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PRIVACY POLICY


jknobel.com


J. Knobel Investor Services Limited – Tied Agent of Mega Equity Securities & Financial Services Public Ltd


Last Updated: 24 November 2025


1. Who We Are


J. Knobel Investor Services Limited (“we”, “us”, “our”) is a Cyprus-registered company (HE 379422) acting exclusively as a tied agent (CySEC Registration No. 32) of Mega Equity Securities & Financial Services Public Ltd (“Mega Equity”), a Cyprus Investment Firm authorised by CySEC under licence 011/03.


We are joint data controllers together with Mega Equity for the personal data processed in the context of providing investment services to you.


2. What Personal Data We Collect


We collect and process the following categories of personal data:


  • Identification data (name, ID/passport number, date of birth, nationality)
  • Contact details (address, telephone, email)
  • Financial information (income, net worth, source of funds, investment experience, objectives, risk tolerance)
  • KYC/AML documentation (proof of identity, proof of address, FATCA/CRS self-certification)
  • Recordings of telephone calls and electronic communications (where investment-related)
  • Transaction and account data received from Mega Equity


3. Why We Process Your Data (Legal Bases)


PurposeLegal Basis
Client onboarding and KYC/AML checksLegal obligation (Law 188(I)/2007, MiFID II)
Provision of investment advice and reception & transmission of ordersPerformance of contract with you (Investment Advice Addendum)
Suitability and appropriateness assessmentsLegal obligation (MiFID II Art. 25)
Record-keeping and call recordingLegal obligation (MiFID II Art. 16(6)–(7))
Responding to your inquiriesLegitimate interests
Compliance, audit, and defence of legal claimsLegal obligation & legitimate interests
Sharing with Mega Equity (account opening, execution, custody)Performance of contract & legal obligation


4. Who We Share Your Data With


  • Mega Equity Securities & Financial Services Public Ltd – as principal CIF and joint controller (account opening, execution, custody, compliance)


  • Auditors and legal advisors (when required)


  • IT service providers (Microsoft with EU data-processing agreement)


We do not sell your data and do not transfer it outside the EEA except where required by FATCA/CRS (with appropriate safeguards).


5. How Long We Keep Your Data


We retain your personal data for the duration of our relationship and for 7 years after the relationship ends (or longer if required by law or for ongoing legal proceedings).


6. Your Rights Under GDPR


You have the right to:


  • Access your personal data
  • Rectify inaccurate data
  • Erase your data (where no longer required)
  • Restrict or object to processing
  • Data portability
  • Lodge a complaint with the Cyprus Data Protection Commissioner (www.dataprotection.gov.cy)


To exercise any right, please contact us at info@jknobel.com or Mega Equity at info@megaequity.com.


7. Security


We implement appropriate technical and organizational measures (encryption, access controls, staff training) to protect your data against unauthorized access, loss, or breach.


8. Cookies & Website Tracking


This website uses only essential cookies (session management). No analytics or marketing cookies are used.


9. Changes to This Policy


We may update this Privacy Policy from time to time. Material changes will be notified on the website and, where appropriate, by email.


10. Contact Us


Data Protection Contact

J. Knobel Investor Services Limited

55 Vyzantiou Street, 2064 Nicosia, Cyprus

Email: info@jknobel.com Phone: +357 22 258790


Mega Equity DPO (joint controller) Email: info@megaequity.com


This Privacy Policy fully complies with GDPR (EU) 2016/679, Cyprus Law 125(I)/2018, and CySEC requirements for tied agents as of November 2025.