Investment consultations

Investment Strategy Questionnaire

By using the most up-to-date technologies and combining them with our many years of financial expertise, we have created an Investment Strategy Questionnaire which, when filled in, offers personalised investment recommendations on investment funds offered by CBL Asset Management, based on financial situation, risk appetite and knowledge.

Fill in questionnaire

Finoterapija

Finoterapija is a free online consultation created to help you act smarter with your finances. By spending just 10 minutes on the tool, participants will find out the best way to save or invest, and will receive an individually-adapted plan for the effective use of their personal finances.

Start Finoterapija

Sustainability

CBL has chosen not to include sustainability or Environmental, Social, and Governance (ESG) criteria in its Finoterapija and Investment Strategy Questionnaire suitability evaluations. More information in accordance with the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector is available here.

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