From March 2024, new users registering from within the UK (England, Wales, Scotland, Northern Ireland) will be displayed the following screen:
Clicking on “Take 2 mins to learn more” will prompt the List of Risks.
Take your time to read this short, but informative page. Reviewing the content is part of the latest guidelines issued by the Financial Conduct Authority (FCA).
Click “Continue” to proceed to the Investment Questionnaire. This is a brief series of questions to help the app understand what kind of investor you are, what is your investment proficiency level, and how much you are expected to invest annually. The collection of this kind of data is necessary to keep compliant with all the regulatory requirements.
If you press “Not Now”, the screen will go back to the previous stage. You won’t be able to use the SwissBorg app until you press on “Continue”. Completing the Investment Questionnaire is a requirement of the UK law.
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