Fundamental considerations

Before and after the meeting with your adviser, give consideration to the following questions:

Before: What goals am I pursuing with this investment?

  • Are the goals realistic?
  • Are the goals consistent with my circumstances and resources?

Who is the service provider?

  • Don’t allow yourself to be taken in by impressive-sounding names.
  • Does he provide documentation (retain) and, if so, is this informative?
  • Be cautious: high yields generally = high risk.

What are the costs (including consequential costs)?

  • Order execution costs?
  • Cost of ownership?
  • Resale costs?
  • Minimum fees?
  • Obligations for further payment?

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