Our Policy.
- Compliance Policy and Internal Controls
- Compliance Policy and Internal Controls
- Confidentiality and Information Security Policy
- Know Your Client Policy and Money Laundering Prevention
- Suitability Policy
- Reference Form
- Code of Ethics and Professional Conduct
- Order apportionment
- Confidentiality, Information Security, Cyber Security and LGPD Policy
- Reference Form
- Code of Ethics and Professional Conduct
- Personal and Business Investment Policy
- Risk and Liquidity Management Policy
- Compliance and Internal Controls, Certification, Information Security & Cybersecurity
- Investment and credit
- Definition of the investor profile
- Exercise of the right to vote at general meetings
- Contingency and Business Continuity Plan
- Preventing money laundering, terrorist financing and corruption
- Service Provider Selection Policy
This material is for general information only and is not intended to provide specific advice or recommendations to any individual. There is no guarantee that the views or strategies discussed are suitable for all investors or that they will produce positive results. Investing involves risks, including the potential loss of capital. Any established economic forecasts may not develop as planned and are subject to change. References to markets, asset classes, and sectors generally refer to the corresponding market index. Indices are unmanaged statistical compounds and cannot be invested directly. Index performance is not indicative of the performance of any investment and does not reflect sales fees, expenses, or charges. All referenced performance is historic and does not guarantee future results. The company names mentioned here are for educational purposes only and are not an indication of commercial intent or a request for your products or services. We don't provide research on individual stocks. All information is believed to come from reliable sources as of the date of publication; however, we make no representation as to its completeness or accuracy.
This presentation is intended solely for its recipient (s) and may contain confidential and/or legally privileged information. Persons or entities other than the recipient are strictly prohibited from taking any actions based on the information in this material and must delete all their copies. Unauthorized use of such information is prohibited and is subject to applicable penalties.
AVOID INVESTMENTS reserves the right to update or modify this Policy, at any time and without prior notice. However, we will always publish the new revised version on our website. If there are changes in the way in which we treat personal data, you will be informed to verify that you intend to continue using our services.