These questions are to explore your needs and recommend a suitable model from our available portfolio models. You can read more about them here.
You can change anytime your investment style preferences and monthly investment amounts. Also, you can access and use your money on the go, without any exit fees. If you need help regarding these questions, please do not hesitate to contact us.
The data provided here will be used in association to creating your portfolio. It would be beneficial for your future portfolio if the answers you provide are accurate.
The projected value shows the future value of your investment in different market conditions. The calculation uses financial models to project a range of possible outcomes. The projected value is the midpoint of the range. The calculator computes the average return and the upper 95 and lower 5 of expected returns to represent if the anticipated market performance goes better or worse. The values include the associated fees, but do not include any tax that you might need to settle. With investing, your capital is at risk and you could get less back than the original investment.
Investing in financial instruments involves a high degree of risk and may not be suitable to all investor. Trading in financial instruments can result in both an increase and decrease in capital. Please refer to our Risk Disclosure available in our web site for further information.
For more information about the company's policies when using this website and the contract terms that are used when opening an account with ISEC, please go to CONTRACT TERMS .