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Appropriateness Test


Appropriateness Test
 
The purpose of this questionnaire is to enable Investors Europe Limited (IEL) to assess whether specific types of products or services are appropriate for you. To this end, IEL is obliged to gather information concerning your experience and knowledge in the investment field relevant to specific products and services. The results of the questionnaire are not set in stone, but are a starting point from which we as a firm can assess whether a given product or service is appropriate for you. We will only offer products or services that we deem appropriate for you. However, if you insist on being offered a product or service that has been deemed inappropriate, or in relation to which you have provided us with insufficient information for us to make a proper assessment of its appropriateness, we may offer the product or service to you after issuing you with a risk warning.
 
IEL is committed to complying with the provisions of the Data Protection Directive. In signing this questionnaire, you consent to IEL holding and processing the information provided by you for the purposes of providing its services.

 

This document can be downloaded by clicking IEL's Crest below is issued by IEL, which is authorised and regulated by the Gibraltar Financial Services Commission.

 

Click here to download
IEL's Appropriateness Test
IEL's Appropriateness Test
 
Disclaimer: If you elect not to provide IEL with the information requested in this questionnaire, or you provide IEL with insufficient information in this regard, you hereby acknowledge that IEL will be unable to determine whether a given service or product is appropriate for you, and will only be able to offer you such products or services after it has issued you with a risk warning in this regard.   

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