Espanhol
PortuguêsFollowed codes
This institution follows 4 of our codes. They establish rules of conduct that guarantee market sustainability and investor safety. Our team oversees compliance with these rules, applying sanctions as necessary.
Check below the codes followed by this company:
Membership Status
definitiva
Activities performed in the market
- Base de Dados
- Carteira Administrada
- Gestão de Patrimônio
- Administração
- Base de Dados – FIP
- Gestão
Membership Status
definitiva
Membership Status
definitiva
Membership Status
definitiva
Activities performed in the market
- Distribuição de produtos de investimento
- Comercial em gestão de patrimônio
- Gestão de recursos de terceiros
Certifications
This institution has professionals with 38 ANBIMA certifications. They have passed our certification exams and have the required technical knowledge to work in the distribution of investments and/or management of third-party assets in the institution.
Check out the distribution of certified professionals in this company below:
CPA-20
9 Related professionals
CEA
4 Related professionals
CFG
10 Related professionals
CGA
9 Related professionals
CGE
6 Related professionals
Guidelines and penalties
The guidelines and penalties sent as of April 2016 are disclosed.
1 fines were applied to this institution in the last 12 months.
