The abundance and diversity of financial instruments represent the most obvious indicator of the level of development achieved by the financial market.

There are at least two reasons why we need to have a good understanding of financial instruments. The first reason is the significant expansion of these instruments in the international financial and commodity markets. The second reason is the fact that financial instruments contain numerous risks and can easily become a source of significant economic losses.

An important element in valuing the value of a financial instrument is whether or not a financial instrument is listed on the stock exchange, and if so, on which exchange. This fact is important because the basic rule is that the majority of financial instruments, including all derivatives, are valued at market value.

Valuation reports, using clear methodology, represent an official document and the basis for decisions in the banking and financial sector and in the property and legal sector.

We conduct valuation of Financial Instruments in accordance with the International Valuation Standard IVS 500 – Financial Instruments.

The valuation of financial instruments can be conducted for various purposes, including but not limited to:

  • acquisitions, mergers, and sales of a corporation or its parts, buying or selling,
  • financial reporting (IAS 32; IAS 39; IFRS 9),
  • legal or regulatory requirements (any set of requirements by the relevant authority),
  • internal risk and compliance procedures,
  • tax and
  • disputes.

Comprehensiveness, transparency, consistency, and objectivity are just some of the values ​​we strive for in our work!