Can I receive a consultation from the bank on the best investments?

The bank does not give recommendations to customers on the most suitable investment types and does not recommend any specific financial instruments. The customer makes their own evaluations and decisions on their investments, their need for them, and the suitability of specific financial instruments for their goals and needs.

However, we do recommend that potential investors use Finoterapija, an online consultation tool created by the bank’s subsidiary CBL Asset Management to help customers understand, how to manage their finances better. Also available is Investment strategy questionnaire, which customers can fill out to receive personalised investment recommendations for investment funds managed by CBL Asset Management tailored to their financial situation, risk appetite and knowledge.