Skip to main content

+357 22 258790

55 Vyzantiou Street, Nicosia 2064

info@jknobel.com

Client Resources

This page constitutes a marketing communication under MiFID II where promotional elements are included. All investments involve risks, including the potential loss of capital. J. Knobel Investor Services Limited does not provide independent advice, execute trades, or hold client funds.


Our client resources provide essential documents for onboarding, suitability assessments, and order transmission. These are designed for your convenience and to ensure compliance with MiFID II and CySEC regulations.


Risk Warning: Investing involves risks, such as market volatility and potential loss of capital. Past performance is not indicative of future results. Review all documents carefully before proceeding.


Downloadable Client Pack

Access our bundled resources below. Documents are categorized by source for clarity: supplementary forms from J. Knobel (tied agent) and official regulated documents from Mega Equity (CIF).

J. Knobel Supplementary Documents (Tied Agent Forms)


These support preliminary data collection for suitability assessments and RTO. Data is transmitted to Mega Equity for processing under MiFID II.


  • Suitability Assessment Questionnaire: Gather your financial situation, investment objectives, and risk tolerance. Complete to receive a complimentary suitability report (non-binding, for informational purposes only).


Purpose: Facilitates MiFID II-compliant advice; includes GDPR consent for data processing.


  • Reception & Transmission of Orders (RTO) Instruction Form: Submit trade instructions (e.g., for stocks, bonds, ETFs) to be transmitted to Mega Equity.


Purpose: Streamlines order placement; no execution by J. Knobel.

Official CIF Documents – Mega Equity Securities and Financial Services Public Ltd

Standard documents required by the licensed investment firm (CIF) and issued in accordance with MiFID II & CySEC.

All advice is provided under MiFID II suitability rules. Investing involves risk and may result in loss of capital. J. Knobel Investor Services does not hold client assets or execute orders — it operates solely as an advisor and intermediary.