Real Finance is a licensed investment intermediary providing wide range of services
- Deals with securities
Intermediary services for deals with shares, bonds and compensatory instruments on BSE Sofia
Intermediary services for OTC market deals
- Personal trust management of clients’ equities
According to a concluded standard Contract for personal trust management of individual portfolio, including securities, on own assessment by the Investment Intermediary Real Finance, the client obtains:
– professional financial assets management;
– maximization of the investment opportunities;
– investment return, considered to the risk profile of the investments;
– permanent access /liquidity/ to the invested means;
Risk warning: There is a high level of risk for Your funds when using the “Portfolio management” service. You should preliminarily define the loss level you could afford, before consigning money resources and financial instruments for investment. This product is not appropriate for all investors. Make sure you are completely aware of the risk and if necessary – look for an independent advice. Historical achievements do not guarantee future ones.
- Platforms for online trade
Direct trade on BSE – Sofia via internet, by using COBOS (Client Order-Book Online System);
Access to variety of instruments, traded on the international capital markets.
- Registration Agent
Rregistration of deals at Central Depository
Securities transfer in cases of inheritance or donation
Client’s personal data change at the register of Central Depository
Issuing depository receipts duplicates due to loss or destruction of the original
Providing information about the portfolio of physical persons and legal entities
Report on balance of accounts of securities holders at Central Depository
- Investment consultations
Investment researches and financial markets analyses
Analysis and valuation of companies, market sectors, economic regions
Financial – economic rationale of investment projects
Consultation and analysis for companies in respect to their capital structure, industrial strategy and related issues
- Investment banking
Initial public offering (IPO) of securities and registration of shares on the official trade market
The process includes prospectus writing, registration of the shares at the Central Depositary and all other operations concerning the approval of the prospectus by the Financial Supervision Commission and the registration of the shares for trading on BSE – Sofia.
Defining the bond emission details (interest, maturity date, etc.), which would most appropriately comply with the requirements and protect the interests of both investors and issuer. Preparation of the documents needed for the initial public offering and trade on BSE – Sofia. Consultations about the subsequent issuer’s obligations.
The process includes consultations about the tender offer implementation, preparation of the required documents, including rationale and argumentation of the share price, applying the required valuation methods to the Financial Supervision Commission.
The process includes several stages – financial analysis of the company, legal consultations and structuring of the new emission, investors’ interest research, preparation of the documentation needed for Financial Supervision Commission, Central Depository, BSE – Sofia.
Mergers and acquisitions consultations and services
Full issuer’s public statute service
- Trading with greenhouse gas emission quotas
Intermediation in greenhouse gas emission quotas trading
Access to the largest European exchanges for greenhouse gas emission quotas trading, which guarantees high liquidity, transparency and just prices
Analyses of the markets of greenhouse gas emission quotas
Individual decisions for planning and management of the cash flows, derived from the trading with greenhouse gas emission quotas
- Other services