Investment services

Expertise you need
Trade on behalf of and for the account of the client 
Custody and financial instruments administration
Investment advisory

After years of experience in providing the clients with the services in the money and currency market, Zapad banka AD Podgorica has begun to provide the clients with the investment services, too, in accordance with the Montenegrin Law on capital market, under the supervision of the Capital Market Commission of Montenegro.  Zapad banka fosters an individual approach in providing the investment services in order to provide each client with a personalized (tailor made) service in line with his/her expectations.Providing investment services to clients and developing investment services will be the focus of Zapad banka in the coming period.

Trading in the name of and on behalf of a client's account

Employees in the Investment Services Sector of Zapad Bank AD Podgorica conduct the purchase and sale of various financial instruments, including stocks, bonds, funds, derivatives, both in the Montenegrin and international markets, on behalf and for the account of the client.

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Safekeeping and Administration of Financial Instruments

In the investment service accounts opened in the client's name, transactions for the client are settled, and the client's financial instruments are held there. Zapad Bank AD Podgorica collects all types of income from financial instruments on behalf of the client, which are on the account, and informs the client of any changes. It should be noted that the instruments in these accounts do not enter the bank's assets and balances; they are always held in the client's name, granting them unlimited disposal rights.

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Investment Advisory

With the assistance of Zapad Bank AD Podgorica and its employees, invest your money in a way that suits your goals, future needs, investment time horizon, and risk tolerance. With the help of our employees, who have extensive experience in financial markets, you can create an investment portfolio that satisfies all your preferences.

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When providing investment services, Zapad Bank AD Podgorica adheres to the: