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Investment advices for Business clients

For your investment strategy we
propose individual recommendations

We offer you the investment advice service - a personalized service that consists in providing personal recommendations to you as an investor or potential investor.

The service is suitable for both business and individual clients who do not have the necessary experience, capabilities or time to analyze and follow in depth the dynamics and trends of the capital and debt markets.

Each recommendation is based on an assessment of multiple circumstances for the client as an investor and is expressed in a recommendation for:

  • Buying, selling, subscription, exchange, redemption, holding or underwriting of the issue of a specific financial instrument

  • Exercise or non-exercise of any right conferred by a specific financial instrument

The DSK Bank team can also provide you with general information, researches, analyses and recommendations related to financial instruments.

1. Determination of your risk profile according to:

Investment objectives, horizon and expected yield
Sustainability preferences
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Financial situation and acceptable level of risk
Other specific customer requirements and restrictions

2. Preparation of personalized advice

  • An analysis is prepared based on a wide range of financial instruments and suppliers
  • It is compared with the specified profile and the needs of the client and a recommendation is prepared with selected financial instruments with high earning potential or high profitability

When using the service, you are not bound by an investment commitment, you can assess according to your specific needs.

3. Information on the suitability of any advice to you:

  • Justification for why the recommendation is right for you, including how it meets your objectives and individual circumstances in view of your preferences
  • Information on whether recommended financial instruments or services may change over time for your risk profile


Sustainability-related disclosures

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