Resources

Account Forms for Opening Brokerage Account

Individual Account (Natural Person) Form

Use this form to open an individual account with our principle investment firm, Mega Equity Securities and Financial Services Public Limited, regulated by the Cyprus Securities & Exchange Commission (CySEC) (licence no. 011/03.

Why do customers open accounts through you?

We do not pressure clients to trade. There are a lot of choices for self-directed online trading with low commissions. At the same time, there are people who have tried self-directed trading and probably could do better with building a personal relationship with an expert who can provide important services including:

  • Assistance for new market participants who may not fully understand the risks of the market.
  • Order placement and education which can prevent the customer from making a costly mistake during the order entry process.
  • Experience necessary to evaluate market moves and spot opportunities for trading.
  • Research which the public may not have access to.
  • Understanding of the regulatory framework and changes which may impact a customer’s trading plan.
  • Expertise to help develop a strategy which meets the customer’s needs.
Do you have a working knowledge of the fundamentals and technical aspects of the markets I wish to trade?

J. Knobel Investor Services Limited, is required by European Laws and Regulations to employ at least one natural person who possesses appropriate general, commercial and professional knowledge so as to be able to accurately communicate all relevant information regarding the proposed service or financial instrument.

Where is my money held?

We do not hold client funds. Your money and financial instruments are held with the financial institution who supports your brokerage account and clearing agreements.