Please be advised that the Bank does not provide investment services to "US persons" who are US citizens or US incorporated and/or domiciled business entities under US law, due to the restrictions and prohibitions imposed by US law on the purchase/holding of financial instruments for the account/benefit of US persons or their agents, representatives or nominees. Please stop completing the Investor Questionnaire if you fall into this category. Thank you for your understanding.

For the completion of the appropriate Investor Questionnaire, please select the value that is typical of you in all categories below. (If there is only one option, the category is filled in automatically.)

Please be informed that 

• In case you belong to the Private or Premium segment, completion of the Suitability and Appropriateness Test is unavoidable for you to be eligible to the full range of investment services available to you, including investment advisory and/or portfolio management services. Based on the new legislation, the Bank should assess your sustainability preferences in order to use these services, the questions are set out in the Suitability Test. Before completing the Investor Questionnaire, please read the Bank’s Sustainability Client Disclosure.
• If you choose the category “Private individual customer – Private or Premium segment – with investment service including investment advice/portfolio management”, consequently the completion of the questionnaire including the Suitability and Appropriateness Test, you also consent to the processing of the data included therein. 

As a customer belonging to the Private or Premium segment, however, you may as well complete the Appropriateness Test only, in case you choose the category “Private individual customer – Private or Premium segment – with investment service not including investment advice/portfolio management”. Please take note that in such case you will not be able to use investment advisory and/or portfolio management services. 

If you belong to the normal retail segment, you may only complete the Appropriateness Test, have to choose the test category “Private individual customer – Normal retail segment”, and will not be eligible to investment advisory and/or portfolio management services. 

Before making your decision, please study the Bank’s privacy policies under Data Protection and Data Processing – Raiffeisen BANK, including in particular the Privacy Policy Concerning Investment Products, and make your decision about which test to complete after understanding its content. These privacy policies also include detailed information on the processing of your data, including in particular your rights and remedies related to data processing.
Should you have any questions, please refer to our call centre Raiffeisen Direkt at phone number 06 80-488-588.