Some of the investments we offer on Moneybase may be considered as complex under EU investment services regulation.
As a result, we have implemented an Appropriateness Assessment on the application, as we are required to evaluate your knowledge and experience in handling such investments as well as provide you with relevant risk disclosures.
The test will be triggered automatically when you select to purchase a complex instrument and can be completed online by replying to a few questions as prompted on screen.
Once submitted successfully, you will not be required to re-take the test every time you wish to purchase a complex instrument.