As a regulated financial services company, we need to make sure that our customers' essential resources are not wildly affected by their investment strategy. In order to do so, the first part of our portfolio creation process focuses, among other things, on the assessment of your financial resources in relation to your risk profile.
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 expenditures;
- Your monthly income is not sufficient to cover your monthly expenditures and a regular monthly deposit.