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Can I adjust my Keyprivate risk profile?

Can I adjust my risk profile without closing my KEYPRIVATE?

It is possible to adjust your risk profile without closing your KEYPRIVATE. In order for your request to be taken into account, the new profile requested must correspond to a risk profile that is lower than or equivalent to the maximum risk profile defined during your relevance test. In the event of an adjustment based on the above, the Bank assumes that this implies a change in your investment objectives, including your risk tolerance. We draw your attention to the fact that the investment objectives linked to a risk profile are also linked to a time horizon and that changing the risk profile during the course of the contract may negatively affect the performance of the portfolio, for which the Bank cannot be held responsible.

You cannot make this change online. Your request must be made in writing, dated and signed, and sent to the following address Keyprivate@keytradebank.be The portfolio management mandate, which includes your risk profile, must also be adapted and signed. The modification of your profile will take place when your account is rebalanced (once a month). The modification of the profile will lead to purchases and sales for which you will not pay any fees but for which taxes will be due (TOB and tax on the capital gain of bond trackers)

This article does not contain any investment advice or recommendation, nor a financial analysis. Nothing in this article may be construed as information with a contractual value of any sort whatsoever. This article is intended for information only and does not constitute in any way a commercialization of financial products. Keytrade Bank cannot be held liable for any decision made based on the information contained in this article, nor for its use by third parties. Every investment entails risks such as a possible loss of capital. Before investing in financial instruments, please inform yourself properly and read carefully the document "Overview of the principal characteristics and risks of financial instruments" that you can find in the Document centre

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