1. Important Notice
This Risk Disclosure is provided by J. Knobel Investor Services Limited (“the Company”) in its capacity as a tied agent registered with the Cyprus Securities and Exchange Commission (CySEC) and acting exclusively on behalf of its principal, Mega Equity Securities and Financial Services Public Ltd, a licensed Cyprus Investment Firm.
The Company does not operate as an investment firm and does not provide investment services independently.
2. General Investment Risk Warning
Investing in financial instruments involves risk, including the possible loss of part or all of the invested capital. The value of investments may fluctuate due to market movements, economic conditions, interest rate changes, currency movements, and other factors.
Past performance is not a reliable indicator of future results.
3. Nature of Services Provided
The Company provides services susceptible to representation only, as permitted to tied agents under applicable law and regulation, including:
- Reception and transmission of orders
- Investment advice
- Promotion of the principal’s investment services
All regulated investment services are provided by the principal, under whose authorisation clients contract.
4. No Discretionary Authority or Custody
J. Knobel Investor Services Limited:
- Does not manage portfolios on a discretionary basis
- Does not hold or control client funds or financial instruments
- Does not execute transactions in its own name
Any execution, safekeeping, custody, or account maintenance is carried out solely by the principal or its appointed service providers.
5. Product‑Specific Risks
Different financial instruments carry different levels of risk, including but not limited to:
- Equity risk – price volatility and market risk
- Credit risk – issuer default risk
- Liquidity risk – inability to sell instruments at expected prices
- Currency risk – fluctuations in foreign exchange rates
- Derivative risk – leverage and complexity may magnify losses
Clients should ensure they understand the characteristics and risks of any financial instrument before making an investment decision.
6. Suitability and Appropriateness
Where investment advice is provided, it is done on behalf of the principal and based on information provided by the client regarding their financial situation, investment objectives, knowledge, and experience, in accordance with regulatory requirements.
Clients are responsible for providing accurate and complete information.
7. No Guarantee of Outcomes
Neither the Company nor the principal guarantees investment performance, capital protection, or specific outcomes unless explicitly stated in official documentation provided by the principal.
8. Regulatory Oversight
The Company operates under the responsibility and supervision of its principal, which is regulated by CySEC.
Clients may obtain further information regarding regulatory protections from the Cyprus Securities and Exchange Commission.