Saveable checklist

First investment checklist

Tick items as you complete them. Progress stays on this device until you reset it.

0 of 9 complete

Define the goal and earliest withdrawal dateKeep emergency cash separateList debts and their effective ratesWrite the maximum loss you could tolerateCompare total costs, not only commissionVerify the provider in an official registerRead ownership and custody termsRecord tax and reporting questionsSet a review date before funding

Completion is a pause point, not approval

This list organises research. It does not certify a provider or decide whether an investment is suitable. Re-check official records immediately before transferring money.