Capital Markets

We advise on:

  • the issuing of debt and equity securities, including: drafting all necessary documentation; assistance with establishing collateral (for bond issues); representing clients in proceedings before the Polish Financial Supervision Authority (KNF), the National Depository for Securities (KDPW S.A.), and the Warsaw Stock Exchange (GPW),
  • the activities of investment firms, including: obtaining permits to carry out regulated activities, and extending the scope of permits already held; all issues relating to brokerage activity, and providing compliance assistance,
  • all activities of investment funds and investment fund companies,
  • disclosure requirements, including: due diligence review of disclosure requirements, workshops for issuers; asset securitisation, including transactions involving securitisation funds.

Our competitive advantage:

  • comprehensive legal services for issuers, investment firms, investment funds, and other financial institutions with regard to the issuing of financial instruments,
  • experience in advising on public trading regulations and other regulations applicable to capital markets, including those concerning operations and activities of investment firms;
  • full range of advice on both public and private issues of bonds and mortgage covered bonds,
  • versatility that enables us to successfully provide IPO-related services and prepare a company for its entry on the stock market.

Selected experiences

Some of our recent clients include:

  • mLeasing
  • BNP Paribas Group companies
  • leading Polish TFI
  • PKO Bank Polski group
  • a portfolio fund’s manager
  • ENEA Trading
  • EDF Group
  • Oaktree Capital Management
  • Unicredit Bank AG – London Branch
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