We provide expert investment/financial services tailor-made to suit individual or corporate clients requirement, notable amongst which are the following

As a dealing member of the Nigerian Stock Exchange we serve as broker to Issues in the Capital Market by Introduction, Offer for Sale, Subscription, Rights, etc.  We engage in securities trading such as:

Buying and selling of quoted securities such as:

1. Equity Ordinary Shares
2. Guild-Edge Stock Government Development Stocks
3. Corporate Debt or Bonds Industrial Loans and Preference Stocks
4. Treasury Bills and Certificates.

Download Forms here, fill, and send to APT Securities.

The essence of the portfolio management programme at APT Securities and Funds Ltd is to provide clients a means of channelling their funds in carefully chosen financial instruments with the aim of achieving optimal returns with less stress of the ups and downs of the market.

Our investment strategy flows directly from the investment objectives of our clients, risk tolerance, and expected rate of return levels and ethical preference by clients. To implement this strategy, our research department plays a pivotal role in managing the portfolio by providing comprehensive analysis on a varied list of opportunities.

Taking cognizance of the dynamics of the capital market in Nigeria, we consistently try to adapt to changes and restructure portfolios as the situation demands from time to time in order to satisfactorily deliver minimum expectation sought by our clients.

The responsibility of APT in managing the portfolio includes:

• Initializing the portfolio.
• Managing the portfolio.
• Providing quarterly reports.
• Acting as proxies or nominees as the need arises
• Monitoring the capital markets for new opportunities or impending threats.

The following are the major types of Portfolio that is presently available:

1. Guaranteed Account
   In this type of account, the investor is promised a negotiated rate on his/her investment regardless of the performance of the portfolio making it attractive to risk-averse investors.
   
   

   Features	Bronze	Silver	Gold	Platinum
   Min account opening	1 – 5m	6 – 25m	26 – 100m	100m and above
   Administration Fees (p/a)	Negotiable	Negotiable	Negotiable	Negotiable
   Transaction Commission(excluding. statutory charges)	Negotiable	Negotiable	Negotiable	Negotiable
   Excess sharing formulaIn Favour of Client	Negotiable	Negotiable	Negotiable	Negotiable
   Min Tenor	12 months	12 months	12 months	12 months
   Year End Fee	Negotiable	Negotiable	Negotiable	Negotiable

   
   
2. Capital Retention Account
   This is a risk free investment outlet whereby the client is assured of recouping his/her initial capital regardless of the market performance. By design, this type of account has no limit on the rate of return thus making it attractive for aggressive investors.
   
   

   Features	Bronze	Silver	Gold	Platinum
   Min account opening	10 – 49m	50 – 99m	100 – 499m	499 and above
   Administration Fees (p/a)	Negotiable	Negotiable	Negotiable	Negotiable
   Transaction Commission	Negotiable	Negotiable	Negotiable	Negotiable
   Year End Fee in Favour of Client	Negotiable	Negotiable	Negotiable	Negotiable
   Min Tenor	12 months	12 months	12 months	12 months

Download Forms here, fill, and send to APT Securities.

We provide investment services and advice, and specialises in emerging/growth stocks.  Our understanding of the local trend of the market vis-à-vis the implication of government economic policies to the operating environment and by extension to quoted securities gives us an edge over others.

We offer financial advisory services to corporate organizations and institutions in the following areas:

1. Capital Restructuring
2. Mergers and Acquisitions
3. Capital Swaps
4. Debt Conversion
5. Debt Factoring and Management
6. Privatisation/Public Sector Advisory
7. Feasibility Reports
8. Dividend Policy
9. Consultancy Services

CUSTODIAN SERVICES/SHARE-BACKED FACILITY

We serve as a custodian broker to banks/financial institutions that intend to take Share Certificates or CSCS Stock Slip as collateral from their clients. We take the necessary step that protects the interest of both parties as long as the transaction lasted.

NOMINEE SERVICES

Nominee Services is a means whereby stocks or other properties are transferred by agreement in the name of Nominee Services to facilitate transactions although the customer remains the true owner. We provide this services for those clients who may not wish to buy shares in their name, but using Nominee Accounts. A periodic report on the performance of the account will be communicated to the client either monthly or quarterly, depending on their choice.

BROKERS TO THE COMPANY

As the market is becoming sophisticated and shareholders interest on the market increases, it is necessary for quoted companies to appoint a broker for an up-date of the happenings in the market and proper advice. APT SECURITIES AND FUNDS LIMITED is ready to offer such services.

SHARE CERTIFICATES VERIFICATION

We offer the opportunity to our customers to put their share certificates in the CSCS system. The advantages include among others, free from loss, theft, fire, accident while facilitating asset sharing among members of a family. Customers can also take advantage of share price appreciation (capital gain).

Download Forms here, fill, and send to APT Securities.