Our Services

Brokerage services

Momentum Brokerage Department offers investment services in purchase and selling:

Shares and other financial instruments at the Belgrade Stock Exchange

Financial instruments on the world stock exchanges

Shares of non-public joint stock companies

Government debt securities on the primary and secondary market

Research & Analysis

We support clients in the process of investment decision making by providing research and financial analysis which includes:

Macroeconomic Survey

Financial analysis of the largest companies listed on the Belgrade Stock Exchange

Analysis of world financial markets movements

Special research and financial analysis at client’s request

Custody services (domestic market)

Momentum provides a comprehensive package of services to the investors in the domestic capital market:

Safekeeping and administration of financial instruments – account management (proprietary / omnibus / pledge accounts)

Administration of cash accounts (dedicated cash accounts for trading with financial instruments)

Administration of tax obligations (tax authority for non-residents)

Proxy Services

Corporate Agent Services and other investment services

We provide financial services to companies, issuers, and above all to public joint stock companies, in relation to financial instruments to which complex rules of governing the capital market are applied:

Administering the issue account and obtaining a shareholder’s book

Updating the Prospectus on the Belgrade Stock Exchange

Publication of annual / semi-annual business reports and occasional information

Issue and / or inclusion of financial instruments on the Stock Exchange with or without a prospectus

Split and conversion / substitution of financial instruments

Compulsory Redemption of shares / disbursements of dissenting shareholders

Public Offering for the shares takeover

Acquisition / Disposal / Annulment of own shares

Dividend payment / coupons payment

Exclusion of shares from the Stock Exchange and delisting from the register of public companies

Withdrawal and annulment of financial instruments / de-registration from the CSD

Corporate financial/legal consulting

Our multidisciplinary team possesses the necessary expertise and experience in the capital market in the field of law, finances, accounting and auditing, for the quality provision of a comprehensive range of corporate advisory services:

Advising on the strategy preparation and possible models for acquiring controlling stake in the company capital

Approval of the concentration related to the acquisition of independent or joint management control

Advising on possible models on valuation changes and structure of share capital

Advising on business strategy, development of business plans and feasibility studies

Corporate law – status changes, establishment, liquidation and legal form change of companies

Advising on the convening and holding of the general meeting of shareholders / members, the disposal of high value assets, internal acts, etc.

Advising on financial risk protection – financial analysis / debt restructuring / refinancing

Tax consulting – analysis of business transactions tax effects and consideration of alternative solutions, tax planning and optimization of tax liabilities

Harmonization of accounting policies and analysis of their impact on the financial results and the tax base

Advising on the privatization process of socially owned and / or public capital