Below you will find answers to the questions most frequently asked by private persons concerning their client relationship with Evli. If you represent a company, please contact our Investor Service at +358 (0)9 4766 9701 (Mon–Fri 9.30 a.m. - 4.30 p.m.) or info@evli.com.
Get new codes by identifying yourself with your personal banking codes (e.g. Nordea).
If your agreement has not been updated for two years, or if you do not yet have My Evli codes, you can get them by updating your service package and agreement. There is no charge for the My Evli codes.
Do the following:
Your My Evli codes or your agreement are out-of-date.
Do the following:
Confirmation codes are required to confirm various orders in My Evli, such as money transfers, fund subscriptions and share transactions.
A phone code is a 4-digit code that you need in order to do business over the phone with the Investor Service. You will receive a phone ID when you open a client relationship and you will see it in My Evli under My information & reports > Client information.
You can update your contact information in the following ways:
Update your information in My Evli under My information & reports.
Log in by using your personal banking codes (e.g. Nordea) and update your contact information.
Evli has a legal obligation to identify and know the client, find out the origin of the client’s assets and their intended use, and to obtain sufficient information on the client’s investment experience and knowledge. If necessary, we ask the client to provide additional information or we check whether the information is up-to-date. The information must be checked and updated at 2-year intervals.
Update the information in My Evli under My information & reports > Investor information
Securities’ custody reports, fund unit reports, transaction documents and bank statements are collected together in My Evli under the My information & reports section. Reports are kept in My Evli for at least five years. They can also be printed or saved.
Evli does not send reports by post.
You can update your contra account in My Evli under My information & reports.
If you are not yet an Evli client, open a client relationship by identifying yourself by using your personal online banking codes and selecting Trading service as the service level.
Log in to My Evli and open a book entry account under My information & reports > Client information. Select Open trading and follow the instructions.
If you are not yet an Evli client, select the fund in which you want to save every month. Click Invest on the fund presentation page. We will identify you by your personal banking codes.
Select a suitable fund in My Evli under Investing > Funds. You can make a savings agreement on the fund presentation page. You will see the existing fund savings agreements under My portfolio > Fund saving.
You can request termination of your client relationship in My Evli under the My information & reports section. Select Terminate client relationship and follow the instructions. First make sure that you no longer have any holdings in Evli.
Please notice that we will debit possible service charges when we terminate the client relationship. We will transfer the money automatically to your contra account.
Evli is obliged to collect information required for taxation because Finland has signed an agreement under the Foreign Account Tax Compliance Act (FATCA) with the USA. The agreement obligates Finnish banks and other financial institutions to identify their US clients and report the information on these clients’ investments and deposits to the US tax administration, the Internal Revenue Service (IRS).
The reporting takes place through the Finnish Tax Administration. For clients, this involves answering a few additional questions whose purpose is to determine the client’s residence for tax purposes.
Read more from The Federation of Finnish Financial Services website (in Finnish)
Tell us your question. We will get back to you as soon as possible.
As the value of mutual funds may rise or fall, it is not certain that you will always get back the invested assets. Past performance is not a guarantee of future returns.
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We ask you to take into account the fact that Evli Plc’s ability to offer services to states outside of the EEA or to citizens of these states may be affected by limitations related to license. Users of the website are personally responsible for any national limitations that may affect them.
Currently no Evli funds are registered for distribution in Belgium. If you are a Belgian professional investor and interested in some Evli funds, please contact us at fundinfo(a)evli.com
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