Policies

Download and get to know our policies, in line with regulatory demands, market best practices and the defense or our clients’ best interests.

The information, materials or documents made available here do not characterize and should not be understood as an investment recommendation, analysis of a security, promotional material, participation in any business strategy, solicitation/offer/sales effort or distribution of investment fund shares described here.

Policies

Download and get to know our policies, in line with regulatory demands, market best practices and the defense or our clients’ best interests.

Reference Form

Código de Ética e Manual de Compliance

Risk Management Policy

Proxy Voting Policy

Order Execution and Allocation Policy

Política de PLDFT