CONTATTO

Ci piacerebbe sentire il tuo parere

Siamo pronti a rispondere a tutte le domande!

I am... *

And I want to... *

Why do you want to delete your profile?

Please visit our Essential Tips and FAQ before submitting a question

Most questions from our users are already answered, and the Essential Tips page is of great interest, especially to new investors.

As an advertiser on Savimap...

An extremely selective and qualitative audience of investors and financial planners is available to you. Please provide information about your company, campaign target, and budget. We will get to you with our proposals.

We are hiring!

Savimap is constantly looking for editors and journalist experts in financial topics, community managers, and translators. Other positions may also be available from time to time.

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Name *

Nome

Cognome

Email *

Your Message

Please specify when your profile has to be off. There is a minimum of 1 week.

File Upload

Fai clic o trascina il file su quest'area per caricarlo.

Please provide the information you want to appear on your profile page

Our team of editors will then review and edit this information in accordance with our editorial guidelines. Our goal is to make it as simple as possible for customers to identify the financial advisor that best fits their needs. At any time you will be able to request to edit this information again, put your page temporarily off or delete your page. The publication of your page is submitted to Savimap's validation. Only certified professional advisors are authorized.

The current fee for being listed on Savimap is 38$ (or the equivalent in other currencies)

The set-up fee, which covers our editorial costs, entitles you to get listed for an unlimited time and receive 3 free leads: unique users who requested to contact you, providing at least their name and an email address. The following additional leads will be charged to you monthly. The cost of leads is different accordingly to your country and specialties. As soon as we receive your request to get listed, we will communicate to you the cost of leads by e-mail. There is no engagement. If for any reason you are not satisfied with our service, at any time, you can refuse all payments we submit to you (even if we have already provided you additional leads), and request to edit or delete your profile.

On average financial advisors receive 10 leads per month and a maximum of 30

To ensure each financial advisor has sufficient time to properly manage new customers, leads are capped at a maximum of 30 per month. At any moment, for any reason (like a vacation or too many leads already received), you will also be able to put your profile temporarily off.

What will happen next?

After you send this form, the information will be reviewed and validated by our team of editors, which will usually take a couple of working days. You will then receive a link to pay for the set-up fees of 38$ (or the equivalent in other currencies): after the payment is received, you will be listed on Savimap. You can request to edit and delete your profile at any time. For any additional information write us [email protected]

Please provide the information you want to modify on your page

Our team of editors will then review and edit this information following our editorial guidelines. Our goal is to make it as simple as possible for customers to identify the financial advisor that best fits their needs. At any time you will be able to request to edit this information again. After you send this form, the information will be reviewed and validated by our team of editors, which will usually take a couple of working days.

IMPORTANT: Just send us the information you want to modify. It is NOT required to send again all information and rewrite the entire text.

Please provide again information and documents to verify your identity

We need to verify you are entitled to request the deletion of the profile page.

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Name *

Nome

Cognome

Email *

The email will be used both by Savimap and customers to contact you.

Specialties *

Select all your specialties from the list.

Picture *

Fai clic o trascina il file su quest'area per caricarlo.

Please send a close-up picture (like a "Linkedin photo"). It will be shown on your profile page.

Picture

Fai clic o trascina il file su quest'area per caricarlo.

Please send a close-up picture (like a "Linkedin photo"). It will be shown on your profile page.

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Country *

The Country you live in.

Country

The Country you live in.

Spoken Languages *

All languages you are fluent with.

Spoken Languages

All languages you are fluent in.

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Please provide us proof you are the actual owner of the page you ask a modification for

Company Registration Number *

Please provide your company registration number as we need to verify you are entitled to provide advisory services.

Financial Advisor Registration Number *

Please provide your Financial Advisor registration number as we need to verify you are entitled to provide advisory services. This is not your company registration number: it is the registration number provided by your country regulator to entitle you to work as a financial advisor. If in your country it is not mandatory, please write: NOT NEEDED. We may ask you for additional documents to verify this information.

Proof of Company Registration *

Fai clic o trascina il file su quest'area per caricarlo.

Please provide a document, such as the company creation statement, to verify the information about your company.

Proof of registration as Financial Advisor *

Fai clic o trascina il file su quest'area per caricarlo.

Please provide a document, such as the national registry certificate, to verify you are registered as a financial advisor.

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Layout

Phone

While not mandatory, providing a phone number is suggested, as it will facilitate direct contact with your new customers. The phone number will be only shown after users have already requested to contact you.

Phone

Calendly Link

While not mandatory, providing a calendly link is strongly suggested, as it enables customers to directly book a meeting in your agenda, facilitating direct contact. For more information: calendly.com

Calendly Link

IMPORTANT: Just send us the information you want to modify. It is not required to rewrite the entire text.

Short Description *

The short description is the most important text to present you as it is shown on the comparative page. Shortly describe yourself. Highlight what makes yous special! Some examples : "Available 24/7, expert solutions, clear explanations, and personal touch". "More than 1000 customers served since 2001 with excellent returns". "Graduated from MIT. A unique portfolio of exclusive products."

Short Description

Profile *

The description synthetize your profile, expertise and most important information. It is shown in your financial advisor page.

Profile

The description synthesize your profile, expertise, and most important information. It is shown on your financial advisor page.

Professional Experience *

Describe your professional experience. It may contain experiences not directly related to your current profession as an advisor. It is shown on your financial advisor page.

Professional Experience

Describe your professional experience. It may contain experiences not directly related to your current profession as an advisor. It is shown on your financial advisor page.

Studies *

Describe your studies, including post-university formation and any relevant training and certification you think is relevant. It is shown on your financial advisor page.

Studies

Describe your studies, including post-university formation and any relevant training and certification you think is relevant. It is shown on your financial advisor page.

Recent activity (optional)

Describe any recent relevant update to your profile or profession, such as new certifications, articles published, new specialties, new innovative products, new solutions available in your portfolio, etc. It is shown on your financial advisor page.

Additional information (optional)

Describe any other additional information you think is relevant. It is shown on your financial advisor page.

Which models of remuneration do you accept? *

Multiple choices are allowed. Percentage of the assets under management (AUM); hourly fees; fixed fees for a specific service, such as creating a financial plan or providing investment advice for a given time; Commission-based fees on certain products or services recommended, such as mutual funds or insurance products.

Which models of remuneration do you accept?

How expensive are your fees? *

$$$ (high) fees are typically a percentage of the assets under management (AUM) above 2%; and hourly fees between above 300$ (or the equivalent in other currencies).
$$ (average) fees are typically a percentage of the assets under management (AUM) between 1% and 2%; and hourly fees between 150$ and 300$ (or the equivalent in other currencies).
$ (low) fees are typically a percentage of the assets under management (AUM) below 1%; and hourly fees below 150$ (or the equivalent in other currencies).

How expensive are your fees?

What are your fees? (optional)

List and describe the prices you apply.

GDPR Agreement *

I consent to having this website store my submitted information so they can respond to my inquiry.

Per qualsiasi altra richiesta

Scrivici [email protected]

CONTATTO

Ci piacerebbe sentire il tuo parere

Please visit our Essential Tips and FAQ before submitting a question

As an advertiser on Savimap...

We are hiring!

Please provide the information you want to appear on your profile page

The current fee for being listed on Savimap is 38$ (or the equivalent in other currencies)

On average financial advisors receive 10 leads per month and a maximum of 30

What will happen next?

Please provide the information you want to modify on your page

Please provide again information and documents to verify your identity

Please provide us proof you are the actual owner of the page you ask a modification for

Per qualsiasi altra richiesta

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