Investment advice

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.

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.