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Investment advice

Feel confident about your savings and investment choices

  • Take a short quiz to find suitable savings and investment solutions for you.
  • The purpose of this questionnaire is to assess knowledge and experience, financial situation, investment objectives and sustainability preferences in order to provide you with personalised investment advice or portfolio management service.

The purpose of this questionnaire is to assess knowledge and experience, financial situation, investment objectives and sustainability preferences in order to provide you with personalised investment advice or portfolio management service.

In case of investment advice service this questionnaire will determine your investment profile for a specific investment goal and recommend a solution that corresponds to that investment profile.

Questions included in the questionnaire are divided into five blocks based on what they measure:

  • your saving goals and period;
  • your knowledge and experience;
  • your financial situation (including your ability to bear losses);
  • your risk tolerance;
  • your sustainability preferences.

Each block of questions gives a certain amount of points and your total point score determines your personal investment profile. After that we will recommend a suitable product for you.

We have additionally included exclusions in the evaluation logic, so that we don’t recommend you a product that is clearly not suitable for you (such as products with high equity risk exposure if you have a low risk tolerance).

Read more about consideration of sustainability factors in investment advice here.

The report is valid for 1 (one) year, or until you fill in the questionnaire again, whichever event occurs first.

Please note that if you act on the basis of this report after its validity period has passed, you are considered to have acted at your own initiative and cannot rely on the recommendation or any other information provided in the report.

We recommend updating the questionnaire at least once a year to have the most up-do-date recommendations suitable for your investment profile, as both of those may change over time.

You should also review all products you have purchased on the basis of recommendations included in previously filled reports at least once a year.

The right investment solution if you want to build up a diversified portfolio of securities easily and quickly yourself.

We have eliminated fees so you can get the most out of your share investments.

“Private Portfolio” is for those who appreciate the convenience of investing without spending a lot of time on it.
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Not only business sharks can understand the language of finance

Let's overcome the challenges of financial management together!

Together with a financial expert, we have prepared 3 key financial management challenges. By completing these challenges, you will strengthen your financial literacy skills and help your business grow.