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Financial intermediaries registered with the CMVM

Authorised services

MONTEPIO INVESTIMENTO S.A.

Service
Date of registration
   
Dealing on own account 23/08/2001
Depositary of collective investment undertaking 23/08/2001
Foreign exchange services where these are connected to the provision of investment services 23/08/2001
Placing of financial instruments without a firm commitment basis 23/08/2001
Reception and transmission of orders in relation to one or more financial instruments 23/08/2001
Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management 23/08/2001
Services related to underwriting 23/08/2001
Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis 23/08/2001
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 23/03/2007
Execution of orders on behalf of clients. 22/07/2005
Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings 13/09/2019
Portfolio management 07/09/2006