As a regulated financial services company, we want to make sure that our customers understand the implications of investment risks, take an appropriate level of risk and do not suffer losses greater than their individual situation permits.
In order to do so, the first part of our portfolio creation process focuses, among other things, on the assessment of your financial resources relative to your willingness to take risk.
As a consequence, you may not be eligible to open an investment account with us if:
- The savings that you hold apart from your portfolio are not sufficient to cover at least three months of your living expenses;
- Your monthly income is not sufficient to cover your monthly expenditures and a regular monthly deposit.