Why This Matters:

Before we offer any investment advice or transmit orders on your behalf, we need to understand your financial situation, investment goals, experience, and comfort with risk.

This isn’t just good practice — it’s required under E.U. regulation.

What You’ll Get:

✅ A personalized investment profile

✅ Clarity on your risk tolerance and objectives

✅ Access to advisory or self-directed investment pathways

✅ A secure, compliant onboarding experience

Who Should Complete This?

This assessment is designed for individuals at all stages of life who want to make informed, strategic financial decisions:

• Starting Out or Growing Families: Build a strong financial foundation, plan for major life events, and set long-term goals.

• Mid-Career Professionals: Optimize investments, manage risk, and position your portfolio for future freedom.

• Pre- and Post-Retirement: Transition from accumulation to income, protect capital, and plan your legacy.

• Expats Living in Cyprus: Navigate local and global financial markets with clarity and confidence.

• High Net Worth Clients: Access global investment opportunities while preserving and growing wealth.

Compliance & Transparency:

• This form is part of our MiFID II suitability process
• All data is handled securely and in accordance with GDPR
• We operate on an agency basis — earning commissions only when you place orders through us
• All advice provided is non-independent, as defined by MiFID II