Step 1/8 :
  • Analysis

    • Plan creation

    We will ask you a few simple questions at the beginning. For us, the questionnaire is the only source of information about you, based on which we will set up your investment for decades. Read more about filling out the questionnaire here. You can change the settings in the future.

    Country of residence

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

    How old are you?

    Are you entitled to a pension?

    We're sorry, but under current legislation we can't open an OIPE product for you - you can see our standard Retirement Savings Portfolio as a target.

    Sex

    Education

    Expected education

    In what currency do you wish to deposit funds?

    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?

    €

    How much do you wish to invest regularly every month?

    €

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

    For how many years do you plan to invest?

    Source of income

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

    What is your net monthly income?

    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 how extensive is it?

    Bonds

    Mutual funds, retirement funds and ETFs

    Equities

    2nd and 3rd pillar

    Investment experience

    Pension payout

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

    OIPE / IKE

    Do you already have an OIPE product?

    Do you want to transfer your funds to our OIPE?

    We're sorry, but we can't open a new OIPE account for you at Finax.

    Are you going to transfer funds from your IKE account to this PEPP account?

    I do not want to proceed with account opening.