Services

A. SARRIS INVESTMENT SERVICES continues to enhance its services for the benefit of its clients by introducing a comprehensive system for the transmission, management, and monitoring of orders — Sarris-ZTrade*.

This technologically advanced investment tool is designed to help investors take advantage of the wide range of opportunities available in the stock market, offering:

·         24/7 secure access to the investor’s portfolio

·         Use of a single, personal, and confidential access code

·         Accessibility from anywhere via the App Store or Google Play for mobile, iPad, or tablet, as well as a desktop version

*Use of the application requires the signing of the corresponding online trading agreement.

The option of short-term credit for the settlement of share purchases within two business days is available, allowing investors to take advantage of immediate and significant upward movements in stock prices.

At the same time, investors are offered the possibility of indefinite-duration credit purchases (Margin Account) at a highly competitive interest rate. Margin trading enables investors to leverage their available liquidity in the most efficient way.

All clients of the company have access to personalized consultation and information, specifically regarding:

• The fundamental figures of all listed companies
• Newsletters, announcements, and press releases
• Historical price data of all shares and indices
• Technical analyses and charts

As part of its comprehensive brokerage services, A. SARRIS AEPEY provides custody services for all securities in the Greek market, including:

 

1.      Transaction Clearing:

The company ensures that the purchase and sale of shares and other financial instruments are completed accurately and on time, facilitating the transfer of funds and securities between buyers and sellers.

2.      Securities Safekeeping:

Clients’ shares or other financial instruments are securely held by the company, reducing the risk of loss or theft.

3.      Monitoring, Information, and Participation in Corporate Actions:

The company informs clients about corporate actions such as:

• Capital Increases (Rights Issues)
• Dividend Collection
• Stock Splits
• Securities Pledges

It also assists clients in participating in these processes.

4.      Issuance of Tax Certificates:

Provides the necessary documents for clients to properly report their investment income to the tax authorities.

5.      Exercise of Warrants:

Assists investors in exercising their rights under warrants, i.e., to buy or sell shares at predetermined prices.

A. SARRIS AEPEY, through strategic partnerships with recognized Financial Services Providers, offers investors the opportunity to expand their options, ensuring access to all tradable securities in international financial markets. In this way, it provides immediacy, speed, transparency, and full control over their investment decisions.

At the same time, A. SARRIS AEPEY monitors daily developments in international markets, providing timely and responsible updates to investors, enabling them to capitalize on the most advantageous opportunities with a competitive transaction fee structure, aiming to maximize client value.

In response to the challenges of today’s volatile and complex international economic environment, A. SARRIS AEPEY offers clients an Investment Advisory (ADVISORY) service, A. SARRIS AEPEY offers its clients an Investment Advisory service (ADVISORY). This service is particularly suited for investors who wish to be actively involved in the markets and manage their own portfolios, while at the same time having the opportunity to benefit from the investment recommendations and insights of the advisory team.

The investor retains full control over investment decisions, while also gaining continuous updates and access to relevant information. In collaboration with the investor, their investment profile is determined, and the desired level of risk is established in relation to expected returns.

The investor makes the final decision, and the company promptly proceeds with structuring the investment portfolio that aligns with the client’s investment profile.

In a complex international economic environment, with an abundance of financial data and information requiring daily evaluation and the ability to make immediate investment decisions, A. SARRIS AEPEY offers its clients a Discretionary Portfolio Management service, providing a distinct approach to achieving their investment objectives.

This service is designed for investors who do not have the time or expertise to actively manage their investment portfolios and prefer that A. SARRIS AEPEY, through its experienced and certified team, takes on the portfolio management. The primary goal of the investment committee managing the investor’s portfolio is the proper allocation of assets across various investment categories, ensuring alignment with the investor’s profile and meeting their specific characteristics and objectives.

Based on this framework, the investment committee’s main focus is to identify the optimal mix of securities that could potentially maximize the portfolio’s value while keeping investment risk at acceptable levels.