Introducing Sygnia RoboAdvisor

Plan your future on your coffee break

DownArrow

step-1

Tell us about yourself

In order to design your investment strategy, we ask you questions about your personal circumstances, risk preference and savings objectives. Rest assured, we do not share this information with anyone.

step-2

See your future

Sygnia RoboAdvisor uses your information to show you your expected financial future if you continue on your current path without making any changes to your investment or savings approach.

step-3

Take Control

Adjust your strategy and savings goals using our unique suite of controls, until you have designed the right financial path for yourself. We will do the rest.

step-4

We design your strategy

We build a fully diversified investment portfolio uniquely suited to your needs. This will comply with all the legal requirements relevant to the savings product you have selected.

step-5

Open a Sygnia Account

Simply fill out our application form online and we will send you your financial plan and discretionary client mandate. You will have the option to sign the documents electronically using eSign Services, which includes a facility to securely upload any supporting FICA and business documents, or if you wish, to print, sign and return all of the documentation using email, post or fax.

This is a once-off process. If you would rather speak to a client service manager, please call us on 0860 794 642 (0860 SYGNIA), Monday to Friday during business hours.

step-6

Relax

Our investment team will manage your investments and rebalance these on a regular basis, keeping you informed through regular reporting. You can also check in anytime to see how your investments are doing, via our internet portal which will be set up for you when you open your account. We also remind you once a year to review your investment strategy to ensure it remains suited to your circumstances.

Your future is here

Still unsure?