Frequently Asked Questions

General

Who are Novia Global Europe?

Novia Global Europe is a MiFID-compliant online platform provider that gives advisers access to a wide range of funds, Discretionary Fund Managers, and the tools needed to create tailored financial strategies for their clients located across the European Union.

What Products and services do you offer?

Our extensive range of services includes access to a broad spectrum of investment options, such as funds, and
ETFs, all tailored to meet the unique needs of EU clients.

Who regulates Novia Global Europe?

Our wealth management platform within the EU is regulated by the Cyprus Securities and Exchange Commission (CySEC) and operates under MiFID II Regulations.

How can I register with Novia Global Europe as an adviser?

A dedicated representative will assist you in collecting and submitting the required regulatory documents for internal review

Can I request product/platform training?

Yes, training sessions can be scheduled via the Sales Team to ensure you are fully equipped to use the platform.

Are there supporting materials available for advisers?

Yes, advisers have access to guides, brochures, and other resources. The full list of supporting materials is available in our secure website, under the Support tab.

What types of investments are available?

The Novia Global platform aims to cater for every investment appetite, enabling you to choose from a wide range of funds and fund managers across a variety of asset classes. These include equities, bonds, alternatives and exchange-traded funds.

Are there any restrictions on the type of assets that are available?

Yes, the investment options that we make available must be approved by the platform and must align with MiFID II standards.

Which currencies can I invest in?

The Service reports and facilitates investment in US Dollars (USD), Sterling (GBP), Euros (EUR), Swiss Franc (CHF), Australian Dollars (AUD), and Hong Kong Dollars (HKD).

What is the minimum investment amount?

There is no investment minimum on platform for initial or top up deposits

Are there cut-off times for trade requests?

Yes, the daily trade cut-off times are at 8:30, 10:30, and 14:00 (UK time)

Can I trade in real time?

No, we do not offer live market trading. Asset pricing is based on the latest available value at the time of execution. Some assets may be priced on a weekly or monthly basis.

How are trades executed?

Trades are submitted by our dealing team to BNY Mellon’s Pershing Securities International Limited, a regulated MiFID investment firm with an EU-wide license, which executes trades under its Best Execution Policy

Do I have to leave a portion of the investment in cash?

Yes, a minimum of 2% must be kept in the cash account to cover fees such as adviser and platform charges.

Where can I find information on what assets are available?

Our “Investments List” which is available to view through your secure login will provide information on all of the assets that are available to you.

Can I invest in an asset that is not available on the platform?

If an asset is not on the “Investment List”, we will be happy to try and add it to the platform, however, some restrictions do apply. Please complete the “Asset Request Form” which is available to download from the secure literature library

Can I request a withdrawal?

Yes, the minimum amount for a single withdrawal is $1000.00 or currency equivalent. The minimum amount for a regular quarterly withdrawal is $500.00 or currency equivalent/$2000.00 or currency equivalent per annum.

New asset requests

Are there cut-off times for trade requests?

Yes, the daily trade cut-off times are at 8:30, 10:30, and 14:00 (UK time)

Can I trade in real time?

No, we do not offer live market trading. Asset pricing is based on the latest available value at the time of execution. Some assets may be priced on a weekly or monthly basis.

Can I invest in an asset that is not available on the platform?

If an asset is not on the “Investment List”, we will be happy to try and add it to the platform, however, some restrictions do apply. Please complete the “Asset Request Form” which is available to download from the secure literature library

Which currencies can I invest in?

The Service reports and facilitates investment in US Dollars (USD), Sterling (GBP), Euros (EUR), Swiss Franc (CHF), Australian Dollars (AUD), and Hong Kong Dollars (HKD).

What types of investments are available?

The Novia Global platform aims to cater for every investment appetite, enabling you to choose from a wide range of funds and fund managers across a variety of asset classes