Understanding Our Product Offers and Suitability Assessment

Modified on Wed, 26 Feb at 1:14 PM

Registration

Before registering, we assess your financial profile to ensure our services align with your needs and goals. By evaluating factors like risk tolerance, experience, and objectives, we tailor our offerings to help you make informed decisions and navigate the markets responsibly. This process ensures you only access products that suit your situation and risk appetite.

Why We Assess Suitability

We want to ensure you receive the most appropriate services based on four key areas:

Loss Tolerance – Your financial stability and how you typically handle potential losses.
Risk Appetite – Your comfort level with risk, from conservative approaches to more dynamic strategies.
Experience & Knowledge – How familiar you are with various investment products, market behavior, and related concepts.
Objectives & Needs – Your primary goals, whether they’re short-term gains, long-term investments, or general financial learning.

By carefully assessing these areas, we can tailor an offer that aligns with your profile, helping you make informed decisions while navigating the financial markets responsibly. However, no investment product guarantees return, and all involve risk, especially CFDs (Contracts for Difference), which are among the most complex and high-risk instruments.

Our Range of Offers

Our offerings fall into three main categories:

1. Educational Only

Ideal for those who are brand-new to investing or wish to build a solid foundation in the subject.

Gives you access to high-quality learning materials — our educational suite provides extensive resources designed to support investors and traders of all experience levels.

2. Educational + Investment

Suited for those comfortable with moderate risk with some trading or investing background.

Combines ongoing education with access to select investment products.

3. Educational + Investment + CFDs

Designed for investors ready to engage with higher-risk products and willing to trade or invest with us.

CFDs are complex financial instruments that can amplify both gains and losses. As such, they require a deeper understanding of market dynamics and a higher risk tolerance.

Each product offer has minimum criteria based primarily on its complexity and risk level. If our assessment indicates that your profile doesn’t match the requirements for certain products (especially CFDs), it simply means we’re acting in your best interest to protect you from taking on unsuitable risks.

What If You Want a Different Offer?

If you're considering a different (or more advanced) offer, we encourage you to go through our suitability assessment, which will help ensure that you receive the products most appropriate for your financial profile. You might find helpful:

Enhancing Your Knowledge: Use our educational resources to deepen your understanding of market trends, trading strategies, and risk management.

Revisiting Your Objectives and Needs: Clarify your financial goals, decide what kind of market exposure you’re looking for.

Assessing Your Risk Tolerance: Our suitability test will evaluate whether you’re comfortable with the risk levels associated with more advanced products, ensuring that they align with your investment profile.

Stay Flexible as Your Needs Evolve

Markets shift, personal circumstances change, and your goals might evolve over time. If you ever feel that your situation, risk tolerance, or objectives have changed, you’re welcome to retake our suitability assessment. This will help us continue offering products that align with your updated profile.

If you have any questions or need more information, do not hesitate to contact us.