Basic institution data
Name
LIFEGOALS FINANCIAL SERVICES LIMITED
Short name
LIFEGOALS FINANCIAL SERVICES LIMITED
Previous name
EMERGO WEALTH LTD
Administrative address
1080 Nicosia, Demosthenis Severis Avenue 12
Type of institution
Investment Firm with cross-border services
Registration number
K8803263
Registry court/court number
NCB 368
Website address
www.emergowealth.net
Location of publication
n.a
Legal status
Active
[EN]Közérdeklődésre számon tartott hitelintézet
No
Name
LIFEGOALS FINANCIAL SERVICES LIMITED
Short name
LIFEGOALS FINANCIAL SERVICES LIMITED
Previous name
EMERGO WEALTH LTD
Administrative address
1080 Nicosia, Demosthenis Severis Avenue 12
Type of institution
Investment Firm with cross-border services
Registration number
K8803263
Registry court/court number
NCB 368
Website address
www.emergowealth.net
Location of publication
n.a
Legal status
Active
[EN]Közérdeklődésre számon tartott hitelintézet
No
Activities
0  /  9  Loaded result
Description
Activity Name
Permitting Decreenumber
Date of licensing
Limits
Acceptance and forwarding of orders related to one or more financial assets
MIFID A1, Reception and transmission of orders in relation to one more financial instruments
n.a
18/12/2017
n.a
Portfolio management
MIFID A4, Portfolio management
n.a
18/12/2017
n.a
Investment advice
MIFID A5, Investmen advice
n.a
18/12/2017
n.a
Safekeeping and registration of financial assets for the account of the customers, including keeping in custody and related services.
MIFID B1, Safekeeping and administration of financial ins. for the account of clients, including...
n.a
18/12/2017
n.a
Provision of loans or credits to the investors, to enable them to complete a deal by using one or more financial assets, if the undertaking providing the loan or credit is involved in the deal.
MIFID B2, Granting credits or loans to an investor to allow him to carry out a transaction in one...
n.a
18/12/2017
n.a
Provision of consulting on matters related to capital structure, industrial strategy and related matters, furthermore, consulting and services related to the merger and acquisition of undertakings
MIFID B3, Advice to undertakings on capital structures, industrial strategy and related matters...
n.a
18/12/2017
n.a
Foreign exchange services, when these are related to the provision of investment services
MIFID B4, Foreign exchange services where these are connected to the provision of investment serv.
n.a
18/12/2017
n.a
Research and financial analysis related to investment, or other forms of general recommendations associated with transactions by financial instruments
MIFID B5, Investment research and financial analysis or other forms of general recommendation...
n.a
18/12/2017
n.a
Investment services related to the securities serving as the basis of the derivative instruments mentioned in MIFID II Annex I section C. causes 5, 6, 7 and 10.
MIFID B7, Investment services and activities as well as ancillary services of the type included...
n.a
18/12/2017
n.a
0  /  9  Loaded result
Description Acceptance and forwarding of orders related to one or more financial assets
Activity Name MIFID A1, Reception and transmission of orders in relation to one more financial instruments
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Portfolio management
Activity Name MIFID A4, Portfolio management
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Investment advice
Activity Name MIFID A5, Investmen advice
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Safekeeping and registration of financial assets for the account of the customers, including keeping in custody and related services.
Activity Name MIFID B1, Safekeeping and administration of financial ins. for the account of clients, including...
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Provision of loans or credits to the investors, to enable them to complete a deal by using one or more financial assets, if the undertaking providing the loan or credit is involved in the deal.
Activity Name MIFID B2, Granting credits or loans to an investor to allow him to carry out a transaction in one...
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Provision of consulting on matters related to capital structure, industrial strategy and related matters, furthermore, consulting and services related to the merger and acquisition of undertakings
Activity Name MIFID B3, Advice to undertakings on capital structures, industrial strategy and related matters...
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Foreign exchange services, when these are related to the provision of investment services
Activity Name MIFID B4, Foreign exchange services where these are connected to the provision of investment serv.
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Research and financial analysis related to investment, or other forms of general recommendations associated with transactions by financial instruments
Activity Name MIFID B5, Investment research and financial analysis or other forms of general recommendation...
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
Description Investment services related to the securities serving as the basis of the derivative instruments mentioned in MIFID II Annex I section C. causes 5, 6, 7 and 10.
Activity Name MIFID B7, Investment services and activities as well as ancillary services of the type included...
Permitting Decreenumber n.a
Date of licensing 18/12/2017
Limits n.a
0  /  9  Loaded result
Decisions