• Investment Suitability Assessment

    According to the applicable legislation, investment services companies that include in their activities the provision of investment advice services and management portfolio services are responsible for ensuring that the products offered to investors are the most adequate for them. In consequence, companies offering these services shall obtain from their potential clients information regarding their investment objectives, their investment knowledge and experience and their risk aversion. For such purpose, we address this questionnaire in order to obtain the necessary information to be able to offer the most suitable product for our potential clients.
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  • Attitude to Risk

    This risk questionnaire below is used to establish your tolerance to risk. Please note that it is also important to determine the capacity to take the level of risk with the investment in consideration. The capacity to accept risk with an investment is a complex matter that can only be fully understood by with an in depth evaluation of circumstances. To use this questionnaire, answer the fifteen questions. This will create a score to indicate tolerance to risk. We will then use risk capacity factors to assess whether the risk tolerance is a fit for your individual circumstances.
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