Privacy Policy

Last updated: March 2026

1. Introduction

This Privacy Policy explains how J. Knobel Investor Services Limited (“we”, “us”, “our”) collects, uses, stores, and protects personal data submitted through investorservices.com.cy.

Investorservices.com.cy is operated for the purpose of providing unregulated financial planning services and related enquiries.

We are committed to protecting your privacy and handling your personal data in a transparent and lawful manner, in accordance with the EU General Data Protection Regulation (GDPR) and applicable Cyprus data protection laws.

2. Data Controller

The data controller responsible for processing your personal data is:

J. Knobel Investor Services Limited
Nicosia, Cyprus
Email: info@investorservices.com.cy

3. Scope of This Website

This website is used exclusively for financial planning enquiries and services, which are provided as unregulated services.

This website is not used for:

  • Regulated investment advice
  • Account opening
  • Investment execution
  • KYC or AML onboarding

Any regulated investment services are provided separately, under different agreements, processes, and privacy notices.

4. Personal Data We Collect

We may collect and process the following categories of personal data:

  • Name
  • Email address
  • Telephone number
  • Country of residence
  • Information voluntarily provided in enquiry forms or messages
  • Technical data such as IP address, browser type, and device information (via cookies or analytics, if enabled)

We do not collect sensitive personal data such as identity documents, tax numbers, or source‑of‑funds information through this website.

5. How We Use Your Personal Data

We process personal data for the following purposes:

  • To respond to financial planning enquiries
  • To assess whether our financial planning services may be suitable for your needs
  • To communicate with you regarding your enquiry
  • To comply with legal or regulatory obligations (where applicable)
  • To improve the functionality and security of our website

We do not use your data for automated decision‑making or profiling.

6. Legal Basis for Processing

We process personal data based on one or more of the following legal grounds:

  • Consent – where you submit an enquiry or contact form
  • Legitimate interests – to respond to enquiries and operate our business
  • Legal obligations – where required by applicable law

You may withdraw your consent at any time by contacting us.

7. Data Sharing and Disclosure

We do not sell or rent personal data.

Personal data may be shared only:

  • With service providers acting as data processors (e.g. website hosting, email services), under appropriate data‑processing agreements
  • Where required by law or regulatory authorities

Personal data collected through this website is not shared with Mega Equity Securities and Financial Services Public Ltd unless and until a separate regulated relationship is initiated under separate documentation.

8. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, or to comply with legal and record‑keeping obligations.

Enquiry data that does not result in an engagement is periodically reviewed and deleted in accordance with our internal data‑retention policies.

9. Data Security

We implement appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, or alteration.

These measures include secure hosting, access controls, and encrypted communications where appropriate.

10. Your Rights Under GDPR

You have the right to:

  • Request access to your personal data
  • Request correction of inaccurate data
  • Request erasure of your data (subject to legal obligations)
  • Restrict or object to processing
  • Request data portability
  • Withdraw consent at any time

To exercise your rights, please contact us using the details above.

You also have the right to lodge a complaint with the Office of the Commissioner for Personal Data Protection (Cyprus).

11. Cookies

This website may use cookies or similar technologies to improve functionality and user experience.

Where required, cookie consent is obtained through a cookie banner. You may manage or disable cookies through your browser settings.

Please refer to our Cookie Policy for further details.

12. External Links

This website may contain links to external websites. We are not responsible for the privacy practices or content of third‑party sites.

13. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be published on this page with the updated date.

14. Contact

If you have any questions regarding this Privacy Policy or how your data is handled, please contact:

info@investorservices.com.cy