A Team of Experienced Professionals

Overview

CAL Securities Limited provides brokerage services to individual and institutional clients leveraging CAL group’s extensive frontier market expertise and best-in-class operational and risk management practices. We provide our clients access to timely and deep insights to help facilitate informed decision-making. We take care of every transaction for our clients.

With a comprehensive platform already in place, our clients will have access to CAL’s cutting-edge use of online applications and data analytics. Clients will be onboarded onto a ‘Portal,’ which will provide a seamless trading experience and maximum transparency for clients on their portfolios and give them ready access at their fingertips.

Products

A cash trading account for individuals is a simple and efficient brokerage product offered by CAL Securities Limited (CALSL). It is intended for retail individuals who want to work towards building a diversified portfolio aligned with their investment goal using equity stocks, bonds, Sukuks, and other listed securities of Bangladesh.

To open an Individual or joint account, the client will have to submit the following documents:

  • Three copies of passport size photographs of Applicant(s)
  • Photo copy of National ID Card/Passport.
  • Photo copy of Bank Statement/Cheque Leaf.
  • Two copies of photographs of nominee (duly attested by A/C holder).
  • Three copies of photographs of authorized/POA (duly attested by A/C holder (If needed).
  • National ID Card and Photo of nominee/authorized/POA. (duly attested by A/C holder).
  • ETIN certificate of the individual applicant (Optional)
  • Trade License (if Sole Proprietorship’s Bank Account is used)

To open an Individual account, you can choose any of the following options:

  1. Go to CALBD online account opening portal to fill up the account opening application and upload the supporting documents. OR
  2. Download the account opening form and upon filling up, email the form along with the supporting documents to info@calbd.com.bd OR
  3. Visit CALSL Office at Navana FS Cosmo Tower, Floor No. 5th, Plot No.4/B, Road No. 94, Gulshan-2, Dhaka-1212, Bangladesh.

CAL Securities Limited (CALSL) has designed a trading account for Bangladeshi citizens living abroad who are willing to take exposure to the fast-growing capital market of Bangladesh. NRBs can build a diversified portfolio aligned with their investment goal using equity stocks, bonds, Sukuks, and other listed securities of Bangladesh.

To open a NRB individual account, the client will have to submit the following documents:

  • Three copies of passport size photographs of the account holder.
  • Photocopy of Passport (with valid visa) of account holder.
  • Copy of Service agreement with the employer/Work permit/Residence Permit/Social
  • Security Card/Business documents.
  • Foreign Currency (FC) Bank account certificate containing name of the applicant
  • name and bank account number.
  • Two copies passport size photographs of the Nominee(s) in any (Attested by
  • account holder).
  • Three copies passport size photographs of authorized & POA (attested by
  • account holder).
  • Three copies passport size photographs of 2nd applicant (attested by account holder at the back).
  • Photocopy of Passport (with valid visa of 2nd applicant).
  • Agreement of POA on Non-Judicial stamp. (Duly attested notary public)

For Foreign individuals residing in Bangladesh:

  • Copy of passport with a valid visa
  • Certification from BIDA
  • Proof of employment or service.

To open a NRB Individual account, you can choose any of the following options:

  1. Go to CALBD online account opening portal to fill up the account opening application and upload the supporting documents. OR
  2. Download the account opening form and upon filling up, email the form along with the supporting documents to info@calbd.com.bd OR
  3. Visit CALSL Office at Navana FS Cosmo Tower, Floor No. 5th, Plot No.4/B, Road No. 94, Gulshan-2, Dhaka-1212, Bangladesh.

CAL Securities Limited (CALSL) offers the simplest solution for local institutions and body corporates who want efficient portfolio construction with equity stocks, bonds, Sukuks, and other listed securities of Bangladesh through best execution and efficient settlements.

The product is ideal for Fund Managers, Merchant Banks, Mutual Funds, Provident Funds, Gratuity Funds, Workers Profit Participation Fund (WPPF), and other trust funds.

To open an Institutional account, the client will have to submit the following documents:

  • Board Resolution for Opening Account (BO or Trading) with CALSL
  • Trade License
  • Memorandum & Articles of Association
  • Certificate of Incorporation/Certificate of Name Change (RJSC)
  • Certificate of Commencement
  • Form X, XII (includes the list of directors, shareholders, MD)
  • Form VI (proof of registered address/change)
  • List of Directors and Authorized Signatories with specimen signature
  • NID/Passports of all MD/CEO and Authorized Signatories
  • Photographs (2 copies) of MD/CEO and Authorized Persons (as applicable)
  • Bank cheque leaf copy and Bank Statement of last 3 months
  • ETIN Certificate (Optional)

To open an institutional cash account, you can choose to:

  • Visit CALSL Office at Navana FS Cosmo Tower, Floor No. 5th, Plot No.4/B, Road No. 94, Gulshan-2, Dhaka-1212, Bangladesh.

