Norway, Iceland, Liechtenstein; third-country nationals with long-term resident status of the European Union; foreigners with refugee status or subsidiary protection; foreigners arriving in the territory of the Republic of Poland or staying in this territory for the purpose of reunification with their family members who are members of a foreigner's family residing on the territory of the Republic of Poland in connection with granting him/her refugee status or subsidiary protection; third-country nationals who apply to be admitted to the territory of the Republic of Poland for highly qualified professions; third-country nationals who have been admitted to the territory of the Republic of Poland for purposes other than work in accordance with European Union or national law, who have the right to work and who hold a residence permit in accordance with Council Regulation (EC) No 1030/2002 and a third-country national admitted to the territory of the Republic of Poland in order to perform work in accordance with European Union or national law; third-country nationals holding a temporary residence permit for the purpose of carrying out scientific research. Conditions for the provision of services A cross-border service in a regulated profession or activity may be provided by a service provider who is professionally qualified to exercise a given profession or to access or exercise a given activity in the State of the service provider, if the profession or activity: 1) are regulated in the provider's State, or 2) are not regulated in the State of the provider and the service provider: a) has pursued that profession or that activity in at least one Member State for at least one year during the previous 10 years, or b) has completed regulated education and training which prepares him for the exercise of his profession in the country of the service provider (this may be supplemented, for example, by professional training, probationary period or professional practice which is in accordance with national legislation). Note! The description of the service has been prepared on the basis of basic legal acts, including the Act of 22 December 2015 on the principles of recognition of professional qualifications acquired in the Member States of the European Union. If you would like to know more, e.g. what additional documents you may need, please contact the office whose contact details can be found in the section "Where you can handle the matter". When you should complete this procedure Submit a declaration before you start providing the service for the first time in Poland and again in each year in which you will provide the service in Poland. Where you can complete this procedure URZĄD KOMISJI NADZORU FINANSOWEGO ul. Piękna 20, 00-549 Warszawa What to do step by step Submit a declaration of intention to provide a cross-border service in Poland Documents 1. Declaration of intention to provide cross-border services in the territory of the Republic of Poland Download: Wzór oświadczenia o zamiarze świadczenia usługi transgranicznej w Polsce PDF Wzór oświadczenia o zamiarze świadczenia usługi transgranicznej w Polsce DOCX You can submit a document as: Oryginał 2. Document confirming citizenship You can submit a document as: Kopia, Uwierzytelniona kopia 3. Certificate confirming that the service provider is practising the profession lawfully in his/her country of origin and that he/she is not prohibited from practising that profession, even on a temporary basis You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia 4. Documents confirming professional qualifications You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia 5. Document confirming that the service provider has practised the regulated profession or has conducted activity for at least one year within the last ten years You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia 6. Document confirming completion of regulated education You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia 7. Certificate on the lack of suspension of the right to conduct business activity You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia 8. Certificate on no criminal record You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia How to obtain a document Zaświadczenie o niekaralności z Krajowego Rejestru Karnego 9. Declaration confirming the command of the Polish language sufficient to practise a regulated profession You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia 10. Certificate issued by the State of the provider stating the nature, period and type of activity pursued You can submit a document as: Kopia, Oryginał, Uwierzytelniona kopia Time limit Submit a declaration before you start providing the service for the first time in Poland and again in each year in which you will provide the service in Poland. The office will check your documents If your declaration is correct, you will be notified that the authority has received your declaration. Remember that the authority will not issue a decision on your case. If the authority finds deficiencies, it will ask you to rectify them within a specific period of time. The authority will send a notice to the address you specified in the declaration. Documents 1. Notification on obtaining a declaration You will receive a document as: Oryginał You can start providing cross-border services in Poland You can start practising your profession or running your business as soon as you submit a declaration. Do not wait for any confirmation from the office. How much you will have to pay The service is free of charge How long you will have to wait Your matter will be dealt immediately. Good to know What title can you use? In the course of providing a cross-border service, you may use the professional title or business title applicable in your country. The title is given in its original wording so as not to confuse it with the title in force in Poland. In the absence of such a title in your country, provide information about your professional qualifications and the name and registered office of the authorized institution (in its original wording). Obtain a certificate that you are subject to social insurance in your country. Obtain a social security certificate (form A1) from your country's insurance institution competent for your address of residence. Show the obtained certificate to the Social Insurance Institution employee, e.g. during control activities. Where to pay social security contributions Pay social security contributions each time in the Member State where you pursue a 'significant economic activity'. You do not have to register your business with the Polish Social Insurance Institution (ZUS). Was this page useful? × Your opinion is important Send Legal basis Act of 22 December 2015 on the principles of recognising professional qualifications acquired in the Member States of the European Union Regulation of the Minister of Science and Higher Education of 18 July 2016 on the model declaration of intention to provide a cross-border service on the territory of the Republic of Poland.