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CWSL
Products and Services
CWSL's
ongoing service to investors is individual and friendly.
New investors are allocated a portfolio manager who
will be familiar with their particular requirements
and will be available for ongoing discussions and advice.
He/She will keep investors informed of movement/changes
in markets.
We are delighted to
announce new and significant improvements to our
existing services.
STOCK
BROKING
Stock broking
account encourages the purchase of stocks of companies
listed on the Nigerian Stock Exchange. These stocks are
purchased for the purpose of dividend income and capital
appreciation on a long term investment.
FEATURES:
-
N100,000 minimum investment for individual and N500,000 for
corporate
-
Encourages the acquisition of various stocks of quoted companies
-
Flexible
conversion to CWSL portfolio management.
OBJECTIVES:
- To
maximize returns on capital employed
- To
maintain a balance between realized income and capital growth to ensure
regular distribution of guaranteed return.
- To
preserve the real value of capital and then achieve long term capital with
consistent returns.
- To
provide investors with an absolute return through capital appreciation from
the exploitation of investment in selected quoted securities in the Nigerian
Capital Market.
- Adopting
investment policy that seeks to balance risks and returns.
BENEFITS:
- The fund assumes the role “Market Maker”.
- Investment of funds in the capital market (Local &
Foreign).
- Investment can be
used as collateral.
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ASSETS
MANAGEMENT
Equity Trading Account.
This product allows investors funds to invested in trading of shares i.e. buy
low and sell high. It enables our fund managers to take advantage of price
movements in favour of the investor, with a view to grow the value of the
investment over time, which guarantees an average return irrespective of the
state of the Nigerian economy.
FEATURES:
- Growth of portfolio by
buying low and selling high.
- Report and Valuation of
Stock is provided on a quarterly basis.
- The
minimum investment value of N1 million.
- Buying and selling of
stocks at our discretion.
- 1-Year minimum
investment tenor.
OBJECTIVES:
- Monitoring the stocks
and giving professional advice on ways to maximize profits and increase
portfolio size.
- To have a well-balanced
portfolio of investment.
- To ensure that portfolio
consists of liquid stocks, which are easily convertible to cash at any given
period.
- Investors become a
market player indirectly.
BENEFITS:
- Provides for growth and
can be considered as an investment opportunity to hedge against inflation.
- The fund is not
subjected to capital gains tax, and dividend received by subscribers is not
subjected to further tax and shall be treated as franked investment income.
- Arrangement of
short-term credit facilities against investments held with CWSL.
- Investment can be used
as collateral.
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Portfolio Management.
This is product is for investors with existing share holdings. The portfolio
is managed based on the expertise of our specialist team of FUND Managers and
Analysts within a framework where risk and performance are closely monitored on
strategic as well as operational levels in order to maximize optimum returns for
CROSSWORLD PORTFOLIO MANAGEMENT clients.
FEATURES:
- A product for investors
with existing share holdings.
- Report and Valuation of
Stock is provided on a quarterly basis.
- The minimum investment
value is N1 million
- 1-year minimum
investment tenor.
OBJECTIVES:
- To manage the stock
holdings by monitoring the shares and giving professional advice on ways to
maximize profits and increase portfolio size through the sale of
non-performing stocks and the purchase of performing stocks.
- To adopt an investment
policy that seeks to balance risks with returns.
- The policy shall be a
well-balanced portfolio of investment.
- To ensure that portfolio
consists of liquid stocks, which are easily convertible at any given period.
BENEFITS:
- Provides for growth and
can be considered as an investment opportunity to hedge against inflation.
- The fund is not
subjected to capital gains tax, and dividend received by subscribers is not
subjected to further tax and shall be treated as franked investment income.
- Arrangement of
short-term credit facilities against investments held with CWSL.
- Quick acquisition and
disposal of investments held on behalf of client.
- Tracking of both new and
lost dividend warrants and bonus certificates.
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Managed
Fund.
Managed Fund represents a sophisticated and dynamic form of investment, which
operates through a pool of funds invested in various aspects of the Capital and
Money Market. The fund is invested in and outside the country for ultimate
maximum returns higher than those obtainable in the market.
FEATURES:
- Pool of funds from
dynamic investors.
- N500,000 Minimum
Investment.
- Half-yearly reports on
performance of investors fund
- Interest can be received
at the end of tenure and capital rolled over.
- Flexible conversion to
CWSL Portfolio Management Service at expiration of investment.
- Minimum guaranteed return
of at least 2.5% above MRR
- Suitable for long term
investment.
OBJECTIVES:
- To maximize returns on
capital employed.
- To maintain a balance
between realized income and capital growth to ensure regular distribution of
guaranteed return.
- To preserve the real
value of capital and then achieve long term capital growth with consistent
returns.
- To provide investors
with an absolute return through capital appreciation from the exploitation
of investment in selected quoted securities in the Nigerian Capital Market.
- Adopting investment
policy that seeks to balance risks with returns.
BENEFITS:
- The fund assumes the role
of ‘Market maker’.
- Investment of funds in
Capital & Money Market. (Local & Foreign).
Managed
Fund Range :
- CWSL Growth Fund
- Pension Fund
- Education Fund
- Investment Insurance Fund
- Small Savers Investment
Fund
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- CWSL Margin Account Services is a credit
service that affords the investor access to investable fund in the stock
market at very competitive rate
- Minimum investment = N1million.
- CWSL lends to investor an equivalent amount
invested by the investor for the purchase of shares.
- The shares purchased are used as collateral
for the loans.
- An interest rate for the loan is agreed with
the investor.
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- This product is packaged to cultivate an
enduring investment culture without necessarily having a large sum of money
to start with.
- Investment for small savers.
- Minimum return
= MRR + 2.5% (MRR is presently 13.0%).
- Creates wealth for the participants.
- Fund is invested in the capital and money
markets.
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- Managed / investment funds.
- Pension fund management.
- Debt conversion.
- Issuing house activities.
- Sale of forms.
- Training.
- Lease Finance
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- CWSL manage the pension fund of large
corporate organizations.
- Managed like Managed Funds.
Lease
Finance.
This product offers direct lease financing of equipment such as cars,
generators, air conditioners, office equipment etc. to large, medium and
small-scale corporate enterprises for tenors ranging from 12 to 24 months.
FEATURES:
- Equipment must have
second hand value.
- Interest rate based on
ruling market rate.
- Management.
- fee
paid upfront.
- Tenor period from 12 to
24 months.
OBJECTIVE:
- To help investor acquire
more equipment.
BENEFITS:
- It helps corporate
organizations to acquire more equipment with ease.
- Clients take over full
ownership/custody of equipment after repayment.
- Equipment becomes
additional asset to clients (Asset Base).
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Training.
- Training on Capital Market Activities.
- Capital Market Financial Advisory.
- Public Offers - What it entails.
- Regulatory Authorities.
CONCLUSION.
All investments are structured to provide income and maximize capital growth
overtime within the risks/reward criteria.
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