FAQs about online investing


Why do I have to fill out an online questionnaire?

The portfolio that Invisor will recommend is tailored to your specific needs, so we need to know a little bit about your goals, personal situation and preferences to make our recommendation. Invisor also is required to satisfy our the Know Your Client regulatory obligations before we can make recommendations regarding an investment portfolio for you.  We are respectful of your privacy and therefore, none of the answers to our questions would personally identify you in any manner.

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