Cyprus Securities and Exchange Commission | ISEC Wealth Management Ltd
ISEC Wealth Management Ltd
Skip Navigation Links.

ISEC Wealth Management Ltd
Address: 254 Arch. Leontiou A, Maximos Court, Block B, 6th floor, 3020 Limassol, Cyprus
Licence Number: 356/18
Licence Date: 30/04/2018
Company Registration Number: 360500 (Registration Date: )
Telephone: +357 25 262 132
Fax: +357 25 005 324
E-Mail: compliance@is-wm.com

Approved Domains

www.is-wm.com; www.is-wm.eu

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Tied Agents

ISEC WM Magyarorszag Kft.
Hungary
Capital Square, Tower 3, 6th floor, Vaci ut 76 1133 Budapest, Hungary
00362 09837560

Cross Border Services to Member States

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Investment Services

1 2 3 4 5 6 7 8 9 10 11
Portfolio management. : 1,2,3,4,5,6,7,8,9,10
Provision of investment advice: 1,2,3,4,5,6,7,8,9,10

Ancillary Services

1 2 3 4 5 6 7 8 9 10 11
Safekeeping and administration of financial instruments, including custodianship and related services: 1,2,3,4,5,6,7,8,9,10
Granting credits or loans to one or more financial instruments, where the firm granting the credit or loan is involved in the transaction: : 1,2,3,4,5,6,7,8,9,10
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings: :
Foreign exchange services where these are connected to the provision of investment services: :
Ιnvestment research and financial analysis or other forms: : 1,2,3,4,5,6,7,8,9,10

Provision of Services to Countries Outside EU

CIFs may provide their services to countries outside the EU provided that they comply with the regulatory regime of the third country.

Azerbaijan, Belarus, Belize , British Virgin Islands, Georgia, Indonesia, Kazakhstan, Moldova, Peru, Republic of North Macedonia, Serbia, Switzerland, Ukraine, United Arab Emirates