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How do I apply?

To apply for the discretionary portfolio management service, you must first fill out the suitability test. Once we have assessed your replies, we will tell you your investor profile, and use it to offer you an investment portfolio adapted to your requirements.

Once the test is done, you can perform simulations to see the possible behaviour of your investment, and if you can want you can also associate it with a goal.

Once you have read, accepted and signed the contract, you will be holder of a discretionary management account.

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