Services

Custody agent

Requirements

  • Being admitted to B3
  • Active connectivity as per Access Manual to B3’s Technological Infrastructure 

Required services

  • Registration (customers, assets and proceeds)
  • Control of custody events
  • Securities lending
  • Custody events
  • Information to investors
  • Liquidation
  • Receiving reports
  • Registration of investment clubs
  • Exchanging Files

Optional services

  • Middle and back office system
  • Direct Treasury
  • Exchanging messages

 

  • Clarifications about the procurement of the technological infrastructure
  • +55 11 2565-7102

 

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