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Investment advice

Feel confident about your savings and investment choices

  • Take a short quiz to find suitable savings and investment solutions for you.
  • The purpose of this questionnaire is to assess your knowledge and experience, financial situation and investment objectives in order to provide you with personalised investment advice or portfolio management service.
Fill the questionnaire

The purpose of this questionnaire is to assess your knowledge and experience, financial situation and investment objectives in order to provide you with suitable investment advice or portfolio management service.

In case of investment advice service this questionnaire will determine your investment profile for a specific investment goal and recommend a solution that corresponds to that investment profile.

Questions included in the questionnaire are divided into four blocks based on what they measure:

  • your knowledge and experience;
  • your financial situation (including your ability to bear losses);
  • your investment horizon;
  • your risk tolerance.

Each block of questions gives a certain amount of points and your total point score determines your personal investment profile. After that we will recommend a suitable product for you.

We have additionally included exclusions in the evaluation logic, so that we don’t recommend you a product that is clearly not suitable for you (such as products with high equity risk exposure if you have a low risk tolerance).

The report is valid for 1 (one) year, or until you fill in the questionnaire again, whichever event occurs first.

Please note that if you act on the basis of this report after its validity period has passed, you are considered to have acted at your own initiative and cannot rely on the recommendation or any other information provided in the report.

We recommend updating the questionnaire at least once a year to have the most up-do-date recommendations suitable for your investment profile, as both of those may change over time.

You should also review all products you have purchased on the basis of recommendations included in previously filled reports at least once a year.

The only saving option that allows you to get a tax rebate on your contributions.

Private Portfolios are meant for people who value their time and convenience upon investing their money.

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Kind regards,
Swedbank