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SAVINGS AND INVESTMENTS
Invest in what you know
The test consists of several modules covering various types of investments. With this test, you'll know if you have sufficient knowledge and experience in the investment products you want to invest in.
If you want to invest based on advice, the questionnaire is mandatory. If you want to invest by yourself, it's in your best interest to know the products you want to invest in.
You answer questions related to the categories you want to invest in. However, as a minimum requirement, you must correctly answer the questions related to the basic products of equities and bonds.
If you think your knowledge in a specific investment category is lacking, you can always consult our knowledge sheets and videos.
We keep your answers on record and all our advisors have access to them. This means you won't have to start from scratch every time. Our advice will always be based on what you know and the products you may have experience with.
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