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   Contact Information

   Fidelity Union Securities      
   Limited
    36 Adeola Hopewell Street
    Victoria Island, Lagos, Nigeria
 
   Tel:- +234-1-2710817-9
   Fax:- +234-1-
2712798

   Email:      

info@fidelityunionsecng.com

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  PRODUCTS & SERVICES
  Principal Products

Our three principal products are trading in quoted shares, financial advisory services and fund management services.

Brokerage Services

On behalf of our clients, we buy and sell securities at rates stipulated by the Council of The Nigerian Stock Exchange and approved by the Securities and Exchange Commission (SEC).
FINANCIAL ADVISORY/ISSUING HOUSE SERVICES

Financial Advisory/ Issuing House Services
 
Corporate Advisory

With our crop of qualified, experienced and motivated personnel FUSL offers well packaged and comprehensive advisory/issuing house services to corporate clients desiring to raise fund in the capital market by way of Private Placement or Public Issues. We also advise on optimal financing and capital structure and provide underwriting services for public offers on request


Corporate Restructuring

Apart from assisting corporate bodies to raise funds in the capital market, FUSLalso offer financial advisory services to companies engaged in mergers and acquisitions and other forms of corporate restructuring.

Portfolio/Asset Management Services

We provide portfolio management services on discretionary and non-discretionary basis. Under the discretionary portfolio management services, we manage, monitor and take investment;' decisions on our client's behalf and render regular performance reports to them. This allows our clients to concentrate on their primary assignment while earning appreciable returns on their investment.

The non-discretionary portfolio management service provides exactly the same benefits as the discretionary portfolio management service except that investment and divestment decisions are taken by the client.

Trade Finance and Marging Trading

FUSL extends short-term credit facilities to borrowers with local purchase orders from blue chip companies. Loans are also provided for the acquisition of shares quoted on the Nigerian Stock Exchange.

Information & Research

One of our strongest points is our ability to provide our clients with processed information about individual companies and industries through our monthly newsletter, Daily & weekly Stock Market Update and quarterly industry reviews. Our research activity is reflected in the quality of investment advice we provide our clients.

Brokerage Accounts

Our range of brokerage accounts includes the following:

Basic Stock broking Account

This is a basic account for individuals and corporate investors. Minimum account opening balance is N500, 000. Trading is done on the instruction of account holder.

Reserve Stock broking Account

This account is for high net worth individuals and professionals who require independent monitoring of their portfolio.

Features

  • Minimum account opening balance of N1, 000,000
     

  • Dealing on the instruction of the account holder
     

  • Free quarterly' portfolio review on request
     

  • Membership of the FUSL Premium Club on the attainment of an annual trading volume of N10million

Nominee Account

This account is for high net worth individuals and professionals who require active management and independent monitoring of their portfolio.

Features

  • Account is operated as Nominee Account in the CSCS which provides facilities for trading in shares through special accounts that will not necessarily disclose the identity of the investor.
     

  • Minimum account opening balance of N5miliion
     

  • Dealing on the instructions of the account holder
     

  • FUSL is responsible for the collection of dividends, liaison with the Registrar and CSCS, processing of certificates of capital importation where required and other administrative functions
     

  • Some services might attract a fee
     

  • Free quarterly portfolio review
     

  • Membership of FUSL Premium Club on the attainment of an annual trading volume of N 10million
     

  • Margin facilities
     

Asset Management Account

This is an account for professionals, high net worth individuals, institutional investors and pension funds that prefer FUSL to make investment decisions on their behalf subject to agreed parameters.

Features:

  • Minimum account opening balance of N25million Account is operated as Nominee Account in the CSCS
     

  • FUSL will be responsible for choice of investments subject to guidelines agreed at regular intervals
     

  • FUSL is responsible for collection of dividends, liaison with the Registrars and CSCS, processing of certificates of capital importation where required and other administrative functions
     

  • Quarterly portfolio review
     

  • Automatic membership of FUSL Premium Club that entities account holders to receive FUSL research reports free of charge
     

  • Management fee of 1%or10% of asset  the profit generated by FUSL for the portfolio,  payable quarterly in arrears but subject to meeting exceeding specified benchmark. No fee is charged in the event that your account does not make profit. Minimum participating period is one year.
     

  • With a shareholders' fund of over N500miliion (one of the highest in the industry) at the end of June 2006, balance sheet size of N1.52billion, and a team of tested and experienced personnel, we are well positioned to maximize returns on our clients' portfolio.

  

  Quick Links

Account Opening
Transfer Form
Inter-Member Transfer
Buy & Sell Mandate
Account Confirmation
 
Asset Management
Margin Trading
Research Reports
Investment Advisory
 

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