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Brokerage activities and Investment advisory

We perform operations of investment company and we have extremely rich experience in providing brokerage services in trading with financial instruments. We have been one of the first members of the Belgrade Stock Exchange and the Central Depository and Clearing House. In addition, the Bank has been a member of the Investors protection fund since 2012.

With reference to the fact that purchase and sale of financial instruments may go exclusively through licenced participants on the capital market, we are offering overall service of mediation in buying and selling financial instruments in the country and abroad.

We are providing to you the trading services in the organised and OTC market with:


    Useful informations

    Trading with financial instruments

    Trading with financial instruments

    In order to trade with financial instruments the following must be done:

    Open a securities account
    Open a special—purpose money account
    Categorise the type of client and potential client
    Sign an agreement on providing investment services

    A broker or an authorised person will, after your order has been received, send you a notice on receipt of your order for trading. After checking the accuracy of the elements of order, the order is sent to the appropriate trading system. After the transaction has been executed, the broker will forward you notice on the execution of order.

    Why should you trade with financial instruments with us?

    With us you will be able to issue orders for purchase and sale that will be covered on the day of the transaction settlement (from the expected inflows from securities or monetary funds).

    You may trade with financial instruments safely and efficiently, in line with your needs and at different investment modes: directly, within the Bank’s branch network, by telephone or by mail.

    Information about the required documents for establishing a business relationship, please send your inquiry to the address broker@otpbanka.rs

    Corporate agent, agent and underwriter

    We provide services of corporate agent and in your name perform activities at the Belgrade Stock Exchange, Central Securities Depository and Clearing House (CRHOV) and Securities Commission, very efficiently and in line with your requests and needs.

    Corporate agent, agent and underwriter include the following activities:

    • Registration of financial instruments and administration of issuer’s issue account
    • Listing of financial instruments on a regulated market, i.e. the MTP market
    • Delisting of financial instruments from the regulated market, i.e. the MTP market
    • Procedure for reducing the capital of joint-stock companies
    • Procedure for increasing the capital of joint-stock companies
    • Underwriting procedure and services of offering financial instruments with or without the redemption obligation
    • Organizing and implementing the procedure for the takeover bid of joint-stock companies
    • Organizing and implementing the procedure for acquiring and/or selling issuer’s own shares
    • Organizing and implementing the procedure of squeeze out of shares or forced sale
    • Organizing and implementing the procedure for changing the legal form, the form of organization and status changes of business entities
    • Consultations and mediation services when establishing the market value of shares
    • Consultations and mediation services when making decisions for joint-stock company meetings in relation to previously mentioned activities
    • Consultations and reporting services in relation to joint-stock company meetings, proxy statements and other invitations and announcements to shareholders
    • Organizing and conducting the procedure of joint-stock companies dividend payments
    • All other activities defined by applicable legal regulations
    Broker operations and financial advisory- Contacts

    Broker operations and financial advisory- Contacts

    OTP banka Srbija a.d. Novi Sad
    Sedište: Novi Beograd, Bulevar Zorana Đinđića 50 a/b
    Poreski identifikacioni broj (PIB): 100584604
    Matični broj (MB): 08603537
    Broj računa kod Narodne banke Srbije: 908-32501-57
    Internet prezentacija Banke: www.otpbanka.rs
    adresa elektronske pošte: broker@otpbanka.rs
    adresa za prijem pošte: Novi Beograd, Bulevar Zorana Đinđića 50 a/b
    info telefon: 0800/232322

    Shares, bonds and T-bills

    What are shares and what are they for?
    Shares are equity securities representing participation in capital or voting rights of certain legal entity
    Shares can be traded, based on the previously signed contract with the broker and issued trade order, at the regulated market and outside regulated markets in the country  and abroad

    What are bonds, which types of bonds exist and what is their purpose
    A bond is a debt security by which the issuer undertakes to pay back to the bearer on a certain day the invested amount with agreed interest rate. The bonds differ: according to the issuer; according to the interest rates; according to the maturity; according to the frequency of interest payment; according to the primary market; according to the currency. Bonds can be traded at stock exchange and outside stock exchange (OTC trading).

    Debt securities, also known as Treasury bills, are issued by the Treasury of the Republic of Serbia in order to finance the national budget. Treasury bills are considered low-risk securities and are therefore of interest to both domestic and foreign investors. They are sold over-the-counter, by the auction method (via the platform for trading in government debt securities), and legal and natural persons have the right to purchase. Treasury bills can be issued with different maturities and in different currencies.

    Investment advisory

    Investment advisory means the provision of personal recommendations to a client, either upon its request or at the initiative of the investment firm, in respect of one or more transactions relating to financial instruments. Investment advisory is an investment service that requires an appropriate license. Investment advisory service is regulated by a contract between the client and the investment advisor.

    Working hours with clients every working day from 09:00h to 17:00h.

    Commissions and fees for the services rendered by an investment company are charged in line with the Tariffs list, and the commissions of the market, CRHOV and other third parties are charged in line with the valid tariffs list of the said institutions.

    We would like to advise the clients and potential clients, and particularly clients categorised into small business to check the document entitled “Information provided to the client”

    Download the documentation

    Rules of Procedure for investment services and activities and ancillary services of OTP banka Srbija
    Information provided to clients
    Mutual rights and obligations of the client and the Bank
    Rulebook on Client Classification
    Rulebook on Order Execution
    Rulebook on Detecting and Preventing Market Abuse
    Rulebook on the Procedure on Conflict of Interest Management
    Rulebook on Handling of Client Complaints
    Instruction for Issuing Trading Orders by Telephone
    Instructions for issuing orders electronically
    Conflict of interest management policy for investment and additional services
    Capital Market Department Tariff
    Overview of available capital markets
    Overview of OTP bank Serbia branches authorized to work with financial unstruments

    Map of branch locations

    Find a branch

    Online branch

    A team of professional online bankers is at your disposal every working day from 8 am to 6 pm and on Saturday from 9 am to 1 pm.

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