| 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 |
|
|
| 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 |
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