Products & Services
Trading Service:
- Spacious, organized and well equipped trading floors
- Big and large LCD screen facility
- Wide branch network to provide one-stop trading service
- Prompt and efficient trade execution by expert traders
- Up-to-date software support to the customers in terms of different reports and statements relating to trade operation like trade confirmation, inventory statements, ledgers, daily portfolio report, tax certificates etc.
- Separate trading workstation for women and booths for small and large scale investors.
- “Over-The Counter (OTC)” trading facilities.
Depository Service:
We are a full-service Depository Participant (DP) of Central Depository Bangladesh Limited (CDBL) and provide the following services to our valued customers:
- Opening and Maintenance of Beneficiary Owner (B/O) accounts of the customers
- Dematerialization and rematerialization of shares
- Transfer of shares
- Transmission of shares
- Pledging and Un-pledging of instruments
- Freezing and Un-freezing of B/O accounts
- Supplying of all types of CDBL reports as per customer requirement
- Providing tax certificate as per government rules and regulations
Clientele Service:
- Emphasizes more on customized service to delight our customers with highest level of satisfaction by assessing the individual needs.
- Competent, skilled and efficient customer service
- Easy, effective and faster customer service
- One stop services through “Customer Help Desk”
- Customer service over telephone through customer care line for answering queries of the customers
- Harmonium environment within the Company.
Margin Service:
- Providing margin loan facility to the customers as per rules, regulations and guidelines of the regulatory bodies
- Extend margin loan with competitive interest rate.
Future Plan:
- Introduction of Value Added Service (VAS) like execution of orders through e-mail and Short Massage Service (SMS), On-line statement etc.
- Introducing interactive web-based On-line trading service for local and foreign investors.
- Introducing e-mail and SMS service in order to answer the queries of the customers.
- Providing Initial Public Offer (IPO) application services to the customers like IPO Form fill-up, submission to bank, collection of refund warrant etc.
- Providing updated market information to our valued customers based on the reports of own market analysis, macro news, industry news, international news etc.
- Establishing a research center & giving of consultancy services to the customers.
Account Opening:
The account holder should be an adult Bangladeshi having attained maturity and be eligible to enter into contract.
Documents require for the Individual Investors:
- Duly filled and signed account opening forms (available in PLSL office).
- Present and permanent address.
- Photocopy of passport / National ID Card (if any).
- 2 copies of passport size photographs duly attested by PLSL official not below the rank of Manager.
- Particulars of nominee with his/her passport size photograph and signature.
- TIN Certificate (if any).
- Any other documents as required by PLSL.
Documents require for Institutional Investors:
- Duly filled and signed account opening form (available in PLSL office)
- Address of the company.
- Name of bank through which the fund be remitted for investment.
- Attested photocopy of Memorandum and Articles of Associations.
- Attested photocopy of trade license (if any).
- Extract of Board resolution for opening of beneficiary owner’s account.
- Three (3) copies of passport size photographs of authorized person attested by the account holder.
- Any other documents as required by PLSL.
Documents require for Non Resident Bangladeshi (NRB)
All Bangladeshi nationals (Bangladeshi passport holders) who are working/ living abroad can open Non Resident Bangladeshi Investor’s Taka Account (NITA). Foreign passport holders Bangladeshis are also eligible for opening of account. The concern Officers of customer service desk will ensure that, the customer has provided the following documents/ information (in case of Non – Resident Bangladeshi):
- Duly filled and signed account opening form (available in PLSL office).
- Address (present working place).
- Residential and permanent contact address.
- Attested photocopy of contract of employment.
- Attested photocopy of Driving License (if any).
- Attested photocopy of passport with valid Visa.
- Monthly salary statement in BDT.
- Name of Bank through which the fund be remitted for investment.
- Mode of repayment of loan (if any).
- Particulars of nominee with his / her passport size photograph and signature.
- Residential and permanent address of account holder.
- Transaction profile.
- Any other documents as required by PLSL.
The customer service desk will ensure that, the following papers were duly filled in and signed by the intended customers /investors:
- Letter of Authority for sale of securities.
- Letter of DP Note Revival.
- Letter of Guarantee.
- Deed of Agreement regarding management of Portfolio by PLSL.
- Power of Attorney for purchasing and selling of securities.