It’s important to invest in a way that suits you if you want to start investing in crypto. That’s why, before becoming a Novelist client, we ask you a series of questions about your financial situation, knowledge and experience, risk tolerance, and investment goals. Your answers form your investor profile and determine the level of risk that best suits you.
If anything in your personal situation changes, such as your financial situation, please fill out the questionnaire again. This may affect the risk profile that best suits you. Additionally, we ask you to update your investor profile annually to ensure we continue investing for you in a way that suits you best.
Note: The terms "investor profile" and “risk profile” are often used interchangeably, but they actually refer to different things. The investor profile focuses on the investment approach that suits you best, while the risk profile relates to the level of risk with which we invest for you.