1. Introduction
J. Knobel Investor Services Limited (“the Company”, “we”, “us”) respects your privacy and is committed to protecting your personal data.
This Privacy Policy explains how personal data is collected, used, and shared when you interact with us in our capacity as a tied agent registered with the Cyprus Securities and Exchange Commission (CySEC) and acting exclusively on behalf of our principal, Mega Equity Securities and Financial Services Public Ltd.
2. Regulatory Status and Roles
J. Knobel Investor Services Limited is not an investment firm. We act solely as a tied agent under the Investment Services and Activities and Regulated Markets Law of 2017 and CySEC Directive DI87‑06 of 2018.
For the purposes of data protection:
- Mega Equity Securities and Financial Services Public Ltd acts as Data Controller for personal data processed in connection with regulated investment services.
- J. Knobel Investor Services Limited acts as a Data Processor or joint participant, processing data only on behalf of and under the instructions of the principal.
3. Personal Data We May Collect
Depending on your interaction with us, we may collect:
- Identification and contact details (name, address, email, telephone)
- Financial and investment‑related information required for regulatory purposes
- Information provided through enquiry forms, onboarding forms, or communications
- Technical data (IP address, browser type) when using our website
We do not collect or process personal data beyond what is necessary for services susceptible to representation.
4. Purpose of Processing
Personal data is processed for the following purposes:
- Client introduction and support services
- Reception and transmission of information to the principal
- Provision of investment advice on behalf of the principal
- Compliance with legal and regulatory obligations
- Fraud prevention and record‑keeping requirements
All processing is carried out strictly within the scope permitted to tied agents.
5. Legal Basis for Processing
Processing is carried out on one or more of the following bases:
- Performance of a contract or pre‑contractual steps
- Compliance with legal and regulatory obligations
- Legitimate interests of the principal investment firm
- Your explicit consent, where required
6. Data Sharing and Transfers
Personal data may be shared with:
- Mega Equity Securities and Financial Services Public Ltd
- Regulatory authorities, including CySEC, where required by law
- Service providers acting on behalf of the principal (e.g. IT, compliance, custody)
We do not sell personal data and do not disclose data to third parties for marketing purposes.
7. Data Retention
Personal data is retained only for as long as required to:
- Fulfil regulatory obligations
- Meet record‑keeping requirements under applicable laws
- Comply with instructions from the principal
Retention periods are determined by the principal’s regulatory obligations, not independently by the tied agent.
8. Data Subject Rights
You have the right to:
- Access your personal data
- Request rectification or erasure
- Restrict or object to processing
- Lodge a complaint with the Office of the Commissioner for Personal Data Protection (Cyprus)
Requests relating to regulated investment services may be forwarded to the principal, as Data Controller.
9. Contact Details
For privacy‑related enquiries:
J. Knobel Investor Services Limited
Email: info@jknobel.com
You may also contact the principal directly for matters relating to investment services.