Customer Vulnerability & Privacy

Monexa Investment Bank is committed to identifying and protecting clients who may find themselves in situations of vulnerability, whether financial, physical, emotional, or cognitive. We train our teams to recognize signs of distress and adapt our support accordingly, in compliance with banking sector best practices.

A vulnerable client is a person whose personal situation makes them particularly susceptible to suffering harm. This may include: serious financial difficulties (over-indebtedness, job loss), mental or physical health problems affecting decision-making, situations of bereavement or separation, domestic violence situations, or elderly individuals experiencing a loss of autonomy.

For clients identified as vulnerable, we set up adapted measures: a dedicated and trained contact person, extra reflection periods before any major operation, the ability to designate a trusted person, temporary suspension of fees in case of proven difficulties, and personalized guidance towards available assistance systems.

If you are going through a difficult time or wish to inform us of a situation of vulnerability concerning you or a relative who is a client with us, contact our dedicated team at: contact@monexa-invest-bk.com — All communications are treated with the strictest confidentiality and with benevolence.

If you discover a security flaw in our IT system, we encourage you to inform us responsibly via our responsible disclosure program. Contact our security team at: contact@monexa-invest-bk.com — We commit to reviewing each report seriously, acknowledging receipt within 48h, and fixing confirmed vulnerabilities as quickly as possible. We will not take legal action against security researchers acting in good faith.

Monexa Investment Bank guarantees total protection to anyone reporting a banking rule violation, fraud, or irregularity in good faith. Reports can be made anonymously via: contact@monexa-invest-bk.com — No retaliatory measures will be taken against a good-faith whistleblower.

If you are experiencing serious financial difficulties, independent organizations can assist you: the banking mediation service, certified consumer associations, local social support centers, and the central bank for over-indebtedness situations. Monexa Investment Bank can guide you towards these resources upon simple request.