K E R F O R D I N V E S T M E N T S ( U K ) LT D. Authorised and Regulated by the Financial Conduct Authority (FCA)

Transcription

1 K E R F O R D I N V E S T M E N T S ( U K ) LT D. Authorised and Regulated by the Financial Conduct Authority (FCA) Registered Office: Dorset Street, London W1U 7NA Administration Office: 1st Floor, 239 High Street Kensington London, W8 6SN Tel: +44 (0) KERFORD INVESTMENTS (UK) LT D Authorised and Regulated by the Financial Conduct Authority (FCA)

2 Kerford Investments UK LTD. Kerford Investments UK LTD. An Online Evolution

3 Bringing you closer to the market

4 Kerford Investments Limited is an agency broker as well as a dealer, Authorized and Regulated by Financial Conduct Authority (FCA), with well established global presence through the firm s efficient Introducing Brokers operating world wide. Directly and through our world-wide financial services subsidiaries, we provide comprehensive coverage and direct access to most international financial markets along with sophisticated trading and execution services in equities, CFD s, foreign exchange, metals, offshore funds and general investment advisory facilities. Kerford's innovative trading software enables its clients to trade with narrow spreads, not only in currencies but in all markets, as well. Instant price charting and technical analysis, coupled with split second news, also smoothes the decision-making process in order to enable the trader to make better informed decisions. The enhancement of trading technologies and the constant quest for new developments and improved market opportunities provide our clients with both cost savings and many other advantages. Client satisfaction is our primary concern and we have a pool of dedicated multi-lingual professionals to serve their needs as well as to ascertain that all investment decisions are transacted as efficiently as possible. Kerford is the product of a great vision shared by a group of similarly minded individuals in the investment community. Their objective is to bring clients closer to financial markets with a mission to offer improved access combined with much lower commissions and greater opportunities in the new era of e-commerce. In brief, we provide a broad range of financial services and offer enhanced profit potential for our customers by making available quality online trading facilities with greatly reduced transaction costs, accurate quotes and a myriad of specific universes tailored to match the clients needs. Kerford offers a broad range of state-of-the-art trading facilities which encompass most aspects of every sophisticated trader's investment portfolio. These are augmented by constantly updated software, a wide range of investment products and "universes," low costs, favorable margin requirements and dedicated customer support. In the U.K. especially, Kerford s services are particularly helpful for larger professional traders, including institutions, fund managers, introducing brokers and intermediate traders. The wide range of our financial services encompasses trading in Forex, Equities, Mutual Funds, Precious Metals and Bullion platforms in a broad spectrum of over 50 global markets. The specialized trading platforms which we have developed and implemented especially in Forex as well as in the other commodities, have been soundly tested and in use for the past several years. Equities Stocks (or shares) and their stock modern equivalent, (CFDs Contracts for Delivery ) represent ownership units in issuing companies who wish to both raise capital as well as expand their shareholder base. The relaxation of foreign investment restrictions and new developments in communication and trading systems in much of the world today opens new doors for astute traders. The recently increased two way flow of funds from developing countries to developed ones, and vice versa-with the opportunities which they bring, also renders the need for an increasing percentage of equities into any soundly constructed investment portfolio. We also provide our customers with access to data bases which will facilitate their ability to make better informed investment judgments which will help them to succeed in currency trading as well as with their entire general investment portfolio.

5 Forex PIPs The Global Foreign Exchange ( FOREX ) market for trading foreign currencies is the largest, most transparent and most liquid market of all. Whereas the entire combined total value of all world stock exchange trading might average about $50 billion, it is estimated that the total value alone of foreign exchange which is traded in a single day is at least 50 times or more-usually between $2.5 trillion to $3.5 trillion dollars. Unlike world stock exchanges, the global foreign exchange market is open 24 hours per day and five days per week. Foreign exchange instruments and derivatives trading generally starts in Asia, moves to London, then to New York and back to Tokyo and Singapore. In the past, the only way for investors to gain access to this vast market was through banks which transacted large amounts of currencies primarily for their own commercial and investment purposes. Through Kerford and as a result of exceptional market liquidity and transparency even the smallest as well as the largest investor can trade in foreign currencies on a level playing field. In Forex dealing, trades are usually dealt in the spot market but can also be transacted in varying amounts and with different dates and denominations as well as without standardized contract sizes or dates. The chances for major institutions to effect intraday manipulation are minimized and technical analysts; for example, thereby find it much easier to analyze evolving trends. Characteristic Features International electronic link between all major banks Less than 2% usually required for margin trading Two way market with almost instant, transparent liquidity Market information publicly available via broadcast and press media Internationally accepted pricing structure Tracking of a dozen currency pairs at any given time Contracts can be set for as much as one full year Kerford Solutions For All Your Investments Needs Infinite zest to pursue the ultimate value Unique solution for all your needs 7

