A Trusted, Regulated Process
Welcome to J. Knobel Investor Services Limited your direct gateway to professional investment services, tailored financial advice, and regulatory peace of mind.
We are proud to act as a Tied Agent of Mega Equity Securities and Financial Services Public Limited, a Cyprus Investment Firm (CIF) licensed and regulated by the Cyprus Securities and Exchange Commission (CySEC) under license number 011/03.
⚖ Important Notice:
As a Tied Agent, J. Knobel Investor Services Limited is not a middleman or third-party broker.
We operate as an extension of Mega Equity, meaning that working with us is exactly the same as dealing directly with the firm.
All client agreements, investment accounts, and regulatory protections are under Mega Equity's license, offering you full transparency and investor safeguards.
Why Open Your Account with Mega Equity via J. Knobel?
- Direct access to a fully licensed Cyprus Investment Firm
- Transparent, compliant investment services under MiFID II
- Secure custody and execution of your investments
- No additional layers or markups — just professional, personalized service
- Full protection under CySEC regulatory framework and the Investor Compensation Fund
Our Onboarding Process
We’ve made the onboarding process simple, compliant, and client-friendly:
1. Discovery & Suitability Assessment
We begin with a meeting to understand:
- Your financial goals and life priorities
- Investment knowledge and risk tolerance
- Your financial situation (income, assets, liabilities)
This step is required by law and ensures we provide suitable and appropriate advice.
2. Complete the CIF Account Opening Form
You’ll complete the official Mega Equity application, with our help. This includes:
- Personal info and tax residency declarations (FATCA/CRS)
- Suitability and appropriateness questionnaire
- Consent to client agreement terms
3. Submit Identification Documents
To comply with KYC/AML regulations, please prepare:
- Valid passport or national ID
- Proof of address (dated within 3 months)
- Source of funds declaration (if required)
4. Sign the Client Agreement
You will sign the agreement directly with Mega Equity, not with J. Knobel. This outlines:
- The services you receive
- Risk disclosures and fee transparency
- Data privacy rights
- Complaint handling procedures
5. Account Activation & Welcome
Once approved, you’ll receive:
- Your account credentials
- Your adviser contact information
- A summary of your plan and investment strategy
What Happens After Onboarding?
Once your account is opened with Mega Equity Securities and Financial Services Public Limited, your relationship continues through J. Knobel Investor Services Limited, your dedicated and regulated point of contact.
Ongoing Support by J. Knobel
- We are your investment adviser — providing personalised, ongoing investment advice tailored to your goals, financial profile, and risk tolerance.
- We are your direct contact — for all questions, guidance, and service needs. No call centres or third parties.
- We are responsible for receiving and transmitting your investment orders to Mega Equity for execution. Your instructions come to us, and we take care of the rest under a regulated, secure framework.
Regulated Responsibilities
J. Knobel Investor Services Limited is authorised to:
- Provide investment advice under the license and supervision of Mega Equity
- Receive and transmit your orders to Mega Equity for execution
- Ensure that all recommendations and services are compliant with MiFID II and CySEC standards
You benefit from a seamless relationship:
- Advice and service from J. Knobel
- Execution, custody, and regulatory protections through Mega Equity
You speak with us. We handle the advice. Your investments are secured under Mega Equity’s licensed platform.
Start Your Onboarding Today
Let’s begin your journey toward confident financial planning and transparent investing.