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SERVICE |
PORTFOLIO MANAGEMENT |
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Description |
Bulbrokers’s individual portfolios in Bulgarian levs and foreign currency are investment products using which our clients can provide funds for active management. Client’s funds will be invested by the Bulbrokers’s specialists in appropriate financial instruments. |
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Expected Return |
Between 10 and 35 % on annual basis. |
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Loss Limit |
In order to protect your interests and minimize the risk of potential losses, Bulbrokers will notify you of any loss between 10-35% according to your instructions. In this case we can negotiate the terms of the agreement or you can withdraw your funds from the portfolio. |
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Investment Period |
The asset management agreement in Bulbrokers is termless. In event of termination of the agreement Bulbrokers has the right to sell all assets in the portfolio and you will receive their money equivalent. Notice of termination of the agreement must be given at least 10 business days prior to the termination. |
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Recommended Investment Period |
Client’s funds will be invested in stocks of leading companies, traded on the Bulgarian Stock Exchange – Sofia and international exchanges, as well as in financial derivatives and long-term currency positions. The rise of stock prices and the realization of profit from such investments in derivatives and currency positions are not always stable and predictable within a short period of time. In order to achieve a higher profit, the investment period should be long enough. The recommended minimum investment period is 12 months. |
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Deposit and Withdrawal of Funds |
The minimum amount you may deposit is 10 000 Euros, US dollars or its equivalent in Bulgarian levs. The withdrawal of funds will be executed in accordance with the following conditions:
For amounts less than USD 1 000, the withdrawal can be made without prior notice from the client.
For amounts from USD 1 000 to USD 10 000, the withdrawal must be made with 1 (one) business day prior notice.
For amounts more than USD 10 000, the withdrawal must be made with at least 4 (four) business days prior notice.
Withdrawal of funds will be executed after all payments due to Bulbrokers have been deducted from the investment portfolio. |
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Fees and Commissions |
We charge a commission of 20% of the total profit, deducted every 3 months. For all other asset management related operations including deposit and withdrawal of funds in cash or transfer of amounts from the portfolio to client’s bank account we charge standard commissions according to the Fees and Commissions Tariff of Bulbrokers. |
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Portfolio Currency |
Bulbrokers provides asset management of individual investment portfolio denominated in Bulgarian levs, US dollars or Euro. |
