This is why you’ll like it
Desired investment is estimated according to your investment profile
It’s important to know where you stand
Check the results of your appropriateness estimation questionnaire
Always up to date
Regular notifications on your questionnaire & portfolio discrepancies
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.
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.
Investment Counselling Service can now be contracted through you PBZ digital banking mobile application under Investments.