Flip Questionnaire

To begin with, we require you to answer a few questions. We will then contact you to complete the onboarding.

Informations about you

Information about you

Your full name and surname * Phone number * E-mail *

What licence do you currently possess for financial intermediation? *

IFA — Independent Financial Agent

SFA — Subordinate Financial Agent

TFA — Tied Financial Agent

I don’t know — please advise me

What primary services do you intend to offer within Flip? *
Select all relevant options

Buy securities of your choice for clients

Provide your own tailor-made strategies

Mediate WEM investment portfolios

How many clients do you currently have?  *

Number of clients

How many new clients do you expect in the next 1 year?

Number of clients

What is the current value of your AUM? *

AUM value

What AUM do you expect over the next 1 year?

AUM value

What countries do your clients come from?*
Select all relevant options

Exclusively from Slovakia

From V4 countries (SR, CZ, HU, PL)

From the USA

Other (please specify)

Please specify the countries concerned  *

Do you currently provide investments to your clients through an investment company?*
Please list all

No

Yes

What investments? (Please list all)* Through which company or companies? (Please list all) *

Are you planning to charge your clients an entry fee?*
If yes, please specify the amount

No

Yes

The amount of entry fee (%)*

BUY SECURITIES OF YOUR CHOICE

What types of securities would you like to provide?  *
Select all relevant options

Shares

ETF

Bonds

Investment certificates

IOther (please specify)

Other (please specify) *

What currencies will these securities be in? *
Select all relevant options

EUR

USD

CZK

GBP

Other (specify)

What other currencies? *

How many orders per month do you expect over the next 1 year?

Number of orders

In what average volume per order?

Average volume

Do your clients plan to trade securities outside the EU and US? If so, from which markets?

No

Yes

Please specify all markets *

Own strategies

How many strategies are you looking to offer? *

The number of strategies

Describe your method behind the investment strategies. *
Please specify:
- How many securities should be included in the strategy?
- What countries and currencies?
- What is the objective of your investment strategies — long-term holdings or short-term trading?

UHow do you define the approach of your investment strategies

If you have any detailed description of your current strategy, please attach

Upload the file

Max. 5MB
Type: pdf, doc, docx, odt, rtf, ppt, pptx, xls, xlsx

For which investors are your strategies intended?*

Specify investor type

What types of securities do your strategies encompass? *
Select all relevant options)

Shares only

ETF

Certificates

Bonds

Derivatives (options, futures, others...)

Other (please specify)

Type of securities *

Do your strategies involve algorithmic trading or high-frequency trading (HFT) *If so, in what capacity?

No

Yes

Please specify *

Do you possess back tests for these strategies, or have they been executed in real trading scenarios?*

No

Yes

If so, please attach the relevant file

Upload the file

Max. 5MB
Type: pdf, doc, docx, odt, rtf, ppt, pptx, xls, xlsx

What fees do you anticipate in association with your strategies? *Select all relevant options

Management fee

Performance fee

Success fee

WEM strategies

Which Wealth Effect Management (WEM) strategies are you considering offering?

WEM Share Class

WEM Bond Class

WEM Mixed Asset Class

WEM Investment Opportunities

Save For Tomorrow Investment Savings

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