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Questions to ask a bank or adviser

Take these to your first meeting.

Updated: November 4, 2026. Schedules, prices and conditions change; always confirm on the booking page.

Town with a white church in a valley, seen from above
Town with a white church in a valley, seen from above · Photo: Original image
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  1. Which documents do you need, and in which language?
  2. Can you give me the fees in writing?
  3. What are the tax consequences for my situation?
  4. Who is responsible if something goes wrong?
  5. What is your professional registration, and can I verify it?
  6. What would a second opinion cost?