What are OKI investment accounts and how might they work?

OKI investment accounts are a proposed framework to channel household savings into Polish equities and funds for the long term. Policymakers and brokers describe them as simple and low cost, paired with education and trust-building. Design choices may include incentives for staying invested and clear rules that protect beginners. If implemented well from 2026, OKI could add stable demand to the Polish capital market, support new listings, and improve liquidity for existing companies across market caps. Details will matter, including eligibility, contributions, and product scope.

How could new state ownership standards affect investors?

Tighter state ownership standards aim to make governance more predictable at companies where the state is a shareholder. Clear nomination processes, transparent objectives, and dividend discipline can reduce policy shocks for minority investors. Over time, better governance may lower risk premia, widen analyst coverage, and raise valuations. For the Polish capital market, that could attract global funds that previously hesitated over political influence. We would watch enforcement, disclosure quality, and how boards balance public interest with shareholder returns. Progress here often drives steadier capital allocation.

What should UK investors monitor ahead of the IDM conference 2026?

Focus on three pillars ahead of March’s IDM conference 2026. First, OKI mechanics, including incentives, eligible products, and any caps. Second, the content and enforcement path for state ownership standards. Third, changes to investor testing that may affect brokerage onboarding and product access. For the Polish capital market, timelines are important because they shape when IPO candidates and secondary sales can hit the market. We suggest preparing watchlists, reviewing Poland exposure in current funds, and setting news alerts. After the event, reassess positions and update entry plans.

Global Market Insights

Poland Capital‑Market Push on February 11: OKI Plan, Governance Drive

ByDanny Kontos February 12, 2026February 12, 2026

Poland’s latest push to revive the Polish capital market is gaining speed after 11 February updates on OKI investment accounts, tighter state ownership standards, and possible MiFID test easing. For UK investors, these steps could widen equity supply, improve governance, and lift trading access through 2026. Policy detail will matter. We explain what could change, why flows may build into new IPOs, and what signals to track at March’s IDM conference 2026. Expect early guidance from Warsaw, with implementation paths that shape risk and opportunity.