3D Global Financial Services Ltd

3D Global Financial Services Ltd is a Cyprus-based wealth management and investment advisory firm founded in 1997. The company is headquartered in Limassol, with a physical address at Second Floor Apollon Building, 74 Agios Athanasios Avenue, 4102 Agios Athanasios, Cyprus. It operates under the umbrella of 3D Global Holdings Ltd, which also includes an insurance mediation arm. The firm positions itself as a provider of tailored financial services to individuals, corporations, and trust companies, with a focus on long-term client relationships.

3D Global Financial Services Ltd is regulated by the Cyprus Securities and Exchange Commission (CySEC) as a Cyprus Investment Firm (CIF) under licence number 063/06, granted on 29 March 2006. This authorisation allows the firm to offer investment services throughout the European Economic Area under the MiFID II passporting regime. As a CySEC-regulated entity, client funds are protected by the Investor Compensation Fund (ICF) for eligible clients up to €20,000, and the firm must adhere to strict capital adequacy and client money rules. The licence status is active, covering both retail and professional clients.

The broker’s primary services include investment advice, portfolio management, and receipt and transmission of orders in financial instruments such as collective investment schemes and transferable securities. It offers wealth management, retirement planning, and insurance solutions through its affiliated insurance company. The firm does not offer proprietary trading platforms or direct market access for retail forex or CFD trading; instead, it focuses on advisory and discretionary portfolio management, recommending third-party products from global fund managers. Clients also gain access to financial tools and free educational guides.

3D Global Financial Services does not publicly disclose account types, minimum deposits, or leverage options on its website. Based on its regulatory classification, it serves both retail and professional clients, but the firm’s offering appears tailored to high-net-worth individuals, expatriates, corporations, and trust companies seeking personalised wealth management and insurance advice. The recruitment page seeks experienced financial consultants to work with expatriates in the EU, indicating a focus on mobile and international clients.

The broker’s official website does not mention any trading platforms, but aggregated industry data lists MetaTrader 4 and MetaTrader 5 as available platforms. Given the firm’s advisory nature, these platforms may be used for execution or portfolio monitoring rather than direct retail trading. The company’s core offering revolves around human advice and bespoke solutions rather than a technology-driven trading environment.

No information regarding deposit or withdrawal methods, currencies, fees, or processing times is provided on the broker’s website. As a regulated investment firm, client funds are held in segregated accounts with financial institutions, and the firm likely accepts bank transfers and possibly other methods for capital contributions. However, absence of public details means potential clients must contact the firm directly for specifics.

3D Global Financial Services targets individuals, corporations, and trust companies seeking professional investment and insurance advice. Its website emphasises a client-centric approach and long-term relationships, appealing to those who prefer a traditional advisory model over self-directed trading. Expatriates in the EU are a specific focus, as indicated by recruitment efforts. The firm is less suited for active retail traders looking for low spreads and high leverage, as it does not promote online trading services.