Contact - jknobel.com

+357 22 258790

55 Vyzantiou Street, Nicosia 2064

info@jknobel.com

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Call us at 22 258790 or complete the form with your request and we’ll be in contact with you soon!

offices

J. Knobel Investor Services Limited

55 Vyzantiou Street

Nicosia 2064

2064

+357 22 258790

info@jknobel.com

Mon-Fri: 8am- 5pm

This worksheet will assist your financial planner in developing a plan tailored to your goals and

financial situation

A. Personal Details

Marital Status

Single
Married
Divorced
Widowed

B. Employment

Sector

Public
Private
Self-Employed
Retired

C. Assets & Investments

D. Financial Goals

Please check the financial goals you want to address:

Do you currently have a written financial plan?

Yes
No

Would you like a review of existing plans?

Yes
No

E. Savings & Investment Preferences

Are you satisfied with the returns on your savings/investments?

Yes
No

Do you regularly track or review your financial position?

Yes
No

What level of investment risk are you comfortable with?

Low (capital preservation)
Medium (balanced growth)
High (aggressive growth)

Notes / Additional Comments

GDPR Consent

I hereby confirm that I have read and understood the Privacy Notice and consent to the collection, processing, and storage of my personal data by J. Knobel Investor Services Ltd, in accordance with the General Data Protection Regulation (EU) 2016/679 (GDPR).

I understand that my data will be used solely for the purpose of providing financial planning, investment advice, and related services, and may be shared with Mega Equity Securities and Financial Services Public Ltd where required. I am aware of my rights to access, rectify, or delete my data, and to withdraw consent at any time.
Privacy Policy

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J. Knobel Investor Services Limited
Tied Agent of Mega Equity Securities and Financial Services Public Ltd
Registered with CySEC since: 23/11/2020
Managing Director: John Knobel (Advanced Certified, CN 1583)

Office Address:
55 Yyzantiou Street, Nicosia 2064, Cyprus
📞 +357 22 258790
✉️ info@jknobel.com

Mega Equity Securities and Financial Services Public Ltd
Address: 42-44 Griva Digeni Avenue, 3rd Floor, CY-1080 Nicosia / P.O.Box 23685, 1685 Nicosia
Phone: +357 22 711 711 | Fax: +357 22 711 811 | Email: info@megaequity.com

Regulatory Information: J. Knobel Investor Services Limited is a tied agent of Mega Equity Securities and Financial Services Public Ltd, licensed and regulated by the Cyprus Securities and Exchange Commission under license number 011/03, dated 12/05/2003. J. Knobel Investor Services Limited is authorized to promote and provide investment advice (Service 2) and receive and transmit client orders (Service 1) concerning financial instruments 1, 2, 3, 4, 5, 6, 7, 8, and 10, as defined by the Investment Services and Activities and Regulated Markets Law of 2017 (Law 87(I)/2017) and MiFID II.

Legal Policies

Privacy Policy

Risk Disclosure

Terms & Conditions

Legal Disclosures

Risk Warning: Investments involve risk, including loss of capital. Client funds are held in segregated accounts by Mega Equity Securities & Financial Services Public Ltd, a CySEC-regulated CIF. The Investor Compensation Fund (ICF) covers eligible cash claims up to €20,000 per retail client. Securities held in custody are not subject to this limit. Learn how your assets are protected ›