6 Learn Act Explore Bringing the right people closer KERFORD INVESTMENTS (UK) LTD. Authorised and Regulated by the Financial Conduct Authority (FCA) Turning relationships Into productive resources Kerford, the perfect choice to match your universal outlook

7 Metals Global traders in metals have a choice of either investing in a specific company specializing in the metals universe (i.e. via CFD's) or perhaps even better, buying a particular metal itself such as gold or silver. Precious metals should also be a vital part of any serious investor's portfolio. Although there are so-called mini contracts offered by the New York Mercantile and other Exchanges gold is traditionally traded in 100 troy oz lots and silver in 5,000 troy oz contract sizes. For thousands of years, gold and silver have been prized for their rarity, beauty, and above all, for their unique characteristics as a store of value. Nations may rise and fall, currencies come and go, but these precious metals endure. In today's uncertain climate, many investors turn to gold and silver because they are a currency without borders - an important and secure asset that can be tapped at any time, virtually under any circumstances. But there is another side to gold that is equally important, and that is its day-to-day performance as a stabilizing influence for investment portfolios. These advantages are currently attracting considerable attention from financial professionals and sophisticated investors worldwide. Gold and Silver Trading Among the wide range of financial products traded today, precious metals have been the most fascinating commodities, which never seem to lose their appeal in the international investment community. For most individuals and institutions, Gold is still considered as an ideal protection against inflation. Today, gold prices float freely in accordance with supply and demand, responding quickly to political and economic events. Kerford provides metal prices and quotes everyday from 8.00am to 7.00pm GMT. As an agency broker we provide fast and accurate prices covering a wide array of precious metals and order types. Our team of experts gives up-to-date, reliable and comprehensive market information and research data providing valuable online support to your trading activities round the clock. Characteristic Challenges Relatively small price change can result in substantial gains or losses Needs close monitoring especially when leverage is involved. Chart patterns tend to form as quickly and easily as in the stock market Analysis, plus good entry/exit timing crucial as a result of leverage involved Basic trend analysis and traditional indicators considered more reliable Electronic Benefits: Metal contracts are also traded electronically, offering the same advantage of a level playing field and instant execution. Information is power when it comes to trading, and you get a lot more of it by trading with Kerford s electronic trading platforms. Most gold market participants today could not explain why more than the six billion ounces of gold trade each year that clearly do not reflect mine production, producer hedging, central bank sales, secondary recovery, jewelry, or even investor demand for physical gold. There is a tremendous amount of gold being shifted around the world that has little to do with these fundamentals. Physical gold is a small fraction of world total trade in commodities. However, a large portion of the commodities-linked derivatives traded in the world are gold related. Committed to customer satisfaction, Racing towards a wireless future Integration of value added services In digital magnitudes 11

8 KERFORD SERVICES Kerford Investments is constantly expanding its ultra-modern technology systems into a wider range of products and services in order to achieve the best execution at the lowest costs in world financial markets. Depending upon the client's personal trading history and investment experience, Kerford has specific programs which can be tailored to meet each individual needs. As a leader in the field of e-trading and through its world-wide facilities and associates, Kerford is also in the process of broadening its advisory and discretionary trading services. The Management's objective is to provide its clients with instant, real-time data combined with a high degree of professional management and other services. Quick execution and secure custody as well as nominee facilities are also among the keys for enhancing our clients investment results. Execution Only Services Kerford's main function, however, is to provide a highly sophisticated, fully automated, electronic brokerage service which combines the best elements of low cost, high speed, global trading and execution for its clients. This service is designed for investors who do not generally require advice although such a service is still available. Our Execution Service offers straight-through-processing of buy and sell transactions, from the placement of the initial order through execution to clearing and settlement, usually in a matter of seconds. The entire transaction life cycle is completely automated, transparent and efficient. Introducing Broker and White Label Services Kerford's Introducing Broker concept is an additional facility which we specifically provide for licensed brokers and investment advisors who require an extra trading dimension for their clients. A significant number of Introducing Brokers have created a substantial stream of additional income and an annuity for life by offering the Kerford trading services directly to their clients. Many banks, brokers and providers of financial services have also discretely turned to Kerford in order to provide the best forex and general e-trading services for their clients. Along the way, they have created a continuously growing stream of substantial additional revenue and an increased base of satisfied clients, as well. Larger, institutional White label partners have their platforms completely personalized to show their name and image and their clients can download the service directly from their own website in order to be on-line and trading almost within the same day. Some of the advantages for white labeling are: Explore your financial world with our knowledge and support Speed: Kerford s execution services are fast and reliable. Individual trades, be they larger block type order or simple, single investor transaction, can be routed from any location in the world and can be executed in fractions of a second. 13

