• No results for your search

Investment counselling

Professional assistance with every investment decision.

This is why you’ll like it

Reliable

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

Narrow down your choice of investments in a quick and simple way
Narrow down your choice of investments in a quick and simple way
Narrow down your choice of investments in a quick and simple way
Choose the guide feature in the Discover funds function
Filter out funds according to type, geographic, sectoral and currency exposure, risk level and time period of the investment
You can sort them according to name, fund type, the last known share price, fund currency, yield and risk level
The chart for comparing funds shows share price developments, detailed asset allocation and other chosen fund features
An easier way of browsing the fund catalogue with tags

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.

Do you need help?

We will answer all your questions

For purpose of creating better user experience www.pbz.hr uses cookies.

Cookie settings can be controlled and managed individually in your web browser. By clicking on "Cookie settings" customize your cookie settings.