Inyova Support Center

Inyova Impact Initiative

• What is a shareholder impact initiative?
• What is our current Shareholder Impact Initiative?
• How can I support this initiative?
• What will the engagement in our initiative look like?
• What happens if the initiative is successful?
• Where can I find more information?

Inyova Pillar 3a

• What are the tax advantages of an Inyova Pillar 3a?
• Funding your Inyova 3a Pillar
• How can I start my Pillar 3a with Inyova?
• How can I transfer my existing Pillar 3a to Inyova?
• What is Inyova Pillar 3a, and how does it work?
• Why a Pillar 3a with Inyova?

Inyova services

• Special referral Promotion
• Inyova promotions
• How much are the fees for my Inyova impact investment?
• What services are included in the yearly fee?
• What differentiates Inyova from other providers?
• What is Inyova for Kids and how can I open an account?

Impact topics and companies

• How does Inyova assess the companies for my portfolio?
• Which and how many impact themes should I select?
• Can I choose specific companies for my strategy and exclude others?
• Where in can I find specific information about the companies in my portfolio?
• Where do I see the impact of my portfolio?

Inyova's portfolio composition

• Inyova's adaptations to your portfolio
• Why is it important to set my initial investment and savings plan correctly? Can I change my mind later?
• Should I invest with monthly contributions or all at once?
• What exactly am I investing in?
• How much should I invest in stocks and bonds respectively?
• How will my investment be distributed among stocks?

Investment approach

• How should I set my initial investment and savings plan?
• What happens with my dividend payout?
• How much return can I expect from my Inyova portfolio?
• How is the market benchmark for my portfolio calculated?
• How is the return on my portfolio calculated?
• What is the minimum investment required?

Changing your strategy

• Why is the invested amount too low to add a specific company?
• How do I transfer additional funds to my Inyova account? Is the money invested automatically?
• Can I change my strategy once I am already invested? If so, how often?
• I have made some changes to my strategy. Will it still be a good investment?
• How do you decide which companies to invest additional money in?
• How can I withdraw money?

Opening your account

• What are the steps to become an impact investor?
• What do I need for the identification?
• Why is the identification done over video?
• What happens during the video chat?
• What should I do if the video call does not work?
• How do I sign the contract?

Inyova's partner Saxo Bank

• Why do I need an account at Saxo Bank?
• Why did you choose the Saxo Bank as your partner bank?
• Who has access to my account?
• I received an email from Saxo Bank, what should I do?

Residency requirements to invest with Inyova

• Can I invest with Inyova if I am not a Swiss citizen?
• Can I keep my account if I plan on leaving Switzerland soon?
• Can US citizens or tax payers invest with Inyova?

Safety & security

• How do I enable two-factor authentication?
• What is two-factor authentication?
• Is my money safe with Inyova?
• What happens to my investment if Inyova goes bankrupt?
• Where is Inyova domiciled?
• How is Inyova regulated?

Taxes

• Do I get a tax statement?
• What is DA-1?
• What are the different parts of the tax statement?
• How do I declare my taxes with Inyova?
• Am I subject to US taxes on my US stocks?
• How are my returns taxed? Does it count as income?