With J. Knobel Investor Services Limited
Tied Agent of Mega Equity Securities & Financial Services Public Limited
(CySEC License No. 011/03)
Flexible. Transparent. In Your Control.
Step one: Personal Meeting
We meet with you (in person or online) to understand your needs and complete a suitability assessment.
Step Two: Tailored Investment Plan
We create a financial plan and propose a model or custom portfolio based on your risk profile.
Step Three: Onboarding
You complete onboarding documents with the CIF. We charge a one-time fee to cover plan creation and account setup. See how we charge here.
Step Four: Ongoing Support
You receive continuous advice, portfolio reviews, and investment ideas from your personal and certified investment advisor to help you stay informed and engaged with your investments.
Your Relationship With Us and the CIF
When you open an account through J. Knobel Investor Services Limited, you are entering into a direct legal and contractual relationship with Mega Equity, the licensed investment firm. We, as the Tied Agent, act on behalf of Mega Equity and are authorised to offer specific investment services on their behalf under CySEC and MiFID II regulations.
What Services We Provide:
As a Tied Agent of Mega Equity, we are authorized and responsible for:
You are not dealing with an intermediary — you are dealing directly with the CIF, Mega Equity.
J. Knobel Investor Services Limited is your first point of contact, responsible for managing your relationship with the firm.
Although we act on behalf of Mega Equity, your account, trading activity, and regulatory protections are fully managed and safeguarded by Mega Equity, a licensed Cyprus Investment Firm, under EU investment services law.
Step 1: Download the Required Forms
To get started, download and complete the official account opening documentation provided by Mega Equity:
Make sure to include all required identification and verification documents.
Step 2: Submit the Forms
Once completed, you must hand deliver the forms and documents to your contact at J. Knobel Investor Services Limited:
To arrange a meeting to submitted your forms or alternately you can complete the forms at our offices. We have printed forms ready for you if required.
📧 Email: accounts@jknobel.com
📞 Phone: 22 258 790
🏢 Office: 55 Vyzantiou Street, Nicosia 2064
We will perform an initial review and forward your documents to Mega Equity for compliance approval.
✅ Compliance Review – Mega Equity will perform full regulatory checks (KYC/AML/suitability).
✅ Account Opening – Once approved, you’ll receive confirmation and access to your account.
✅ Ongoing Support – We will remain your dedicated contact for any account or service-related matters.
J. Knobel Investor Services Limited, your trusted gateway to regulated investment services. We are an authorized Tied Agent of Mega Equity Securities & Financial Services Public Ltd, a Cyprus Investment Firm (CIF) regulated by the Cyprus Securities and Exchange Commission (CySEC).
Public Register
J. Knobel Investor Services Limited is officially listed in the CySEC Register of Tied Agents, which may be accessed at:
