Step 1/8 :
  • Analysis
    • Registration via an agent/wealth manager

    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.

    Client profile

    Country of residence info

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

    How old are you? info

    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

    Currency

    In what currency do you wish to deposit funds? info

    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.

    Frequency and size of the investment

    How much do you wish to invest one-off? info

    €

    How much do you wish to invest regularly every month? info

    €

    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?

    Income

    Source of income info

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

    What is your net monthly income? info

    €

    Risk attitude

    What type of investment do you prefer?

    Knowledge and experience info

    Which financial instruments do you have experience with and how extensive is it? info

    Bonds

    Mutual funds, retirement funds and ETFs

    Stocks

    2nd and 3rd pillar

    Investment experience

    Pension payout

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

    OIPE / IKE

    Do you already have an OIPE product? info

    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? info

    Responsible Investments (ESG) info

    (E) Environmental factors include, in particular, measures to combat climate change.

    (S) Social factors include respect for human rights, working conditions in the supply chain, prevention of illegal child labor.

    (G) Corporate culture covers the way a company is managed, its independence, and transparency.

    Are you interested in socially and environmentally responsible investments (ESG)?

    I do not want to proceed with account opening.

    We are happy to advise you!

    Call +421911444399