|
The needs, conditions and personality of each investor are different, so each client has a specific investment style.
We want to offer the best combination of products adapted to your investment characteristics and needs, readiness and risk, we invite you to determine your investor profile in order to identify the most suitable for you. To answer this questionnaire will help us to know you better.
In your investment profile definition we will consider the following aspects: | Current situation and Financial capacity | One of the most important aspects for the realization of a successful investment is to know and to consider appropriately, the financial needs of our clients. | | Investment’s horizon and Liquidity needs | On the basis of your needs we will advise you on investments oriented to short, medium and long term, considering your liquidity necessities. | | Tolerance to risk | The investments include risk of some class. The investors should know the risk they are taking and to always choose investments corresponding to it. | | Follow up to your portfolio and profitability expectations | The periodic revision of the investment portfolios, allows reaching the outlined objectives. The investment portfolio should be built looking for to achieve the defined objectives given by the investment horizon and the associated risk level. |
There are several investment profiles in accordance with the risk the investor is willing to assume. The factors that influence in belonging to one or another profile are among others: the Investment Term, the Patrimonial Situation, the Preference for the Liquidity, etc.
Contact your account executive so that he carries out a questionnaire, in which we will present you 3 different investment profiles, each one of them with different characteristic and investment objectives, designed to reach your expectations.
|
|
Last Updated on Tuesday, 25 November 2008 15:01 |
Brokerage House 
