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Personal · Crypto, Trading and Commodities · Robo-Advisor · Getting started with Robo-Advisor

What’s a Robo-Advisor suitability questionnaire?

Financial advisors and Robo-Advisors use a suitability questionnaire to comply with Directive 2014/65/EU (MiFID) requirements and develop a suitable investment strategy. 

The questionnaire focuses on the customer’s individual financial situation, risk tolerance, and investment experience, knowledge, and objectives. 

Robo-Advisor customers complete it as part of the in-app sign-up process.