HOUSE_OVERSIGHT_014998.jpg
1.25 MB
Extraction Summary
1
People
13
Organizations
0
Locations
2
Events
3
Relationships
3
Quotes
Document Information
Type:
Financial research report / disclosure statement
File Size:
1.25 MB
Summary
This document is page 27 of a 'Global Equity Volatility Insights' report dated June 20, 2017, by Bank of America Merrill Lynch. It contains standard risk statements regarding options trading, an analyst certification by Benjamin Bowler, and special disclosures regarding BofA Merrill Lynch's role as a financial adviser in major transactions involving Glencore PLC, Rosneft PJSC, and Allfunds Bank. The document bears the Bates stamp HOUSE_OVERSIGHT_014998.
People (1)
| Name | Role | Context |
|---|---|---|
| Benjamin Bowler | Analyst |
Certifying analyst for the research report.
|
Organizations (13)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Author of the report and financial adviser in disclosed transactions.
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| FINRA |
Referenced regarding Registered Options Principals.
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| Glencore PLC |
Advised by BofA Merrill Lynch regarding Rosneft acquisition.
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| Qatar Investment Authority |
Partnered with Glencore PLC.
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| Rosneft PJSC |
Subject of 19.5% stake acquisition.
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| Intesa Sanpaolo Group |
Advised by BofA Merrill Lynch regarding Allfunds Bank sale.
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| Banco Santander SA |
Advised by BofA Merrill Lynch regarding Allfunds Bank sale.
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| Warburg Pincus LLC |
Advised by BofA Merrill Lynch regarding Allfunds Bank sale.
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| General Atlantic LLC |
Advised by BofA Merrill Lynch regarding Allfunds Bank sale.
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| Allfunds Bank |
Subject of stake sale.
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| Hellman & Friedman |
Purchaser of Allfunds Bank stake.
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| GIC |
Purchaser of Allfunds Bank stake.
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| OCC |
Options Clearing Corporation (implied by URL and white paper reference).
|
Timeline (2 events)
2016-12-10
Announcement of Rosneft PJSC stake acquisition.
2017-03-07
Announcement of Allfunds Bank stake sale.
Relationships (3)
Special Disclosures section
Special Disclosures section
Analyst Certification section in BofA report
Key Quotes (3)
"I, Benjamin Bowler, hereby certify that the views expressed in this research report accurately reflect my personal views about the subject securities and issuers."Source
HOUSE_OVERSIGHT_014998.jpg
Quote #1
"Unlike owning or shorting a stock, employing any listed options strategy is by definition governed by a finite duration."Source
HOUSE_OVERSIGHT_014998.jpg
Quote #2
"BofA Merrill Lynch is currently acting as Financial Adviser to Glencore PLC..."Source
HOUSE_OVERSIGHT_014998.jpg
Quote #3
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