9 Global Access and Cost Savings: Kerford provides direct access from anywhere in the world to all major financial markets so that its clients can execute their own strategies and pay only for trades which they execute and at the lowest commission rates for an execution-only service. Kerford, the future planet of Infinite opportunities in finance CLIENTS Kerford Investments Limited is a client-focused, financial advisory and execution business and the Management's main objective is to develop creative and innovative financial solutions for clients. White Labeling and Other Partners Kerford partners and "introducing brokers" can come in many forms but they all have the extra edge of an opportunity to gain access to some of the worlds finest and most sophisticated e-trading platforms. In particular, our white label partnerships can not only bring an entirely new trading dimension but also a substantial base of continuing, additional income to our institutional partners' revenue streams. E R F O V E S M E N T U The Kerford White Label program provides a personalized customer interface against the superimposed background of that institution's own label, even further enhancing that institution's image as a service provider. Account statements are maintained in the same way as though the client had his own private account, margin facilities, etc. Transaction statements are imprinted with the institution's logo and to all intents and purposes, the client is dealing fully with the name of the institution who he has recognized for years. Partnering with Kerford for a white label solution saves time, money and precious human resources which could otherwise be focused on core business activities. We provide our partners with LT D Speed to market Extra operational freedom to focus on core activities Middle and back office cost savings Reduced margin of error (automation eliminates the potential for manual error) Improved IT investment cost/performance Specialized training for your staff If you are a bank or a financial institution then we invite your specific attention to Kerford's "White Label" service. Corporate Investors Corporate Investors often have specific needs of foreign currency, interest rate, hedging and general corporate financial and treasury management. Kerford will provide a corporate as well as treasury management team to be specially set up in order to cater for these specific needs. 15

10 Risk Warning All investments have varying degrees of risk and you should therefore carefully consider whether such trading is suitable for you. Although it can be highly rewarding, commodity, currency, stock market and CFD trading can also be especially damaging to your financial health because, with relatively easy gearing or leverage, a small move in on direction can bring about considerable losses. We strongly recommend therefore that you consult your local financial advisor for an opinion on how best to proceed in this area of investing. Kerford s Institutional and Other Services Kerford, alone and in combination with its global affiliates, also provides a special level of financial and brokerage service to financial institutions and high net worth individuals world-wide through a number of cooperating, major banks and other brokers. We pride ourselves on the efficiency of our team with well qualified and experienced professionals in financial markets and dealing through its own high level contacts and other sources throughout the world. Universal Presence Our competitive edge derives from our past history of global success and a long term commitment to understand in-depth needs of our clients in different markets all around the world. Your business is important to us and so is your satisfaction. We are committed to providing the best possible tools, the best possible service, and above all, the highest integrity in our business dealings. Walkthrough WE INVITE YOU TO TAKE A ONE MONTH TEST DEMONSTRATION Kerford provides its prospective e-platform clients with a simplified walk through, a test demonstration whereby you can download our platforms and trade with live market prices on a simulated basis. We invite you to explore the possibility of having an interactive account and we will show you exactly how easy it is to trade your own account with Kerford. When you register for our demo you also get a 30 day free access to pricing information, comprehensive news and market reports, related links as well as access to our online trading software demo. KERFORD INVESTMENTS (UK) LTD. Authorized and Regulated by Financial Conduct Authority (FCA) 2004 Kerford Investments UK Ltd., All rights reserved. No portion of this material may be copied, quoted, or referred to in any way, in any electronic, print, or other media without the prior express written consent of Kerford Investments Limited.