- Registered financial intermediaries
- Entities exercising financial intermediation activities under the freedom to provide services
- UK entities on a transitional regime
- Top five execution venues and quality of execution
- Qualifying holdings in financial intermediaries
- E-mail addresses of financial intermediaries
- Tied agents
- Form for suspicious trade and order report
- Warnings regarding unauthorised financial intermediation
Financial intermediaries registered with the CMVM
Authorised services
Biz Valor - Sociedade Corretora, SA
|
Service
|
Date of registration
|
|---|---|
| Investment research and financial analysis or other forms of general recommendation relating to transactions in financial instruments | 27/11/2008 |
| Placing of financial instruments without a firm commitment basis | 26/01/2006 |
| Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis | 26/01/2006 |
| Portfolio management | 08/03/2002 |
| Execution of orders on behalf of clients. | 03/08/2001 |
| Investment advice | 03/08/2001 |
| Reception and transmission of orders in relation to one or more financial instruments | 03/08/2001 |
| Safekeeping and administration of financial instruments for the account of clients, including custodianship and related services such as cash/collateral management | 03/08/2001 |
