“IP FAVORIT” CLS offers a wide range of
investment services: 1. Securities
trading.
Trading in corporate securities on
the stock exchange and the OTC market;
Trading in government securities on the secondary market;
Repo transactions on corporate and government securities;
“IP FAVORIT” CLS offers individual investment
opportunities to each client, according to his/her preferences and
financial resources, aiming to meet the highest standards executing
each transaction.
2. Management of individual portfolios
of securities and cash.
Low-risk portfolio - investments in non-risk
instruments such as government securities and low-risk instruments
such as corporate bonds and mortgage bonds. This kind of portfolio
is characterised with low risk and low rate of return.
Middle-risk portfolio - includes assets typical for the low-risk
portfolio and also financial assets that incorporate a high level
of risk – stocks of Bulgarian companies. This kind of portfolio
is characterised with higher rate of return and respectively higher
risk.
High-risk portfolio – includes stocks, indices, futures and option
contracts. Investors in such kind of portfolio must have in mind
that potential profits and losses can be significant.
“IP FAVORIT” CLS reminds to all clients
that investing in securities incorporates the possibility of incurring
profit or loss, and that the client bears the risks of all investment
decisions.
3. Investment consulting.
“IP FAVORIT” CLS offers professional
consultation and advice concerning investments in financial assets.
Our team includes an investment consultant licensed by the Financial
Supervision Commission.
4. Transfer agent services.
Since 2002 “IP FAVORIT” CLS acts as
a transfer agent with the Central Depository. These services include
transfer of ownership of securities directly negotiated between
the clients, transfers in case of legacy and donation, duplicates
of depository sertificates.
5. Trading in compensatory instruments.
Since September 2002, compensatory
instruments are traded on the floor of Bulgarian Stock Exchange.
“IP FAVORIT” CLS offers very competitive fees for transactions with
all kinds of compensatory instruments.
6. Consulting and analysis of companies in respect
to their financing decisions, capital structure, industrial strategy
and related issues, consultations and services related to corporate
restructures, mergers, acquisitions and takeovers.
“IP FAVORIT” CLS offers to corporate clients various
financial services:
Preparation of analyses and consultations regarding the financial
decisions of companies;
Preparation of analyses and consultations regarding the capital
structure and industrial strategy of companies;
Preparation of analyses and consultations regarding corporate restructures,
mergers, acquisitions and takeovers of companies;
Preparation of investment projects and business plans for bank credits;
Preparation of financial analyses of companies.
7. Preparation of initial public offering of securities.
“IP FAVORIT” CLS offers preparation of prospectuses for initial public or private offering of securities and placement of new shares and bonds.
“IP FAVORIT” CLS has organized the private offering of five corporate bond issues of “AutoBohemia” CLS for more than 20 000 000 BGN. This bond issues were afterwards registrated with the Financial Supervision Commission and listed on the Bulgarian Stock Exchange, being now among the most liquid and traded corporate bonds. Many institutional and individual investors, banks and pension funds include in their portfolios the bonds of “AutoBohemia” CLS.
8. Custodian services.
“IP FAVORIT” CLS offers custodian services
on Bulgarian stocks and representation to shareholders meetings.
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