Investment questionnaire

Please, select the answers to the following questions that best describe your personal preferences or that are close to them.

Based on your answers, we will be able at least roughly to determine what type of investing will best meet your personal concept. After completion of the Investment questionnaire you will be offered a list of products that match your investment strategy.

Do you wish an offer of products customized just for you?

Complete this Investment Questionnaire. Based on the result of the Investment Querstionnaire you will be displayed a menu of customized products to which you can invest.

 

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End

1. How do you assess your knowledge and experience in investing?

None
Basic
Advanced

2. For how long are you planning to invest your money?

    In the short term - no longer than 1 year
    In the short term - from 2 to 3 yeas
    In the medium term - from 4 to 5 years
    In the long term - more than 5 years

3. In the event of unexpected financial problems:

    I will be forced to withraw my investment or part of it because I lack other savings.
    I will leave my money invested because I have enough other savings.

4. When investing, do you prefer revenues or certainty?

    I expect mainly the certainty, even for the price of low revenues.
    I expect balanced revenues and certainty, I know that the value of my investment can fluctuate slightly.
    I expect high revenues and I know that the value of my investment can fluctuate significantly.

5. If prices in financial markets decline, I would:

    Terminate the investment and thus prevent a further increase of the loss
    Wait until the end the end of the planned investment horizon.
    use the decline to further invest at low prices.

You belong among careful investors

You like your certainty and you are very reluctant to venture to greater risks, especially when it comes to your savings. From your investment you expect revenues slightly above the level of bank deposits, however you are not going to tolerate any bigger fluctuations in the markets.

You are a balanced investor

You know very well that in order to achieve the above average returns you have to give up something. Fluctuations in the value of your investment represent no threat for you, unless they exceed a reasonable limit.

You are a dynamic investor

You perceive investments as a great challenge and you will not miss any opportunity to maximize your profits. Investing is an experience for you, and you rather perceive the fluctuations in the market as an opportunity for cheaper subscriptions.

Recommended Products:

We recommend that you further consult your selection with a trained specialist.
We recommend that you further consult your selection with a trained specialist.
We recommend that you further consult your selection with a trained specialist.
We recommend that you further consult your selection with a trained specialist.

Regular Investments

One-Off Investments

We recommend that you further consult your selection with a trained specialist.

Regular Investments

One-Off Investments

We recommend that you further consult your selection with a trained specialist.

Regular Investments

One-Off Investments

We recommend that you further consult your selection with a trained specialist.
Repeat

Where to go next?

How to Become
a Customer

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