03.04.2024
22.04.2024
As part of the registration process, we will ask you a few questions about your financial situation, your knowledge of financial investments and the wealth management service, and your investment horizon. Based on your answers, we will calculate how much risk you can take, and which investment strategies suit you accordingly.
You can change the investment strategy at any time without finpension charging a fee. The investment strategy will be implemented on the next trading day following the change to the investment strategy .
Yes, this is possible by selecting the “Self Select” strategy selection mode and then the “Self-determined” focus. With this investment focus, you can put together your own investment strategy from scratch within your risk profile.
Yes, a savings plan is possible and just the right thing for long-term wealth accumulation. You set up a savings plan by entering a standing order with your bank and regularly transferring money to your portfolio. As part of the weekly rebalancing, the regular transfers are then automatically invested in your chosen investment strategy.
From experience, we can say that it is better to think long-term and invest regularly rather than waiting for the perfect time.