Investor profile
To navigate to the 'Settings / Investor Profile' menu, click on the icon in the top right corner and click on 'Settings', then click on 'Investor Profile'.
An investor profile is a regulatory requirement for all users wishing to use portfolio-related functionality on the 'Investor' and 'Investor Pro' plan.
Follow the instructions to initially complete your investor profile.
Once completed, your investor profile needs to be reviewed and updated by you once a year. Always update your information as soon as it changes.
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If you do not agree with any part of this disclaimer, you must not use this website. The contents of this website and/or any other written materials shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of any financial or investment products in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the financial or securities laws of any such jurisdiction.
Persons wishing to participate in the products or services offered by pfolio GmbH are highly encouraged to do their own due diligences and obtain independent advice about the laws and regulations applicable to their home jurisdictions, including the obtaining of any requisite governmental or other consents and the observation of any other formalities.
No person should treat the contents of this website and/or any other written materials as advice relating to legal, tax or investment matters and are advised to consult their own professional advisers before signing up to pfolio GmbH’s services. Each person shall be solely responsible for making his/her own independent investigation of the business, financial conditions and prospects of any information referred to in any written material.
