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FAQs

1. What is a Buffered ETFs Investment Plan?

Buffered ETFs, also known as Defined Outcome ETFs, are investment plans that aim to provide a level of protection against market downturns while offering the potential for growth. These plans typically set a predetermined buffer level, and investors are protected from losses up to that point. If the market performs within the buffer range, investors may receive positive returns, and if the market falls beyond the buffer, the losses may be buffered or limited.

2. How does a Structured Investment Plan work?


A Structured Investment Plan is a product that combines multiple investments, such as stocks, bonds, and derivatives, into a single instrument. The plan is designed to offer a specific risk-reward profile based on the performance of the underlying assets. It allows investors to tailor their investments to suit their risk appetite and financial goals.

3. What are Guaranteed Returns?


Guaranteed Returns refer to investment plans or products that provide a predetermined minimum return on the investment, regardless of market fluctuations. These plans offer investors a level of security and assurance that they will receive at least the guaranteed minimum return, even if the market performs poorly.

4. How does a Child Savings Plan work?


A Child Savings Plan is a long-term investment strategy designed to build wealth and savings for a child’s future needs, such as education expenses or other significant life events. These plans typically offer various investment options, flexibility in contributions, and potential tax benefits, making them an attractive option for parents and guardians looking to secure their child’s financial future.

5. What is a Retirement Savings Plan?


A Retirement Savings Plan is an investment vehicle specifically designed to help individuals build a sufficient nest egg for their retirement years. These plans often come with tax advantages, allowing individuals to save for retirement while potentially reducing their current tax burden.

6. How are risk and returns managed in these investment plans?


At our investment/trading platform, risk and returns are managed through a combination of diversification, strategic asset allocation, and risk management strategies. Buffered ETFs and Structured Investment Plans are designed to balance risk exposure and seek to protect against extreme market volatility while aiming for growth potential. Guaranteed Returns are backed by robust risk management techniques to ensure the promised returns are delivered. Child Savings and Retirement Savings Plans provide tailored investment approaches based on individual risk profiles and long-term financial goals.

7. Are there any fees associated with these investment plans?


Yes, like any investment service, there may be fees associated with our investment plans. These fees may include management fees, administrative charges, and other expenses. However, we are committed to providing transparent information about all applicable fees, ensuring investors have a clear understanding of the costs involved.

8. Can I make changes to my investment plan over time?


Absolutely! We understand that life circumstances and financial goals may change over time. Our investment platform offers flexibility, allowing you to make adjustments to your investment plans when needed. Whether you want to increase contributions, change investment options, or adjust risk levels, our team is here to assist you with your investment journey.

9. How do I get started with investing on your platform?


Getting started is easy! Simply sign up for an account on our platform, complete the necessary KYC (Know Your Customer) requirements, and choose the investment plan that aligns with your financial goals. If you need any guidance or have questions, our experienced team of advisors is ready to help you every step of the way.

10. Is my investment protected?


As with any investment, there are inherent risks. However, our platform is committed to offering investment plans that focus on capital preservation, risk management, and strategic growth. While investments are subject to market fluctuations, our buffered ETFs, structured plans, and guaranteed returns aim to provide added layers of protection to investors’ capital.

Please note that the above FAQs are for general informational purposes only and may not cover all specific aspects of our investment platform. For more detailed information or personalized advice, we encourage you to reach out to our team of experts who will be delighted to assist you further.

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Investing involves risk and there is the potential of losing money when you invest in securities and digital assets. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.

Investments in securities and digital assets through Fontavis Finance are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Furthermore, investing in digital assets is highly speculative and volatile, and only suitable for investors who are able to bear the risk of potential loss and experience sharp drawdowns. Digital assets are not subject to SIPC protections.

Before investing, consider your investment objectives and risk tolerance. Fontavis Finance’s investment services are designed to assist clients in achieving their financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, refer to Fontavis Finance’s disclosures and terms of service.

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