Robo-Advisor – a simple way to invest

You will receive an advice to invest in one of the actively-managed and diversified TrustWave group funds.

• Minimum investment amount – 1 USD
• We will recommend where to invest. However, you will have to make all further investment-related decisions (when and how to make changes in investments, etc.) yourself
• After the recommendation period expires the investment may not be suitable for you anymore. We don’t provide an automatic reassessment of suitability – to receive a new recommendation, you can go through the Robo-Advisor setup at any time

Fees. If you decide to invest in the recommended fund, the fund administration fee (0.42%) and fund ongoing charges (0.77-1.22%) apply, which would total from 1.19% to maximum 1.64% per annum from the sum invested.

For example, per every 100 USD you invest, the annual costs and charges to be paid by you would be from around 1.19 USD to 1.64 Eur.

No additional fee for the recommendation of the fund is applied.

Money will be invested in portfolio which consists of up to 10 passively-managed exchange traded funds (ETFs).

• Minimum investment amount is 50 USD
• We will set up and manage your securities portfolio, and will take all investment decisions related to it on discretionary basis
• We will periodically assess suitability of your portfolio, taking into account the investor data you provide us with respect to a particular portfolio

• Robo-Advisor is an easy way to start investing. We will ask you to select the service you are willing to use and provide us with some information to prepare the investment solution suitable to you.
• Afterwards, you will only need to review provided documentation, set up the payments and sign the agreement.
• All solutions offered in Robo-Advisor take into account the aspect of sustainability.
• Robo-Advisor is an automated service, and you will go through the session without our direct assistance.