Assessment – Secure Portal

This short assessment helps you understand your investment style, risk comfort, and financial preferences.

Please answer honestly there are no right or wrong answers.

First Name

Last Name

Email

Country of Tax Residence

When it comes to investing, how would you describe yourself?

How comfortable are you with ups and downs in your investments?

If your investments dropped in value, how would you react?

What’s your main reason for investing?

Which statement best describes your attitude toward risk?

How familiar are you with financial products like stocks, bonds, or derivatives?

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