CMVM
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Information disclosure system

Financial intermediaries registered with the CMVM

Authorised services

Banco Invest, SA

Service
Date of registration
   
Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments 27/05/2010
Investment advice 23/09/2019
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings 07/08/1997
Dealing on own account 07/08/1997
Depositary of collective investment undertaking 07/08/1997
Foreign exchange services where these are connected to the provision of investment services 07/08/1997
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 07/08/1997
Placing of financial instruments without a firm commitment basis 07/08/1997
Portfolio management 07/08/1997
Reception and transmission of orders in relation to one or more financial instruments 07/08/1997
Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management 07/08/1997
Services related to underwriting 07/08/1997
Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis 07/08/1997
Execution of orders on behalf of clients. 04/10/2000