beta corp presentation greece en

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[Your Investment Partner ] 10 August, 2009 GREECE

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Page 1: Beta Corp Presentation Greece En

[Your Investment Partner ][Your Investment Partner ]

10 August, 2009 GREECE

Page 2: Beta Corp Presentation Greece En

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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Page 3: Beta Corp Presentation Greece En

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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Page 4: Beta Corp Presentation Greece En

Wealth ManagementBrokerageInvestment ResearchCorporate FinanceInvestment BankingM&A ConsultingSecurities and FX trading

Leading ServicesLeading Services

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Page 5: Beta Corp Presentation Greece En

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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Page 6: Beta Corp Presentation Greece En

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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Page 7: Beta Corp Presentation Greece En

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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Page 8: Beta Corp Presentation Greece En

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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Page 9: Beta Corp Presentation Greece En

[Corporate Finance & Investment Banking]

[Corporate Finance & Investment Banking]

10 August, 2009 Sofia, BULGARIA

Page 10: Beta Corp Presentation Greece En

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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Page 11: Beta Corp Presentation Greece En

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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Page 12: Beta Corp Presentation Greece En

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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Page 13: Beta Corp Presentation Greece En

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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Page 14: Beta Corp Presentation Greece En

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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Page 15: Beta Corp Presentation Greece En

[Brokerage & Asset Management][Brokerage & Asset Management]

10 August, 2009 Sofia, BULGARIA

Page 16: Beta Corp Presentation Greece En

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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Page 17: Beta Corp Presentation Greece En

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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Page 18: Beta Corp Presentation Greece En

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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Page 19: Beta Corp Presentation Greece En

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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Page 20: Beta Corp Presentation Greece En

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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