We try to request as little data as possible and use it efficiently to make you a smart investor

The questionaire our clients answer helps us determine the risk level their portfolio needs to be. Using it, we tailor our recommendations to clients' needs and guide them to building a portfolio that is best for them.

Also, we request a passport with a selfie and proof of address because it helps us establish your identity and ensure no fraud occurs.

All data is protected behind bank-level encryption, so you do not have to worry about loss of data.
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