Investment and pension advice in Cyprus

Moving country changes how your savings and pensions are taxed and managed. We look at how your savings and pensions are taxed under your plan; investment advice itself comes only from a CySEC-authorised firm.

AdviserLicensed by CySEC or an EU/EEA regulator

CoversSavings, pensions

Works withYour tax plan

Check my case for free See the steps

Checked 22 October 2026

Steps and timeline

1
Review
We collect your goals and questions and line them up with your tax plan. We do not give investment advice: under Cyprus law only an authorised firm may.
1–2 weeks
2
Check the adviser
The firm must be in the CySEC register with investment advice among its services, and its website on CySEC's approved domains list.
1–2 days
3
Recommendations
The licensed adviser makes personal recommendations; the decisions stay with you.
1–2 weeks

Documents

What to check about the adviser

CySEC register entryInvestment Firms (Cypriot) or Investment Firms (Member States) listAuthorised servicesInvestment advice must be among themApproved domains listThe website the firm uses must be on itCySEC warningsThe firm must not appear there

0 of 4 ready

The exact list depends on your situation; we confirm it before filing.

Who does what

What you do

Share your situation and goals
Collect documents from home
Agree the scope of work in writing

What we do

Check the requirements for your case
Prepare the documents and file the application
Follow up until the decision

Your coordinator

Plans the work and next steps
Keeps one timeline for everything
Reminds you of renewals and deadlines

Common mistakes

Taking advice from a firm licensed only outside the EU and EEA.
Assuming any licensed firm may advise: check that investment advice is among its authorised services.
Trusting a website that is not on CySEC's list of approved domains.
Skipping CySEC's warnings about unauthorised firms.

What affects the cost

The price depends on your situation. We explain the scope and expected costs before work begins.

Where the firm is authorised: by CySEC or by another EU or EEA regulator.Which investment services its licence covers.

Questions

Do you give investment advice?

No. Under Cyprus law only a firm authorised by CySEC or another EU or EEA regulator may give investment advice.

Is investment advice regulated in Cyprus?

Yes. Under Law 87(I)/2017, providing investment advice as a business needs prior authorisation; Cyprus Investment Firms are authorised by CySEC.

How do I check if a financial adviser is licensed in Cyprus?

Search the CySEC register. It shows every Cyprus Investment Firm and the services it is authorised for.

Can an adviser from another EU country advise me in Cyprus?

Yes, if it is authorised in its EU or EEA home state and passports into Cyprus. CySEC lists such firms under Investment Firms (Member States).

How do I spot an unauthorised investment firm?

Check CySEC's warnings and its list of approved domains, the websites a licensed firm may use.

Sources

Figures checked 22 October 2026. Rules change: we confirm them for your case before you act.

Check your case for free

A coordinator replies within one working day with the next steps.