Investment Readiness Check

This questionnaire helps J. Knobel (Tied Agent of Mega Equity, based in Nicosia) understand your goals, experience, and general preferences as part of the pre-onboarding financial planning process.

After completion, you’ll receive a Indicative Investor Profile (not investment advice).

We will then contact you to discuss the next steps, including completing Mega Equity’s official onboarding and suitability assessment, which are required before any personalized investment service can be provided.

All information is confidential under GDPR and processed under the responsibility of Mega Equity (CySEC License 011/03).

First Name

Last Name

Email

Country of Tax Residence

Phone/Mobile

How would you describe your knowledge of investments?

How many years of investment/trading experience do you have?

How often have you traded/invested in the past 3 years?

Have you ever traded the following? (tick all that apply)

Shares / ETFs

Bonds

Investment funds / mutual funds

CFDs / Forex / Spread Betting

Options / Futures / Structured products

Cryptocurrencies

What is your approximate annual net income (after tax)?

What is your approximate total investable wealth (savings + investments, excluding main home & pension)?

In case of a total loss, what % of your investable wealth could you afford to lose without affecting your standard of living?

What is your primary investment objective?

Which statement best describes your risk attitude?

What is your investment time horizon for the money you plan to invest with us?

Do you want your investments to take environmental or social characteristics into account?

I confirm and accept the following:

The information I have provided is complete and accurate.
J. Knobel Investor Services Limited acts as a tied agent of Mega Equity Securities and Financial Services Public Ltd (CySEC Licence 011/03). All future investment services and custody of assets will be provided exclusively by Mega Equity.
Completing this questionnaire does not create a client relationship. A formal Investment Advice Agreement and Mega Equity’s paper account opening process are required before any personal recommendations or transactions.
My personal data will be processed by J. Knobel Investor Services Limited and may be shared with Mega Equity only for suitability assessment and future onboarding, in full compliance with GDPR and CySEC regulations.
I have read and accept the Privacy Policy and Risk Disclosure.