Meet ourPolicies and Regulations.

Access our principles, guidelines, and key forms. Find the policies and manuals that guide our investment decisions.

AML/CFT and Registration Policy (pt version)
Business Continuity and Contingency Policy (pt version)
Code of Ethics (pt version)
Internal Regulations of the Investment, Compliance, AML/CFT, and Risk Committees (pt version)
Investment Selection and Allocation Policy (pt version)
Manual of Rules, Procedures, and Internal Controls (pt version)
Operational Distribution Manual (pt version)
Personal Investment Policy (pt version)
Policy on Allocation and Distribution of Orders Among Securities Portfolios (pt version)
Reference Form (pt version)
Risk Management Policy (pt version)
Suitability Policy (pt version)
Third-Party Hiring Policy (pt version)
Voting Rights Exercise Policy in General Assemblies (pt version)