This is a set of questions that will determine your risk profile and, based on it, the portfolio options that are suitable for you. Based on your answers, you may receive a risk profile that doesn’t match your initial portfolio choice, which means you won’t be able to invest in that portfolio. If this is the case, please check that your answers are accurate and contact us if you need clarification.
The suitability test is mandatory. It is the portfolio manager’s responsibility to ensure that the investment made on your behalf is suitable for you – and the suitability questions are the primary method for such determination.