Broker-assisted trading

Broker-assisted execution or personal broker serves aim to control customer’s portfolio, to inform and advise promptly about financial world events or price changes for the financial instruments that are of interest to the customer as well as handling complex care orders into marketplace (on or off exchange).

Renesource Capital provides both traditional voice and electronic execution services that are specifically designed to meet unique needs of our Clients.

Broker – assisted services include:

  • Trading recommendations and up-to-the-minute investment & trade ideas;
  • Individual advisory and most recent news events, rumors on the financial and capital markets.

Broker- assisted services are designed to improve efficiency and success of customers’ activities on financial markets. They are designed for customers who do not have enough time or financial experience to keep close tabs on the market; or for those who wish to receive more information, value-added services and finest quality for the implementation of their own trading ideas.

Broker-assisted execution differs from classic electronic brokerage services and asset management services as it provides a customer full control over their financial instrument account.

Broker-assisted services expand opportunities of brokerage services and allow customers to use principles of asset and wealth management, while retaining a full control over their assets and portfolio.

Fees and commissions of Renesource Capital broker- assisted services are determined on an individual basis and are volume and deposit based. Broker- assisted services are only available to Customers with deposits from 50 000 EUR or equivalent in other currency.

Risk Disclosure Statement. Margin transactions (Forex, contracts for difference CFD, futures and futures options, stock options, REPO transactions, transactions in over-the-counter derivatives and transactions using broker credit, including selling short) involve higher risk. The level of risk increases with the leverage ratio. As the result of margin transactions, relatively high profits are possible with low level of initial investments, as well as significant losses which may exceed the principal amount of investments or the amount of the collateral. Please ascertain whether margin transactions in their essence and content suit the risk profile that was assigned to you by AS IBS Renesource Capital and whether the content of margin transactions corresponds to your investment goals.