Custody agent | B3

    Custody agent

    Requirements

    • Being admitted to B3
    • Active connectivity as per Access Manual to B3’s Technological Infrastructure 

    Required services

    • Registration (customers, assets and proceeds)
    • Control of custody events
    • Securities lending
    • Custody events
    • Information to investors
    • Liquidation
    • Receiving reports
    • Registration of investment clubs
    • Exchanging Files

    Optional services

    • Middle and back office system
    • Direct Treasury
    • Exchanging messages

     

    • Clarifications about the procurement of the technological infrastructure
    • +55 11 2565-7102