Products and Services
As one of the largest Private Client stockbroking firm in Nigeria, we
have the expertise and experience to help our clients successfully achieve
their investment objectives. Our business ethos is based on the recognition
that no two clients are the same and, consequently, we offer four distinct
categories of service:
+ Portfolio Managed Services
+ Self-Directed Trading
+ Retirement Asset Services
+ Complementary Services
Managed Portfolio Services
Your investment experience, and the level of involvement
you wish to have in your wealth management, determines the type of portfolio
management service you choose.
Therefore, we offer two distinct categories of service:
+ Discretionary Portfolio Management
Account
+ Advisory Portfolio Management Account
Markets Desk
This interactive advisory service focuses on generating
short to medium-term investment ideas.
+ Markets Desk
Execution Dealing Services
These non-advisory services are primarily for those
interested in trading stocks and building their own portfolios via the
telephone, Internet, or local TRW branch.
+ Telephone Dealing Service
+ Online Trading
+ TRW Branch Dealing Service
Retirement Asset Services
We offer attractive retirement products; both supported
by quality advice, to ensure clients benefit from the available capital
gains tax exemption.
+ Personal Retirement Portfolio
Complementary Services
To support the above services, we offer an additional
range of resources that will assist you in your search for appropriate
investment advice and information. These include:
+ E-mail Services
+ trw-stockbrokers.com
Discretionary Portfolio Management Account
This service provides discretionary management of diversified portfolios
for long-term capital growth.
Features
+ Portfolio may comprise of shares and treasury bills,
in accordance with an agreed strategy between the portfolio manager
and client
+ A dedicated, qualified portfolio manager is assigned
+ A tailored long-term investment strategy is created
+ The portfolio manager has discretion to make investment
decisions on the clients behalf
+ All changes are notified immediately adhering to guidelines
laid down by the client in relation to income, risk profile, tax considerations
or ethical concerns
Benefits
+ One-to-one client/portfolio manager relationship exists
+ Potential of long-term capital growth
+ Portfolio manager takes full charge of investment decisions
+ Ensures efficient management and swift reaction as circumstances
dictate
+ Regular quarterly reports are provided
Eligibility
+ Initial investment requirement of N1,000,000 on this
account
+ Available to private individual/joint and corporate investors
+ Must be over 18 years of age
+ May be established on single or joint person basis
Contact
Contact Details
Telephone:
+ 234 1 2645363
Fax:
+ 234 1 2646999
E-mail:
info@trw-stockbrokers.com
Markets Desk
This interactive advisory service recognises the private individuals
requirement to seek a return on investment and offers a wide range of
domestic investment analysis which is used to consistently generate
short- to medium-term investment ideas.
Features
+ Advisory service
+ Domestic market analysis
+ Interactive service
+ Short/medium-term opportunities
Benefits
+ Trading experts are at client's disposal
+ No management fee, commission charges only
Eligibility
+ Available to private individual/joint and corporate investors
+ Must be 18 years or over
Contact
Contact Details
Telephone:
+ 234 1 2637743
Fax:
+ 234 1 2646999
E-mail:
info@trw-stockbrokers.com
Execution-only Services
These non-advisory dealing services are primarily for those interested
in trading stocks and building their own portfolios via the telephone,
internet or local TRW branch.
Telephone Dealing Service
Features
+ Execution only dealing service
+ Dealing in domestic markets
+ Efficient service
+ Non-advisory service
+ An Annual Account Maintenance Fee covering the administration
of the account will apply.
Benefits
+ Trading experts are at client's disposal to execute trades
+ No management fee, commission charges only
Eligibility
+ Available to private individual/joint and corporate investors
+ Must be 18 years or over
Contact
Contact Details
Telephone:
+ 234 1 2646976
Fax:
+ 234 1 2646999
E-mail:
info@trw-stockbrokers.com
Retirement Asset Services
Features
+ Attractive retirement products such as the Personal Retirement Portfolio
Products are supported by quality advice to ensure
clients are benefiting to the maximum from the tax allowances available
such as capital gains exempt for Nigerian equities.
