Zaba Private Invest

ZABA Private invest is investment advisory service within which you will be given the recommendation on how to invest your financial assets in accordance with your investment objectives, horizon and level of risk acceptable to you. In conversation with you, the private banker will determine your investment knowledge and experience, as well as investment period acceptable to you, your risk appetite and whether the characteristics of the investment products are aligned with your needs and objectives and to what extent.

Specialized experts create and quarterly update list of products which will be considered within ZABA Private Invest service (Best in Class products) based on performance analysis, considering information from available sources harmonizing the macro view of different asset classes with local and sector allocation.

The products of renowned European and World companies (asset managers), so called Preferred partners of UniCredit Group, as well as structured products issued by UniCredit Bank GmbH/UniCredit SpA are available to clients.

ZABA Private Invest Service includes:

• The suitability assessment of the Service and the investment products in relation to which advice is provided based on data collected from the Client for the purpose of assessing the suitability and providing personal recommendation (investment advice);
• Regular periodic suitability assessment of the Client’s Portfolio and informing the Client thereof (at least once a year);
• Regularly updating the data for the suitability assessment purposes.