UP TREND is an investment brokerage company headquartered in Sofia, Bulgaria. The company's registered entity, UP TREND EOOD, was established in 1997. UP TREND EOOD is a licensed investment broker that provides brokerage services on the Bulgarian Stock Exchange. Clients can independently and securely trade in real-time through the company's electronic system, COBOS, and choose to invest in various financial instruments such as stocks, government and corporate bonds, money market instruments, options, as well as forward and futures contracts.
In addition to investment brokerage services, UP TREND also offers financial advisory services. UP TREND provides analytics and consultancy services for companies trading on the Bulgarian capital market, assisting clients in planning personal investments, and sends analytical results to clients through cooperative platforms such as Capital IQ, Factset Research Systems, Thomson Reuters, and Bloomberg.
UP TREND also provides investment banking services, offering clients solutions such as project financing, debt management and restructuring, corporate control acquisitions, investment strategy planning, share acquisition, financial management, and preparation and consultancy for business proposals.
The company's business scope also includes portfolio management, initial and secondary public offerings (IPO and SPO), storage and management of financial instruments, loan services, capital structure and industry strategy consulting, foreign payment method services, and public-private partnership (PPP) project evaluations.
UP TREND is regulated and licensed by the Financial Supervision Commission (FSC) of Bulgaria and is one of the first licensed investment brokers in Bulgaria. Since 1998, it has been a member of the Bulgarian Stock Exchange and Central Depository. UP TREND also holds a license to operate as an investment brokerage entity within the EU and the European Economic Area.
