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Complete your suitability assessment and start your investment journey! Once submitted, you’ll receive a personalized suitability report, and we’ll be able to guide you toward the investment options that suit you best.

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Important Legal Disclosures

J. Knobel Investor Services Limited is a tied agent of Mega Equity Securities and Financial Services Public Limited, authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC) under license number 011/03. As a tied agent, we are appointed to provide investment advice and Reception and Transmission of Orders (RTO) services on behalf of Mega Equity Securities and Financial Services Public Limited.

All investment advice provided is subject to a thorough suitability assessment to ensure that the recommendations align with your financial situation, investment objectives, risk tolerance, and experience. We are committed to complying with European MiFID II regulations and guidelines and ensuring that the advice provided is in your best interest.

Please note that J. Knobel Investor Services Limited does not hold client money or execute transactions. Any transactions, account opening, or execution of orders will be carried out by Mega Equity Securities and Financial Services Public Limited once you complete the necessary onboarding and verification procedures.

Risk Warning: Investing in financial instruments carries risks, including the potential loss of capital. Past performance is not indicative of future results. It is important to ensure that you fully understand the risks involved before proceeding with any investment.

For more information, please review our Terms and Conditions and our Privacy Policy.

1. What is your primary investment goal?

Understanding your primary investment goals helps us tailor our advice and recommendations to align with your financial aspirations, whether you prioritize capital preservation, income generation, or growth.

2. What is your investment horizon?

Knowing your investment horizon allows us to assess how long you plan to invest before needing access to your funds, which influences the types of investments that are suitable for you.

3. How do you feel about taking risks with your investments?

Your comfort level with risk is crucial for determining the appropriate investment strategy. It helps us suggest investments that match your willingness to accept market volatility.

4. How do you react to market fluctuations?

Understanding how you react to market changes aids in assessing your emotional resilience as an investor, allowing us to recommend suitable investment approaches that fit your psychological profile.

5. What percentage of your total assets are you willing to invest in the stock market?

Your preference for allocating assets between different investment types helps us understand your investment style and ensures that our recommendations align with your comfort levels regarding diversification.

6. How important is liquidity to you?

Knowing your liquidity preferences enables us to recommend investments that allow you access to funds when you need them, balancing the need for growth with the availability of cash.

7. How much experience do you have with investments?

Your level of investment experience informs us of how much guidance you may need. This helps us provide advice and educational resources tailored to your knowledge level.

8. Are you familiar with financial instruments such as stocks, bonds, and mutual funds?

Understanding your familiarity with different financial instruments ensures that we provide clear explanations and recommendations, catering to your level of knowledge about the market.

9. What is your approximate net worth?

Knowing your net worth provides a snapshot of your overall financial health, helping us determine suitable investment options based on your financial capacity.

10. What is your annual income?

Your annual income helps us assess your ability to invest and understand how much you can comfortably allocate towards investments without impacting your living expenses.

11. What percentage of your income are you able to invest annually?

Understanding the percentage of your income that you can invest annually allows us to tailor our recommendations to fit your financial commitments and future goals.

12. Do you have any outstanding debts?

Knowing about your debts helps us assess your financial obligations and ensure that any investment strategy we propose does not jeopardize your financial stability.

Almost Done! Just a Few More Quick Questions 📋

Before we wrap up, we need to check in on a few final things to ensure everything is above board.