Privacy Policy

Effective Date: July 25, 2025
Last Updated: July 25, 2025

J. Knobel Investor Services Limited (“we,” “our,” or “us”) is committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your personal information in accordance with the General Data Protection Regulation (GDPR), Cyprus Data Protection Law, and relevant guidance from the Office of the Commissioner for Personal Data Protection and CySEC.

1. Who We Are

J. Knobel Investor Services Limited

Tied Agent of Mega Equity Securities and Financial Services Public Ltd
Registered Office: 55 Yyzantiou Street, Nicosia 2064, Cyprus
Email: info@jknobel.com
Phone: +357 22 258790

We operate under the regulatory responsibility of Mega Equity Securities and Financial Services Public Ltd, a licensed Cyprus Investment Firm (CIF License No. 011/03).

2. What Personal Data We Collect

We may collect the following categories of personal data:

• Name, address, phone number, and email
• Identification documents (e.g., ID, passport)
• Financial information (investment preferences, assets)
• IP address and browser data (when visiting our website)
• Any information voluntarily provided via contact forms or onboarding questionnaires

We only collect data that is necessary and lawful for providing services or fulfilling regulatory obligations.

3. How We Use Your Data

We use your personal data for the following purposes:

• To assess suitability and provide investment advice
• To transmit client orders to Mega Equity
• To offer financial planning or onboarding services (where applicable)
• To respond to inquiries or requests
• To comply with legal and regulatory obligations (e.g., AML, MiFID II, GDPR)
• For internal record-keeping and security

We do not use your data for unsolicited marketing without your explicit consent.

4. Legal Basis for Processing

We process your personal data under one or more of the following legal grounds:

• Contractual necessity (e.g., to deliver services or respond to inquiries)
• Legal obligation (e.g., to comply with CySEC regulations or AML laws)
• Legitimate interest (e.g., website security, business operations)
• Consent (for non-essential processing such as marketing)

5. Sharing of Personal Data

Your data may be shared with:

• Mega Equity Securities and Financial Services Public Ltd (as your investment services provider)
• Regulatory authorities (e.g., CySEC, tax authorities) when legally required
• Service providers (IT, compliance, legal advisors) under strict confidentiality agreements

We never sell or lease your personal data.

6. Data Retention

We retain personal data:

• For as long as required by law and regulatory obligations (typically 5–10 years)
• As needed for the provision of services and to resolve disputes

7. Data Security

We implement appropriate technical and organizational measures to safeguard your data, including:

• Data encryption
• Access controls
• Secure servers and firewalls
• Staff confidentiality agreements

8. Your Rights

Under GDPR, you have the right to:

• Access your data
• Request correction or deletion
• Object to or restrict processing
• Withdraw consent at any time
• Lodge a complaint with the Office of the Commissioner for Personal Data Protection in Cyprus

9. Cookies & Website Analytics

We use cookies for website functionality and anonymous traffic analysis. You can manage your preferences via your browser settings. For full details, please see our Cookie Policy.

10. Contact Us

For any privacy-related questions or data access requests, contact us at:

info@jknobel.com
+357 22 258790
55 Yyzantiou Street, Nicosia 2064, Cyprus