Status


Asset management

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Wealth management

Wealth management is an individual investment product of Status Capital, which provides an opportunity for structuring of a customized portfolio of financial instruments in line with your investment objectives and limitations as well as your risk tolerance.

 

Unlike other investment methods through wealth management you do not need to take decisions concerning when, where and how much to invest. After signing a contract with us our investment consultants licensed by the Financial Supervision Commission will structure a suitable portfolio of financial instruments in compliance with your risk tolerance and required investment return.

 

This portfolio is regularly monitored by portfolio managers at Status Capital who implement changes depending on market conditions in order to achieve optimal return.

 

The choice of financial instruments is based on the investment objectives and limitations while risk is assumed by the client. Investment decisions are made on the grounds of analysis that spot investment opportunities with potential to achieve a higher-than-market return. We shall periodically send you a report (by email, fax, mail) about the investment results and portfolio.

 

Main advantages of Wealth management:

 

  • Contract term - The term of the signed contract is specified by you. A standard contract has a term of one year or unlimited validity.  The investment term depends entirely on your needs and can be changed at any time.

  • Taxation - No tax is levied on incomes from trading in shares in the Bulgarian Stock Exchange. Use of customized product - your preferences, investment objectives, limitations and sentiment are considered by us

  • Control of invested sum - as an investor you can withdraw or place money at any time which gives you a greater flexibility compared to bank deposits and also compared to investments in pension funds and insurance products.

  • Funds withdrawal - whenever you wish you may withdraw the entire sum managed by us or part of it without any sanctions or commissions within the term set by the contract.

  • Security - the managed funds are kept in a segregated bank account and the financial instruments are registered under your name in the Central Depository.

  • Commission on profit only - the main part of our remuneration is based on a percentage of your profit and a small part is a percentage of the portfolio. Commissions on trades cover the expenses of Status Capital for transactions made on behalf of the client.


Unit value and return could decline. Profit is not guaranteed and investors take the risk of failing to redeem the entire amount of their investment. Investments in contractual funds are not guaranteed by a guarantee fund, created by the state or any other kind of guarantee. Previous results of the funds are not indicative of future performance. The prospectus and the rules of the funds are publicly accessible in the offices of Status Capital and the website www.status.bg.