Information disclosure system

Financial intermediaries registered with the CMVM

Authorised services

Caixa - Banco de Investimento, SA

Date of registration
Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments 31/12/2007
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings 29/07/1991
Dealing on own account 29/07/1991
Execution of orders on behalf of clients. 29/07/1991
Foreign exchange services where these are connected to the provision of investment services 29/07/1991
Granting credits or loans to an investor to allow him to carry out a transaction in one or more financialinstruments, where the firm granting the credit or loan is involved in the transaction 29/07/1991
Placing of financial instruments without a firm commitment basis 29/07/1991
Reception and transmission of orders in relation to one or more financial instruments 29/07/1991
Services related to underwriting 29/07/1991
Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis 29/07/1991
Investment advice 28/05/2020
Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management 26/03/1992