How it works
How do I register with Empodering?
- Hello Albert. I am interested in financial advice from Empodering, after you told me the other day that Empodering Multi-Strategy can be useful for me, and how much can i earn by investing in it. But I do not know where to start!
- Hi Tina. Your doubt is reasonable.
- I am a person who likes to know the steps that I will have to follow, before starting. I don’t want unexpected surprises.
- I understand you. The first step is for Empodering to know about you and what your investment needs are.
- And how do I tell them who I am?
- Empodering has a questionnaire investor profile.
- Who can help me, if there is a step of the form that I don’t know how to answer correctly?
- You can contact Empodering, and ask them any questions you have regarding the questionnaire.
- This is fine.
- I can tell you the key points that I found when I signed up. Will you invest by yourself, or with someone? Will you do it in your name, or through your company?
- I’ll invest by myself, for now. But perhaps in the future I would like to open an investment account for my son, do you know if it can be done?
- Yes, I remember reading that this could be done, too.
- I’ll do that later. But for now, by myself.
- Well, the first thing you should do is fill out the questionnaire with your data.
- And is this very difficult?
- No, it’s not difficult. But I won’t lie to you: it’s a bit long. I recommend you to set aside some time to finish it, and not leave it halfway. Oh, and have your ID with you.
- Why, if I know my name and address?
- Do you know the expiration date of your ID?
- Oops, no. I’ll listen to you!
- Another thing I remember is that they asked my profession.
- Oops, what should I put there?
- You are a real estate developer, right?
- Yes.
- Well, you can put “Real estate developer”, or something similar. You don’t need to write a lot of text, a short description of your work is enough.
- It’s a relief.
- And another thing: you must tell them if you are a “Person with Public Responsibility” or not.
- what is this?
- Well, if you are a head of state, or a parliamentarian, or an ambassador, or a high-ranking army official, or something similar. Also if you are a spouse, child or parent of one of the above. I am clear that I am not, and I put “no”. But if you have any questions about it, contact Empodering before starting the form.
- I’ll also put “No”.
- It seems correct to me. And I also had to answer some questions about my profile as an investor.
- Oops, will I know how to answer these questions? I don’t know anything about finance.
- Don’t worry, they don’t test your financial knowledge. The questions are about how you would react to different situations. You will know how to answer them, don’t worry.
- Give me some example.
- Better not, because I would influence you with my choices, and you must answer what suits you.
- Seems correct to me.
- The only thing I will tell you is to try to think about past experiences. I think your experience as a real estate developer will help you a lot. And also try to answer the questions as faithfully as possible.
- I will.
- And then, when you finish filling out the form, Empodering will prepare a Personalized Investment Plan for you, adjusted to your needs. And they will send it to you by email, along with the other documents that you must sign.
- When I receive my Personalized Investment Plan, do you mind if I ask you how to continue?
- Of course not, Tina! Until then.