SERVICES

 

Investment Intermediary "Capital Finance" provides the following investment services and activities:

  1. Acceptance and transfer of orders in relation to securities, including intermediation for entering into transactions in relation to securities.
  2. Execution of orders for the purchase or sale of securities for the clients' account.
  3. Offering for initial sale of securities without unconditional and irrevocable obligation for acquirement of the securities for its own account.

Investment Intermediary "Capital Finance" intermediates about transactions in securities traded on:

  1. Bulgarian Stock Exchange- Sofia AD:
    • Securities - stocks, rights, bonds-government, corporate, mortgage.
    • Compensatory instruments and investment bonds
      The deal is made after a contract with the client has been made and after the client has given an order in which they specify the parameters of the deal (price, quantity, validity period). The deal is made in real time in the sessions of the stock exchange, according to the clients' instructions.
  2. Unofficial Securities Market - intermediation about transactions in dematerialized and materialized securities.

Investment Intermediary "Capital Finance" gives consultations to companies concerning the capital structure, industrial strategy and related issues, as well as consultations to companies concerning and acquiring and purchase of enterprises- there are used fundamental and technique methods to analyze the tendencies to different stocks, as well as analyzing the sector and macroeconomic environment.

Custodian activity - safe-keeping and administration of securities for clients' account, holding of securities and moneys of clients at a depository institution and related to it services, such as management of the received money resources/ the provided security.

Investment Intermediary "Capital Finance" intermediates about deals with government bonds and ZUNK bonds.

Intermediation about privatization deals - no participant public auctions- on BSE- Sofia and at Agency of privatization, centralized public auctions.

 

Investment Intermediary "Capital Finance" provides additional services, such as investment researches and financial analyzes and other forms of general recommendations related to transactions in securities.

Agent of Registration - we provide to our clients all services they need concerning registration and trading with securities, so we have exceeded our activity, helping you with:

  • Register dealings with securities, which are done in advance directly by the parties in the contract.
  • Transfer of securities and compensatory instruments in case of inheriting.
  • Transfer of securities and compensatory instruments in case of endowing.
  • Making the necessary changes in the information of a stockholder of dematerialized securities.
  • Correction of misprinted data on documents of the owners of dematerialized securities.
  • Checking information about the ownership of one's dematerialized securities.
  • Issuing of duplicates of depositary receipts, certificates for possessing of shares.

 

 

Capital Finance - Investment Intermediary
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