UpTrend Ltd. was established in 1997 and proved to be one of the first investment intermediaries being licensed in Bulgaria. Bull Trend is a member of the Bulgarian Stock Exchange PLC and Central Depository PLC since 1998.
We consult and manage the assets of wide range of clients. We prefer long-term strategies, but we don't miss the short-term opportunities that our markets provide.
Our financial commentaries and analyses are widely covered in the media.
The company is in possession of a full license to perform activities as an investment intermediary within the European Union and the European Economic Area:
+reception and delivery of orders in relation to one or more financial instruments, including intermediation for entering into transactions with financial instruments;
+execution of orders on behalf of clients;
+dealing on own account in financial instruments;
+management of investment portfolio;
+providing of investment consultations to a client;
+underwriting of issues of financial instruments and/or offering for initial sale financial instruments in the conditions of unconditional and irrevocable commitment for subscription/acquisition of the financial instruments for own account;
+offering for initial sale of financial instruments without an unconditional and irrevocable commitment for acquisition of the financial instruments for own account;
+safekeeping and administration of financial instruments for client account, including custodianship (keeping financial instruments and client cash in a depository institution) and related services such as management of the received cash/provided collateral;
+granting loans for carrying out of transactions in one or more financial instruments, provided that the entity granting the loan is involved in the transaction under conditions and procedure, laid down in an ordinance;
+and many more customer needs designed solutions.

Up Trend Ltd

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