Information disclosure system

Financial intermediaries registered with the CMVM

Authorised services

Banco Português de Gestão, SA

Date of registration
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings 26/07/2001
Dealing on own account 26/07/2001
Depositary of collective investment undertaking 26/07/2001
Execution of orders on behalf of clients. 26/07/2001
Foreign exchange services where these are connected to the provision of investment services 26/07/2001
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 26/07/2001
Investment advice 26/07/2001
Placing of financial instruments without a firm commitment basis 26/07/2001
Portfolio management 26/07/2001
Reception and transmission of orders in relation to one or more financial instruments 26/07/2001
Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management 26/07/2001
Services related to underwriting 26/07/2001
Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis 26/07/2001