beta corp presentation greece en
TRANSCRIPT
[Your Investment Partner ][Your Investment Partner ]
10 August, 2009 GREECE
Leading investment intermediaryFull national and foreign markets services licenseWide range of services and productsExperienced management and staffMember of the Bulgarian Stock Exchange – SofiaMember of the Central DepositoryChair at the Bulgarian Association of Licensed
Investment Intermediaries
Who Are WeWho Are We
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Complex service approach High quality services in the investment banking
and investment intermediationLong-term relationship with clients, partners and
competitorsDevelopment and offering of sophisticated
financial instrumentsAdvance far beyond the market demand
Our MissionOur Mission
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Wealth ManagementBrokerageInvestment ResearchCorporate FinanceInvestment BankingM&A ConsultingSecurities and FX trading
Leading ServicesLeading Services
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Established in 1994Leader in compensatory instruments turnoverLeader in stock exchange privatizationMajor stocks deals:
12.36% of the stock of Solvey Sodi PLC11.15% of the stock of Kaliakra PLC15.00% of the stock of Zaharni Zavodi – Gorna Orjahovica
PLC 14.5% - 2001, 1.06% - 2002 and 1.89% - 2004 of the stock
of Petrol PLC.
History and Major Contracts (1)History and Major Contracts (1)
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Intermediary on behalf of the Sofia City Privatization Agency for the sale of the majority stakes of the following municipal companies:
Chistota – Sofia PLC Forum PLC MDZ Balsha PLC Iris 2000 PLC
Initial public offering and capital increase
PARK REIT
History and Major Contracts (2)History and Major Contracts (2)
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Network Expansion in the CEEFund Management CompanyFX, CFD, Indexes & DerivativesFinancial Analysis BureauPrivate Equity Fund
Services “In the Pipeline”Services “In the Pipeline”
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Head Office:1 Bulgaria sq., Sofia 1414, Bulgaria
(administrative building of NDK) 4 floortel./fax (+359 2) 986 5566, 986 6683;
e-mail: [email protected]: www.beta-corp.com
Contact DetailsContact Details
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[Corporate Finance & Investment Banking]
[Corporate Finance & Investment Banking]
10 August, 2009 Sofia, BULGARIA
IPOs and private placement of equity and fixed-income;
Investment projects and business consulting;Detailed financial analysis and financial consulting;Corporate restructurings and M&A consulting;Advice on financial reporting and periodic information
disclosure to the capital market participants;Tender offers and shares buy-back;
Corporate Finance & Business Consulting
Corporate Finance & Business Consulting
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Shorter listing periodAdmission to a EU member state capital market; Legislation harmonized with the EU
requirements;Simplified listing procedure;Low application fees;No capital gains tax Only 5% tax on dividends;
Why the Bulgarian Stock ExchangeWhy the Bulgarian Stock Exchange
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Admission to trading on the BSESecurities issued by an issuer domiciled in a
member-state of the EUCompany domiciled in the Republic of Bulgaria
which is owned by Greek legal / natural persons
Listing to the BSE through Public Offering (IPO/SPO)Securities issued by an issuer domiciled in a
member-state of the EUCompany domiciled in the Republic of Bulgaria
which is owned by Greek legal / natural persons
Listing OptionsListing Options
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Investors interest study;Financial analysis;Financial consulting;Prospectus drawing up;Regulatory compliance papers;Issue registration;In-house and external legal advice;Independent board member selection support.
Beta Corp’s RoleBeta Corp’s Role
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Corporate Finance & Investment Banking:
1 Bulgaria sq., Sofia 1414, Bulgaria(administrative building of NDK) 4 floor
tel. (+359 2) 986 66 83;e-mail: [email protected]
web: www.beta-corp.com
Contact DetailsContact Details
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[Brokerage & Asset Management][Brokerage & Asset Management]
10 August, 2009 Sofia, BULGARIA
You manage your investments by yourself;You are an active investor;You count on adequate information & updates about your
assets;You always take investment decision on solid information
basis;You need professional assistance;You utilize analytical reports;You need personal access to a broker;…You are our brokerage client.
Brokerage clientsBrokerage clients
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Free personal trading account;Preferential brokerage fees and commissions. Regular trading and portfolio reports;Market reviews and comments; Personal access to an investment advisor;Up to four free-of-charge investment consultations per annum;Free equity research subscription;Personal access to securities broker;…We do offer Brokerage.
Brokerage servicesBrokerage services
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You don’t have the time and the nerves to invest;You outsource the management of your assets;You count on adequate information on your assets;You care for performance updates;You need personal access to an investment
consultant;You need professional assistance;…You are our Wealth Management Client.
Wealth Management ClientsWealth Management Clients
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Free risk profiling;Free Investment Policy Statement (IPS)Asset Management account;Investment advisors with outstanding track-record;Solid buy-side analysts team;Regular portfolio updates;…We serve your Investment needs.
Wealth Management ServicesWealth Management Services
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Brokerage & Asset Management:1 Bulgaria sq., Sofia 1414, Bulgaria
(administrative building of NDK) 4 floorbrokers: tel. (+359 2) 986 35 60;advisors: tel. (+359 2) 986 66 83;
brokers e-mail: [email protected] advisors e-mail: assetmanagement@beta-
corp.com web: www.beta-corp.com
Contact DetailsContact Details
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