Information disclosure system

Financial intermediaries registered with the CMVM

Authorised services

Banco BPI, SA

Date of registration
Investment advice 28/08/2008
Portfolio management 26/08/2015
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings 23/12/2002
Dealing on own account 23/12/2002
Depositary of collective investment undertaking 23/12/2002
Execution of orders on behalf of clients. 23/12/2002
Foreign exchange services where these are connected to the provision of investment services 23/12/2002
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 23/12/2002
Placing of financial instruments without a firm commitment basis 23/12/2002
Reception and transmission of orders in relation to one or more financial instruments 23/12/2002
Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management 23/12/2002
Services related to underwriting 23/12/2002
Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis 23/12/2002
Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments 15/09/2011