Frequently Asked Questions


If I already have a wealth management portfolio, what will happen when I fill out the questionnaire again?

If you already have an existing wealth management portfolio and you fill out the questionnaire again, your wealth management portfolio will be updated to the most recent investor's profile if you changed it. This transaction will take place during the next rebalancing of your portfolio. MeDirect will regularly ask you to fill out this questionnaire again so that we are sure you always invest in the most suitable portfolio for you.