Basic institution data
Name
ISEC Wealth Management Ltd (Trading names: ISEC; ISEC WM; ISEC Partners; ISEC Wealth Management)
Short name
ISEC Wealth Management Ltd
Previous name
ISEC Wealth Management Ltd
Administrative address
3020 Limassol, Maximos Court Leontiou A 254 Arch. 6th floor Block B
Type of institution
Investment Firm with cross-border services
Registration number
K8803799
Registry court/court number
N.A.
Website address
n.a
Location of publication
n.a
Legal status
Active
Public Interest Entity (PIE)
No
Name
ISEC Wealth Management Ltd (Trading names: ISEC; ISEC WM; ISEC Partners; ISEC Wealth Management)
Short name
ISEC Wealth Management Ltd
Previous name
ISEC Wealth Management Ltd
Administrative address
3020 Limassol, Maximos Court Leontiou A 254 Arch. 6th floor Block B
Type of institution
Investment Firm with cross-border services
Registration number
K8803799
Registry court/court number
N.A.
Website address
n.a
Location of publication
n.a
Legal status
Active
Public Interest Entity (PIE)
No
Activities
0  /  7  Loaded result
Description
Activity Name
Permitting Decreenumber
Date of licensing
Limits
n.a
A4 (MIFID II) - Portfolio management
n.a
30/04/2018
n.a
n.a
A5 (MIFID II) - Investment advice
n.a
13/10/2021
n.a
n.a
B1 (MIFID II) - Safekeeping and administration of financial instruments for the account of clients, incl. custodianship and related services etc.
n.a
30/04/2018
n.a
n.a
B2 (MIFID II) - Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instr., where the firm granting the credit or loan is involved in the trans.
n.a
30/04/2018
n.a
n.a
B3 (MIFID II) - Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings
n.a
13/10/2021
n.a
n.a
B4 (MIFID II) - Foreign exchange services where these are connected to the provision of investment services
n.a
30/04/2018
n.a
n.a
B5 (MIFID II) - Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
n.a
13/10/2021
n.a
0  /  7  Loaded result
Description n.a
Activity Name A4 (MIFID II) - Portfolio management
Permitting Decreenumber n.a
Date of licensing 30/04/2018
Limits n.a
Description n.a
Activity Name A5 (MIFID II) - Investment advice
Permitting Decreenumber n.a
Date of licensing 13/10/2021
Limits n.a
Description n.a
Activity Name B1 (MIFID II) - Safekeeping and administration of financial instruments for the account of clients, incl. custodianship and related services etc.
Permitting Decreenumber n.a
Date of licensing 30/04/2018
Limits n.a
Description n.a
Activity Name B2 (MIFID II) - Granting credits or loans to an investor to allow him to carry out a transaction in one or more financial instr., where the firm granting the credit or loan is involved in the trans.
Permitting Decreenumber n.a
Date of licensing 30/04/2018
Limits n.a
Description n.a
Activity Name B3 (MIFID II) - Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings
Permitting Decreenumber n.a
Date of licensing 13/10/2021
Limits n.a
Description n.a
Activity Name B4 (MIFID II) - Foreign exchange services where these are connected to the provision of investment services
Permitting Decreenumber n.a
Date of licensing 30/04/2018
Limits n.a
Description n.a
Activity Name B5 (MIFID II) - Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments
Permitting Decreenumber n.a
Date of licensing 13/10/2021
Limits n.a
0  /  7  Loaded result
Capital market intermediary company
Decisions