Your investment profile
Our priority is to provide investment advice that's tailored to your needs.
To do that, we have to know exactly what you want to achieve with your investment, what your financial situation is and how long you want to invest your money for. We put all this information into your investment profile, which reflects the type of investor you are and forms the cornerstone on which we base our advice.
It is an essential starting point in the whole process.
How does it work?
Go to KBC Mobile or KBC Touch (only on the website, not in the Touch app), select the assets for which an investment profile is to be created and simply answer a number of questions about:
First select the assets for which an investment profile is to be created and simply answer a number of questions about:
Your investment objective
Do you want to preserve what you put in no matter what? Or are you primarily interested in earning a return on your money, even if it entails more risk?
Your risk preference
How would you react to your investment falling in value? What sort of balance do you want to achieve between risk and return?
Your financial situation
How much do you want to set aside to cover major planned expenses or any unexpected expenses? What are your average monthly incomings and outgoings
Your investment horizon
How long can you do without the money you want to invest?
Tailored investment advice
We use your answers to determine your investment profile and that allows us to provide investment advice that's in line with your personal situation.
In working this way, we can concentrate fully on protecting your interests.
If your situation changes after determining your profile, be sure to modify your answers!
Need help working out your investment profile? Tell Kate: ‘I want to work out my investment profile’. You can find Kate, your digital assistant, in the top-right corner of KBC Mobile.