What is the “personalized advice” offered by Epsor?

In order to help you manage your savings , Epsor offers you personalized advice when you register . Practical if you don't yet know in which funds to invest your savings, plus this service is free !

1️⃣ You will answer a series of questions which will focus on your current financial situation, your future projects, your financial knowledge, etc. in order to determine together your investment horizon and your sensitivity to risk.

2️⃣ You will then be asked to follow an investor profile among 6 existing profiles, created by our investment department.

3️⃣ You can choose to follow our advice , change to another profile that seems more in line with your objectives or decide to manually select your investment media.