+ The retirement fund is structured as a personalised, managed
portfolio
Clients are assigned a dedicated, qualified
portfolio manager
+ A tailored investment strategy is created for each client
Investment management of the T-bill can be carried
out on a discretionary or advisory basis. If the client chooses our
discretionary management service, we make all
the investment decisions on their behalf, strictly within the context
of an agreed overall strategy. In the case of
advisory management, we make recommendations based on our knowledge
of the client's requirements, but the final decision
rests with the clients
+ Valuations and statements of your account are provided
quarterly
Benefits
+ Contributions are tax deductible within certain limits for
personal and corporate contributions
+ Accumulating funds enjoy tax-free investment growth.
The level of tax payable on maturity of these portfolios is dependent
on the option taken by the investor upon exit
+ You have control and input into how your retirement fund
is managed
+ Access to the same portfolio management services whilst
availing of tax efficiency
+ A one to one client / portfolio manager relationship
exists and is cultivated
+ Portfolio management benefits from the wealth of investment
knowledge from a range of TRW experts
Eligibility
+ Available to private individual/joint and corporate investors
+ Must be 18 years or over
Further Information
View/download the Retirement Asset Services pdf document.
View/download the Personal Retirement Portfolio pdf document.
Contact
For further information or product details:
Contact Details
Telephone:
+ 234 1 2646976
Fax:
+ 353 1 2646999
E-mail:
info@trw-stockbrokers.com
Complementary Services
To support the above services, we offer an additional range of resources
that will assist you in your search for appropriate investment advice
and information
E-mail Services
TRW Mobile Markets is our solution to staying on top of today's changing
markets. This free service provides you with the latest share prices,
gainers and losers, and index performances via email message to your
e-mail.
Company results and economic market news can also
be delivered to your e-mail via our Service.
Contact
Sign up for TRW Mobile Markets using our online registration form.
Contact Details
Telephone:
+ 234 1 2637743
+ 234 1 2646976
Fax:
+ 234 1 2646999
E-mail:
mobilemarkets@trw-stockbrokers.com
TRW Investment Fund
TRW Stockbrokers is pleased to launch one of Nigeria’s most innovative
equity capital product which provides many of the advantages of diversified
portfolio risk, professional portfolio management, reduced commission,
and free exit and entry.
Features
The TRW Investment Fund would be considered an ideal unit linked investment
product, a simple approach to stockmarket investment.
It offers the facility to invest in a professionally and expertly chosen
portfolio of well-diversified stocks and shares, through a competitively
priced investment product.
Investing in the TRW Investment Fund allows you to participate in a
pooled and diversified portfolio.
The portfolio provides a spread of investments across companies and
sectors with the primary objective of long term capital growth and secondary
objective of income.
This is an opportunity for those who wish to spread their investment
risk through a pooled investment.
Minimum investment N100, 000.
Benefits
The charging structure for the TRW Investment Fund is competitive, transparent
and straightforward.
Tax for “the fund” investors is payable only on dividend
income at standard rate (10%). This is deducted at source, and there
is no further tax liability for investors.
Eligibility
Minimum Investment – N100,000
Age Limits - You have to be at least 18 to invest in the TRW Investment
Fund.
Further Information
View/Download the The TRW Investment Fund Brochure pdf document.
Contact
For further information or product details:
Contact: Abdulrasheed Momoh
Telephone:
+ 234 1 2646976
Fax:
+ 234 1 2646999
E-mail:
info@trw-stockbrokers.com
Investment Funds
Interested in listing investment funds on
the Nigerian Stock Exchange?
The Investment Funds section of TRW Stockbrokers aims
to provide a comprehensive and efficient service to investment funds
seeking a listing on the Nigerian Stock Exchange (the "Exchange").
All investment funds applying for a listing are required to appoint
a Sponsor and as part of this role we perform the following tasks:
+ Provision of advice in advance on suitability
for listing.
