Preparing for your meeting
Learn tips for meeting with your financial advisor in 10 minutes! This section offers videos and quiz questions to make sure you've memorized the most important points. Got a meeting coming up? Then use our checklist
The investment consultation
There are strict guidelines for an investment consultation: advisors are required to ask you many questions, especially about your finances. However, if it's important for you to invest in line with your values, make sure to say so! Your advisor needs to take this information into account.
Learn more about the topic in the video!
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Why is it so hard to have an impact?
As an investor, it's not always easy to have a positive impact on the environment or society with your money. Investing money works differently than shopping in the supermarket. For example, only a few investment products can actually prove that they directly reduce CO2 emissions. Any promises about this should be carefully scrutinized!
Learn more about the topic in the video!
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Rules of the game
There are clear rules for investment advice sessions that providers must follow. The most important point is that recommended products must fit you and your situation! Mistakes can happen in two main ways: (1) your investor profile has not been completed, which means that your advisor cannot recommend a suitable product; or (2) even if your profile was completed, the recommended products do not fit.
Learn more about the topic in the video!
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Speak your mind!
An investment advice meeting focuses on financial topics. Any other topics are not (yet) obligatory. So if you want to take environmental or other issues into account, you need to bring it up yourself!
Learn more about the topic in the infobox!
What could go wrong?
With the help of around 100 undercover shoppers in French banks, 2° Investing Initiative learned that all too often, advice was incomplete, too general or only in the interest of the advisors. For instance, advisors often did not complete client profiles, failed to adequately address explicit sustainability interests, and sometimes even recommended unsuitable products.
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Be prepared
Have you checked all the boxes? Then you're well prepared for your next meeting with your financial advisor.
Were there any gaps or are you unsure about your sustainability profile? Take a look at our resources again at your leisure and use the sustainability questionnaire on MyFairMoney!
Looking for specific information on funds? Browse the fund database!
Are you planning to seek investment advice soon? Then use our checklist to make sure you get optimal advice during your consultation!
Good advice checklist
If you don't want to fill in the checklist online, you can find a PDF version here!
If you want to know more
Determine your personal sustainability profile!
Gain transparency in our fund database!
