What is the "Suitability Test"?

Your Spuerkeess advisor will analyse with you which investor profiles you fall into,

  • your medium and long-term investment objectives ;
  • your personal investment risk tolerance
  • your personal financial situation;
  • your ability to sustain a loss on investments;
  • your knowledge and experience of financial products and services;
  • your sustainability preferences:
  • Are you a committed, interested or neutral investor in the sustainability of your investments? ?

Sustainability has become a crucial issue for our society and has therefore become increasingly important for the financial sector: the transformation of our way of life into a more sustainable one will depend on significant investments as well as on the willingness of investors to make a long-term commitment towards building a better world.