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Why do you have to take the suitability test to find out your investment strategy?

The discretionary management service is a fiduciary service; i.e., the team of professionals who manage your money is required by law to look after the customer's best interests, making the best decisions to help your investment to evolve. This means that we need you to give us information about your knowledge and experience, as well as your goals and financial situation, so we can offer you suitable investment strategies based on the result of the suitability test.

By doing the suitability test, we can be sure we are offering you the investment goals that are most suited to your needs as an investor. We will ask you about your knowledge and experience, your investment goals and your financial situation and based on your answers we will establish your investor profile.

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