+ Co-ordination of the listing process in Nigeria.
+ Liaison with the Exchange.
+ On-going role in relation to continuing obligations once
listed.
Why list with TRW Stockbrokers?
TRW Stockbrokers has been actively involved in the development of the
investment funds sector in Nigeria and internationally since 1989. The
Investment Funds team is staffed by dedicated and experienced professional
executives with an in depth knowledge of the Nigerian Stock Exchange
rules and procedures for the admission of investment funds to listing.
To date, more than 10 investment funds have been listed
on the Exchange with more to come. This success has been, and continues
to be, attributed to the low cost involved and the speed and flexibility
adopted in obtaining a listing. Ours is an emerging market with lots
of prospects.
Our experience and reputation as Sponsor speaks for
itself and we endeavour to make the listing process as smooth and efficient
as possible. We produce regular Investment Funds newsletters informing
our clients of any amendments to the Exchange's rules and also showing
trends and developments in funds listing in Nigeria.
If you think that we may be able to help you, or you
have any queries regarding fund listings in Nigeria, please contact:
Henry Omoragbon
Director
henryo@trw-stockbrokers.com
Azubuike Okpalaoka
CEO
azubuikeo@trw-stockbrokers.com
Abdulrasheed Momoh
Snr. Manager
abdulrasheedm@trw-stockbrokers.com
Why list Investment Fund with TRW Stockbrokers?
The listing Group is staffed by dedicated and experienced professional
executives with an in depth knowledge of the Nigerian Stock Exchange
rules and procedures for the admission of securities to listing. We
have produced a brochure summarizing the main listing requirements.
Why list on the Nigerian Stock Exchange?
Following the return to democratic governance in mid 1999, the various
reforms embarked on by the new government of the federal republic, and
most recently the rating of BB+ by Standard & Poor (S & P) on
the Nigerian economy and debt instrument, the Exchange has experienced
phenomenal growth in the number of issuers seeking a listing in Nigeria
and to date more than 20 issuers have listed on the Exchange. The success
of the listings has been attributed to the low cost of listing and the
speed and flexibility adopted in obtaining a listing.
If you think that we may be able to help you, or you
have any queries regarding investment fund listings in Nigeria, please
contact:
Abdulrasheed Momoh : abdulrasheedm@trw-stockbrokers.com
Azubuike Okpalaoka : azubuikeo@trw-stockbrokers.com
Tel: +234 1 2646976
Fax: +234 1 2646999
Equity Research
TRW has an equity research team of 5 people. We pride ourselves on the
independence of our research, and on taking views which are based on
fundamentals rather than market fashion. We provide coverage of virtually
all the Nigerian quoted companies and have sectoral specialists in:
+ Banking/Financial Services
+ Construction Industry
+ Economics
+ Food and Agribusiness
+ Telecommunications
+ Media
+ Pharmaceuticals
+ Transport and Tourism
+ Paper, Print and Packaging
+ Resource Exploration and Production
In recent years, TRW strategy has been to focus on
the more dynamic sectors which are driving the economy's extraordinary
growth. As a result of this sectoral focus, TRW has developed a leading
reputation in the telecom sector. We have recently expanded our telecom
team.
Our core research products
are:-
The Scoreboard Theory
Is an analytical process that tends to evaluate & measure corporate
profitability ratios as they relate to the aggregate market performance
using a catalyst known as “tiara scale”. The process makes
it easier in identifying the top performing stocks relative to the entire
list of equities. Simply put, it separates the wheat from the chaff.
Rolling Agenda
A monthly report which provides detailed statistics on the market and
updates on the issues which are driving individual stock price movements
and the overall market, major reports on Nigerian companies, describing
their operations and analysing their prospects, regular updates on all
Nigerian companies as events unfold, quarterly reviews and special features
on the Nigerian Economy.
TRW Weekly Report
A quick release summary of company results and our immediate reaction
to them.
