Step 1/8 :
  • Analysis

    • Plan creation

    In the first step, we will ask you a couple of simple questions. This questionnaire represents the only source of information we have about you, and we will set up your (potentially decade-lasting) investment based on your answers. You can read more about filling out the questionnaire here. You can change your settings at any time in the future.

    Country of residence

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    The country where you live, work, and pay taxes

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    Sorry, we currently only provide PEPP products to people residing in the listed countries.

    How old are you?

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    Please enter a whole number between 18 and 60 (included).

    Are you entitled to a pension?

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    We're sorry, but under current legislation we can't open an OIPE product for you - you can see our standard Retirement Savings Portfolio as a target.

    Sex

    Education

    Expected education

    In what currency do you wish to deposit funds?

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    Selected currency will be your basic currency. Your account value will be shown in selected currency, same as payment instruction. But you can deposit funds in other currencies, too. Bear in mind that the funds are converted into euro. Portfolios are denominated in euros.

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    We will show you the status of your account in this currency. However funds are converted then into euros, for which we buy index ETF funds on the stock exchange.

    How much do you wish to invest one-off?

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    Optional field. The minimum is 10 €.

    Optional field. The minimum is 250 Kč.

    Optional field. The minimum is 5 000 Ft.

    Optional field. The minimum is 50 zł.

    €

    How much do you wish to invest regularly every month?

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    Mandatory field, unless a one-off investment amount is filled. The minimum is 10 €.

    Mandatory field, unless a one-off investment amount is filled. The minimum is 250 Kč.

    Mandatory field, unless a one-off investment amount is filled. The minimum is 5 000 Ft.

    Mandatory field, unless a one-off investment amount is filled. The minimum is 50 zł.

    €
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    You can increase or change your investment at any time, the initial setting is not binding for you. We will automatically invest each deposit.

    For how many years do you plan to invest?

    Source of income

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    You can select multiple options.

    Do you plan to increase your regular monthly investment as your income increases?

    What is your net monthly income?

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    Today's income combined with your education is used to estimate your lifetime income and any increases in contributions as your salary increases.

    €

    Risk attitude

    What type of investment do you prefer?

    Knowledge and experience

    Which financial instruments do you have experience with and how extensive is it?

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    Have you ever invested in some of these instruments? For how long? Do you know any of them?

    Bonds
    Mutual funds, retirement funds and ETFs
    Stocks
    2nd and 3rd pillar
    Investment experience

    Pension payout

    Finax offers savers two forms of payout under the law. Please choose which form you prefer.

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    Finax does not offer a product with the possibility of an annuity payout. Therefore, if your pension needs require it, you will be able to switch your PEPP provider for the purpose of receiving an annuity payout.

    OIPE / IKE

    Do you already have an OIPE product?

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    Under current legislation, you can only have one OIPE product. This question is mandatory.

    Do you want to transfer your funds to our OIPE?

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    We're sorry, but we can't open a new OIPE account for you at Finax.

    Are you going to transfer funds from your IKE account to this PEPP account?

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    Please note that the first time you transfer funds, these funds will not count towards your annual deposit limit.