Step 1/7 :
  • Analysis

    • Plan creation

    First of all we'll ask you some simple questions. For us, the questionnaire is the only source of information about you, based on which we will set up your investment lasting decades. You can read more about filling out the questionnaire here. You can change your settings anytime in the future.

    How old are you?

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    Please enter a whole number between 18 and 60 (included).

    Sex

    Education

    Country of residence

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    The country where you live, work, and pay taxes

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    Sorry, we currently only provide PEPP products to people residing in the listed countries.

    In what currency do you wish to deposit funds?

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    We will show you the status of your account in this currency. We will also allow you to deposit funds in other currencies. The funds are then converted into euros, for which we buy index ETF funds on the stock exchange.

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    We will show you the status of your account in this currency. However funds are converted then into euros, for which we buy index ETF funds on the stock exchange.

    How much do you wish to invest one-off?

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    Optional field. The minimum is 10 €.

    Optional field. The minimum is 235 Kč.

    Optional field. The minimum is 3 795 Ft.

    Optional field. The minimum is 47 zł.

    €

    How much do you wish to invest regularly every month?

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    Mandatory field, unless a one-off investment amount is filled. The minimum is 10 €.

    Mandatory field, unless a one-off investment amount is filled. The minimum is 235 Kč.

    Mandatory field, unless a one-off investment amount is filled. The minimum is 3 795 Ft.

    Mandatory field, unless a one-off investment amount is filled. The minimum is 47 zł.

    €
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    You can increase or change your investment at any time, the initial setting is not binding for you. We will automatically invest each deposit.

    Source of income

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    You can also mark more options.

    Do you plan to increase your regular monthly investment as your income increases?

    What is your net monthly income?

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    Today's income combined with your education is used to estimate your lifetime income and any increases in contributions as your salary increases.

    €

    Risk attitude

    What type of investment do you prefer?

    Knowledge and experience

    Which financial instruments do you have experience with and what kind of?

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    Have you ever invested in some of these instruments? How long? Do you know any of them?

    Bonds
    Mutual funds, retirement funds and ETFs
    Stocks
    2nd and 3rd pillar

    Pension payout

    Finax offers savers two forms of payout under the law. Please choose which form you prefer.

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    Finax does not offer a product with the possibility of an annuity payout. Therefore, if your pension needs require it, you will be able to switch your PEPP provider for the purpose of receiving an annuity payout.