How may we help you?
Frequently asked questions about the Investor Questionnaire
What is the Investor Questionnaire?
Not exactly. By gathering information about your knowledge, experience, financial situation, investment goals, and risk tolerance from your responses, we can identify the suitable investment products for you.
You should think globally and not about a specific investment. While the questionnaire is valid, whenever you want to buy an investment product, we will check whether you are eligible to do so through this questionnaire.
In some cases, even though you are not eligible to purchase a particular product, you may still go ahead with its purchase by signing a "Transaction Intention under Client Responsibility". There may also be cases where, according to the answers to the questionnaire, it is not possible to subscribe to a given investment product, even with this document signed.
Your answers are valid for 3 years. Once you have completed the questionnaire, we recommend that you stick to that result. If your personal circumstances change, you can modify your answers later. After the 3rd change, you will be banned from answering the questionnaire for 30 days.
You will need to fill in the questionnaire again before continuing investing.
You need to complete the questionnaire to be able to invest. This allows us to prevent you from buying a product that you do not understand or are unaware of its associated risks.
If you are a professional investor, please let us know. According to the European Markets in Financial Instruments Directive (MiFID II), only retail investors have to fill in the questionnaire.