Kofana Securities & Investments Ltd.

Our Services

Our Services

OUR PRODUCTS AND SERVICES

Kofana Securities & Investments Limited is a multi-product financial service provider with the sole aim of meeting the growing diverse and complex needs of investors. Our products and services include but not limited to the following:

  1. Purchase and sale of securities

The activity of Kofana Securities & Investments Limited is principally the purchase and sale of securities on behalf of her numerous clients. We deal in all securities quoted on the Exchange on behalf of our clients. These securities include Equities, Industrial Loans, Preference Shares and Government bonds etc.

Other related activities include:

  • Nominal transfer on behalf of related parties, individuals or corporate entities
  • Stockbrokers to listed companies on retainership basis
  • Nominee and Custodian Services
  • Verification of signatures by clients either for deposit at the Central Securities Clearing System (CSCS) or for the purpose of pledging such securities as collateral
  • Investment Advisory Services on capital market investment and portfolio management. The Investment Advisory Services package covers essentially professional advice on available investment opportunities, timely purchase and/or sale of investments and review of existing portfolio for corporate and high net-worth individual investors to maximize return on their investments.

 

  1. Broker to New Issues

Kofana Securities & Investments Limited acts as stockbrokers to companies accessing the capital market via Offer for Sale, Rights Issues, Listing by Introduction or Offer for Subscription.

Our activities in this respect include among others;

  • Effective participation in the marketing of the Issue.
  • Prepare and present formal application to The Exchange for the admission of the Issue to the Daily Official List.
  • Ensuring that the application is heard in compliance with the set Time-table for the Issue.
  • Offer necessary advice to the Issuer to ensure compliance with the Listing requirements and other guidelines of The Exchange in relation to the Issue.
  • Listing of the Issue on the Nigerian Stock Exchange.
  • Provision of post-offer advice to the Issuer.

The focus of Kofana Portfolio Management Services is to assemble an appropriate mix of investment instruments that best meet your requirements in terms of safety, tenor and yield in addition to ensuring flexibility for appropriate rationalization with a view to achieving maximum return on investment.

 

Given the needs and preferences of the investor, Kofana will work out a suitable basket of money and capital market instruments with short, medium to long term maturity, ranging from CBN Treasury bills, Bankers Acceptances and Commercial Papers to various categories of equity and debt instruments available in the market.  The structure of the mix is informed by a thorough in-depth analysis of trends and prospects in various industrial sectors and the general economic situation.

 

On a continuous basis, the impact on the mix of various policy measures and developments in the economy are analyzed and the investment portfolio rationalized in a manner consistent with the objectives of the investors.

 

Upon its appointment as portfolio manager, Kofana will carry out an analysis of the existing investments of the fund to ascertain its adequacy against the background of the objectives of the fund.  On the basis of the result of the analysis, advice is provided on an optimum mix of instruments with particular reference not only to the highest rate of return but also the safety of such investment.  An investment strategy is then drawn up and implemented by Kofana.

 

In general, Kofana adopts an investment policy that provides the highest yield over the anticipated period of investment with in-built flexibility for rationalization in line with possible economic changes in order to avoid a depreciation of the value of the investment.

 

Kofana will submit quarterly reports on its investment activities as deemed appropriate by the Investor.  These reports will serve as working documents at our quarterly review meetings.  Periodically, Kofana issues to its clients an analysis of major developments in the economy that will impact on the investment climate as a guide for possible review of investment strategy of the fund.

Our approach to Fund Management is to structure out a balanced investment in consonance with the intention of the fund and to meet the characteristics of the fund.  Specifically the fund’s investment will be reviewed to guarantee a minimum level of return.  The fund shall be invested in the capital and/or money markets.  The maturity profile will be synchronized with the anticipated drawdown on the fund.  These feats will be accomplished in agreement with the fund trustees.  The management could either be on discretionary or non-discretionary basis.  Discretionary implies that decisions on investment will be at the behest of the fund trustees upon our advice/suggestions.  While non-discretionary implies that absolute decision on investment lies with us subject to an agreed minimum return.

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

These services are enhanced by a computerized up-to-date database on key market variables, independent analysis of fundamental data of quoted companies are made available on a continuous basis by our team of analysts and researchers

 

Reports: This shall be rendered on quarterly basis. It will contain report of performances and suggestions for future investments.

OTHER FINANCIAL PRODUCTS

Capital Market Enlightenment programmes

Mergers and Acquisitions

Tracing of Investment

Provision of market information

Shares Transmission

Investment advisory service

119, Oron Road
Uyo, Akwa Ibom State.
P . O . Box 3638, Uyo.

e: info@kofanasecurities.ng
p: +234 (0) 7034364566

About Kofana

Kofana Securities & Investments Limited was incorporated on 21st June, 2006 as a private limited liability company with the objective of providing a wide range of financial and investment advisory services which are tailor-made to meet the specific needs of clients.

NEWSLETTER SIGNUP

Top