The abundance and diversity of financial instruments represent the most evident indicator of the achieved level of development in the financial market.
There are at least two reasons why it is essential 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 entail numerous risks and can easily become a source of significant economic losses.
An important element in assessing the value of a financial instrument is whether or not it is listed on an exchange, and if so, on which exchange. This fact is crucial because the basic rule is that the majority of financial instruments, including all derivatives, are assessed based on market value.
Assessment reports, with the application of clear methodology, represent an official document and the foundation of decisions in the banking, financial, and property law sectors.
We conduct evaluations 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 companies or their parts,
- Buying or selling,
- Financial reporting (IFRS 32; IFRS 39; IFRS 9),
- Legal or regulatory requirements (any set of requirements by the relevant authority),
- Internal risk and compliance procedures,
- Taxation, and
- Disputes.
Comprehensiveness, transparency, consistency, and objectivity are just some of the values we strive for in our work!