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Devenir client OIS Finance

Become a customer

Tailor-made investment

Preliminary analysis

This form allows us to analyze your investor profile and assess the relevance of our strategies.
The information transmitted is strictly confidential.

Application to become an investor client

Civility
Preferred language of communication
Multiline address

Investor profile – first approach

Investor type
Private
Company
Family Office
Main objective
Estimated risk tolerance
Weak
Moderate
Balanced
Dynamic
Investment budget under consideration
Main currency
CHF
EUR
USD

Financial Experience and Understanding

Your investment experience
Beginner
Intermediate
Advance
Professional
Knowledge of derivative products
None
Basic
Good
Advanced
Interest in OIS Finance strategies
Protection strategies
Yield generation
Structured Derivative Strategies (Strat’OIS)
Global discretionary management
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