Investment counselling
This is why you’ll like it
Reliable
It’s important to know where you stand
Always up to date
We advise you
Every investment that you may desire is automatically estimated based on your investment profile and your wishes before you proceed. If our estimation finds a good match between your profile and your requests, you can proceed without worrying. However, if your investment decision doesn’t match your replies in the appropriateness estimation questionnaire, we will advise you not to proceed with that investment. In some cases, you’ll be able to proceed at your own risk, but in others, your transaction will be blocked if it is inappropriate for your portfolio.
Create your Capital Accumulation Plan.
Your personal investment advisor in your pocket
Contract an Investment Counselling Service to ensure that all of your investments are in accordance with your investment profile before carrying them out. Go through the summary of your planned investments and check your decision based on professional assistance.
To contract the service of investment counselling, simply visit any PBZ branch office and fill out a questionnaire for the estimation of the appropriateness.
Contracting
Investment Counselling Service can be contracted via PBZ Digital Banking mobile app under the menu Investments.
Knowledge will help you make the right decision
Do terms like VOLATILITY or DIVERSIFICATION sound unfamiliar and investments seem complicated?
In order to make investment decisions more easily, you can find some simple explanations of the terms here.
You can watch a video with a simple explanation of the terms Volatility and Diversification right now and how to achieve your goals with the Investment Plan - a simple and flexible savings plan with periodic payments.
