English version
BRE Bank Securities
BRE Bank Securities is a universal brokerage firm providing a full range of services available in the Polish equity market, tailored to the needs of each investor, whether individual or institutional. Established in 1991, we have one of the longest track records in the industry. By being part of Poland’s fastpaced equity market since its very inception, we have mastered the skills and experience necessary to deliver top service quality, and won the trust and confidence of our clients.
Registered in 1998, BRE Bank Securities, a wholly-owned subsidiary of BRE Bank SA, continues the work started by its predecessor “BRE Brokers,” a brokerage division of BRE Bank SA. We are a member of the BRE Bank Group of companies established to provide clients with the highest quality of service through dedicated business divisions.
Full Range of Services
We adopted the business formula of a “Universal Brokerage Firm” to be able to offer clients a complete set of brokerage services spanning Polish and foreign equity markets.
No matter what your profile and preferences, as our client, you have
guaranteed access to solutions that will fit all of your investment needs.
Quality
We provide top-notch services and assistance through our experienced
team of competent professionals. We have largest number of licensed
brokers on board among brokerage firms – over half of our customer service specialists are licensed!
By employing advanced infrastructure solutions, highly trained and
experienced staff, and cutting-edge technology, each year, we continue to strengthen our position as a leading market player. BRE Bank Securities currently manages over 50 thousand* active investor accounts.
Our service excellence has wan recognition from leading industry
organisations and journals, including:
Best Financial Institution in the “Brokerage Firms” category according to Rzeczpospolita daily newspaper (June 2008)
2nd place in Parkiet’s ranking of brokerage firms (July 2008)
3rd place in the ranking “Leaders of the Primary Market”, Forbes Investor (February 2008)
Michał Marczak, Winner, accuracy of investment recommendations, AQ Research (February 2008)
Marta Jeżewska, Runner-Up, accuracy of investment recommendations, AQ Research (February 2008)
2nd place in the ranking of the best primary market brokerage firms, Puls Biznesu, (February 2008)
Michał Marczak, 2007 Best Equity Analyst, Parkiet, (February 2008)
2nd place in the ranking of research teams, Parkiet, (February 2008)
Best brokerage firm in terms of service quality, Forbes Investor (September 2007)
3rd place in the ranking of brokerage firms prepared by the Union of Individual Investors and Forbes (October 2007)
2nd place in terms of accuracy of investment recommendations according to AQ Research (September 2007)
3rd place in the ranking of brokerage firms according to Parkiet
( March 2007)
Private Equity Trading
+48 22 697 47 03; +48 22 697 48 60
Equity Issuer Service
We have been serving issuers of private equity securities since 1995. We pride ourselves on being the first brokerage firm to launch deposit and trading services for equities generated by the Mass Privatisation Programme. We are especially proud of our track record in handling bulk privatisation transactions, including allocations of privatised equity offered by the State Treasury to eligible individuals, and subsequent purchases of such securities by strategic investors.
We offer a wide range of solutions to issuers of securities not admitted to trading on a regulated market:
safekeeping of share certificates (incl. multiple shares certificates)
trading records
keeping shareholder records, including holders of registered shares
brokerage services in dealing in securities held in deposit
ensuring authorised access to shares
managing execution of shareholder rights, including dividend payments
share blocking, especially prior to general meetings of shareholders
underwriting share and bond offerings.
Private Equity Trading
To keep up with client expectations, we act as broker in transactions involving securities not admitted to trading on regulated markets. We offer secure transaction terms comparable to those governing regulated markets. Transaction parties benefit from reduced costs charged in deals executed via a broker.
Institutional Clients
+48 22 697 48 62
We have extensive expertise in serving Polish and foreign institutional clients. At your service is our team of experienced and highly-skilled professionals who, after years of working with institutional clients, have a deep understanding of their unique needs and expectations.
By maintaining personalised relationships with our clients, we have
developed a set of customer service standards that can accommodate the unique needs and preferences of each investor while guaranteeing
confidentiality of all transactions.
In keeping with our strategy aimed at tailoring our brokerage service
standards to client needs, we have recently realigned our sales team
dedicated to institutional clients. The new organisation, tested in many other areas of financial service provision, has proved successful in delivering top service quality and satisfaction to the most demanding clients.
To our institutional clients, we provide:
Daily company and market updates delivered before the opening bell
Morning calls with brokers providing insight on current market
developments
Face-to-face meetings including research and service presentations
Access to research and investment recommendations (fundamental equity and industry analyses, statistics)
Custom research on client request
Flexible service.
Management of Share-Based Incentive Schemes
Shares are an increasingly popular incentive for senior executives and staff. We have the most extensive experience in the market in managing sharebased incentive plans, including:
plans involving shares listed on foreign markets
incentive plans for employees and executives of foreign-owned Polish companies +48 22 697 48 26
plans involving shares listed in the Polish regulated market. +48 22 697 48 59