What does the investment profile assessment ask about?

It typically asks about investment experience, level of financial knowledge, annual income and total assets, the proportion of financial assets to total assets, investment objectives, attitude toward investment risk, intended investment period, age and so on.

For corporations, the length of business history, equity capital, net income and similar items are also checked. Because the range of products that can be recommended to you depends on your answers, it is important to answer truthfully and accurately.