Trading account for foreign institutions is a signature brokerage product designed by CAL Securities Limited (CALSL) for international broking firms and fund managers exploring more efficient ways to capitalize on Frontier Markets, with a promise of best execution, seamless custodian correspondence, and the most efficient settlements.

To open a Foreign Trading account, the client will have to submit the following documents:

  • Board Resolution for Opening Trading Account with CALSL
  • Memorandum & Articles of Association
  • Certificate of Incorporation/Certificate of Name Change
  • Certificate of Commencement
  • Legal documents showcasing list of directors, shareholders, MDs and relevant figures
  • Legal evidence of registered business address
  • List of Directors and Authorized Signatories with specimen signature
  • Passports of all Directors and Authorized Signatories
  • Photographs (2 copies) of MD/CEO and Authorized Persons (as applicable)
  • Custodian Details with BO account and Bank Account
  • Standard Settlement Instruction (SSI)
  • Any other legal documents as per local jurisdiction
  • Standard Brokerage Service Agreement / Execution Service Agreement

To open a Retail Cash Account, a Broker / Fund Manager may offer partnership through their local custodian to CAL Securities Limited (CALSL)

Services

DP Services

DP services are a range of services a BO account holder is entitled to get from their Broker (DP). The services are fully guided by CDBL Bye-Laws.

The services include:

  • BO account opening and maintenance
  • Transfer and transmission of shares
  • Transmission change of ownership of shares
  • Pledge and unpledge of shares
  • Freeze and unfreeze shares
  • Demat and Remat of shares
  • Securities Lending and Borrowing (SLB)

BO enquiry

Fund Transfer Service

Fund deposit to the customer account of CALSL and withdrawal to the customer’s bank account is facilitated through the Bangladesh Bank Electronic Funds Transfer network. Customers may deposit funds and withdraw their funds through –

• EFT
• RTGS
• NPSB

Communication Channel

CALSL establishes information transparency to its customers on a timely basis to the highest possible degree.

At CALSL, we prioritize your need to stay informed on all material events. We ensure you remain up to date with every transaction in your account with event-triggered SMS and email notifications. You will find a real-time notification on the following events:

  • Buy / Sell of shares
  • Deposit and Withdrawal of funds
  • IPO
  • Corporate actions
  • DP Action etc.

Margin Trading

CAL Securities Limited (CALSL) offers investors with higher risk tolerance to avail margin facilities within regulatory permissible limits. Margin trading provides the opportunity to take advantage of leverage while constructing the portfolio with equity stocks, mutual funds, Sukuks, and other listed securities in Bangladesh.

To open a Margin Trading account, the client will have to submit the following documents:

  • Valid NID or Passport of the individual (and Joint) applicant and nominee; and POA / Authorized Person (if applicable). A valid copy of the driving license and any Govt. issued photo ID is accepted instead of the NID/Passport.
  • If the nominee is a minor, a legal guardian is required; Photographs, NID/Passport/Photo ID, Contact details, and address are required.
  • Photographs (2 copies) of the individual, (and Joint) applicant, Nominee, POA, authorized person (as applicable)
  • Bank cheque leaf copy and bank statement of last 3 months
  • Address proof within 03 months (Maybe avoidable)
  • ETIN certificate of the individual applicant (Optional)
  • Trade License (if Sole Proprietorship’s Bank Account is used)
  • Margin Agreement with CALSL

To open a Margin Trading account, you can choose any of the following options:

  1. Go to CALBD Online Account Opening Portal to submit an account opening application and upload the supporting documents. OR
  1. Download the account opening form and upon filling up, email the form with supporting documents to info@calbd.com.bd OR
  2. Visit CALSL Office at Navana FS Cosmo Tower, Floor No. 5th, Plot No.4/B, Road No. 94, Gulshan-2, Dhaka-1212, Bangladesh.

And, Execute Margin Agreement with CALSL.

Corporate Services

CAL Securities Limited promises exclusive services to its institutional customers in a proactive manner.

Corporate services include, but are not limited to,

  • Guidance on Eligible Investor (EI) Registration process
  • Guidance on online IPO Bidding as Eligible Investor (EI) etc.

CAL Securities Limited promises exclusive services to the Sponsor/Director of listed companies in a proactive manner.

Corporates Services include, but not limited to,

  • Share buy/Sell through Exchange intimation
  • Placement holder’s Share buy/Sell through Exchange intimation
  • Guidance on Qualified Investor (QI) Registration process