- 1 Determine easily your investor profile online
It doesn’t take a long time to fill in an investor profile, only 10 minutes. You’ll find out how much return you want and at what risk level you are ready to invest.
- 2 Fix your investment portfolio
The investment profile gives you information on how you should divide your investments between asset classes.
- 3 Prepare for investment advice in advance
Create your investor profile before the meeting so we can get an overall idea of you as an investor. During the meeting, we will go through the best investment products for you.
Determine your investor profile today
Are you considering starting systematic investing? Are you interested in investing or are you already an experienced investor? Find out your investor profile and you will learn what kind of an investor you are. The investor profile helps you perceive your financial standing and your goals as a saver or investor. Taking an investor profile test is free of charge and includes no obligation to buy.
Filling in the investor profile questionnaire is easy, it takes only 10 minutes. We ask questions about your personal finances, investment goals and investment experience. We also ask how you feel about risk and what you know about investing.
It is important that you give us your current info so that we can recommend investment products that are suitable to you. If you like, you can also tell whether you want to consider issues related to the environment, social responsibility and good governance in the investment advice given to you.
The outcome is the picture of you as investor. You’ll find out how much return you want and at what risk level you are ready to invest. We will give you an assessment of whether you are a very conservative, conservative, moderate, aggressive or very aggressive investor.
Fill in the investor profile questionnaire before the investment meeting
You should fill in the questionnaire before the investment meeting. This enables both of us to have more time at the meeting to discuss the best investment products for you. Without an investor profile, we cannot give you investment advice. You can update your investor profile at any time if, say, your financial situation or investments goals changes.
You can fill in the investor profile questionnaire both as a personal customer and corporate customer. As corporate customer, you need to have sufficient access rights to create an investor profile.
Investment advice: Free investment advice provides professional assistance for saving and investing.
Digital investment advisor: OP Investment Partner is your digital investment advisor on OP-mobile.
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