How is my portfolio personalised for me?
During the account opening process, we ask questions about your preferences to gain an understanding of your current financial situation.
In the financial assessment that customers are required to complete before opening an account, we ask about risk preferences, goals, current financial situations, and investment experience.
We use this information to make recommendations for you.
For example, based on the information you provided when filling out your profile, our algorithm may cap your risk limit.