Why do I have to provide information about my experience on the capital market?

We assess your risk profile to propose the ideal portfolio for you. To do this, we ask you a few questions about your previous experience, savings, and investment needs – this is all done based on regulatory requirements and for your protection.

To comply with money laundering and know-your-customer regulations, we also need to ask you about your income sources. Don’t worry – your data is secure and will not be shared with third parties.

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