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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

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

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.


 
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