How to hire and access | B3

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Check out the UP2DATA contracts and access steps below and if you have any questions, please contact our expert team:

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  • STEP 1:
    LEARN ABOUT UP2DATA AND OUR COMMERCIAL POLICY

  • Learn more about products, rules and services through commercial presentations with our team and by reading our Commercial Policies (Service and Distribution)

    Learn more about products, rules and services through commercial presentations with our team and by reading our Commercial Policies (Service and Distribution) dataproducts@b3.com.br

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  • STEP 2:
    FILL IN THE CONTRACT FORM APPLIED TO YOU

  • Pay attention to the applicable contracts (Service and Contracting), their rules and their gaps for filling them out

    If you have any queries about filling process, please write to: contratacao@b3.com.br

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  • STEP 3:
    COMPLETE THE HIRING PROCESS

  • Send the filled contract and information of the company and contract signatory to contratacao@b3.com.br After validation of the documentation, we will start the digital signature process.

    If you have any queries about hiring process, please write to: contratacao@b3.com.br

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  • STEP 4:
    INSTALATION AND ACCESS TO UP2DATA

  • After signing and validating the contract, our team will send the access information by email to the type of UP2DATA contracted and its access manuals (UP2DATA Client or Cloud).

    In case of technical questions our team will be ready to help you, just send an email to dataservices@b3.com.br

  • Services Commercial Policy

    The Commercial Policy contains explanations, prices, and rules of the UP2DATA service. It is intended for all those who would like to gain access to this service regardless of whether they intend to distribute the data or not and receive the data directly from B3 or through an authorized Distributor (Carrier) in a restricted access environment.

    If you have any queries about the Commercial Policy of the UP2DATA service, please contact our team via email dataproducts@b3.com.br.

  • Distribution Commercial Policy

    The Commercial Policy contains explanations, prices, and rules of the UP2DATA Distribution service. It is intended for customers who wish to distribute or redistribute data to companies that don’t belong to the contracting company's business group (it must be carried out through a restricted access environment, which requires a username and password) and disclose (make the data available in a public access) the data of this service.

    It is important to mention that in case of creation of indices, rates, benchmarks and the like that are based on or input from UP2DATA data, it is necessary to contact B3 and request authorization/license to do so.

    If you have any queries about the Commercial Policy of the UP2DATA distribution, please contact our team sending a e-mail to productsdedados@b3.com.br.

  • Filling the Service Contract of UP2DATA

    The UP2DATA service contract is intended for everyone who has contact with the UP2DATA service, either directly with B3 or through a distributor. Below are more details regarding the completion of the annexes:

    • Annex I: Contact of the institution's representatives
    • Annex II: Choice of contracted channels, number of keys and type of access (Cloud or Client)
    • Annex III: Required only for institutions that have a business group. This annex allows the UP2DATA contractor to authorize the other companies of the economic group to access the contracted services

    It is important to mention that upon signing the UP2DATA Services Agreement, the contracting party has right to get 2 keys for the UP2DATA service, which can be Client or Cloud, for the companies included in the contract, including the companies in its business group.

    If you already have the service contracted and you want to modify the contracted channels, Annex II can be updated just filling it out with all the channels you want to maintain access and with the new desired channels and request its update to our hiring team.

    For more information about the Services Agreement, please contact our team by email contratacao@b3.com.br

  • Filling the Distribution Contract of UP2DATA

    The data from UP2DATA can be distributed (through an environment controlled by login and password) or disclosed (through a public access environment) by signing the Services Agreement and the Distribution and Services Agreement. Below are more details about the attachments:

    • Annex I: Contact of the institution's representatives
    • Annex II: Informs the channels that will distribute or disseminate the data. Regarding the disclosure methods, you must select whether it will be Enterprise (fixed price and limited number of users) or by End User (unit charge due to the number of end users)
    • Annex III: Required only for institutions that have a business group. This annex allows the DATAWISE contractor to authorize the other companies of the business group to access the contracted services
    • Annex IV: Intended only for redistributors, who need to inform the registration data of the “Carrier” (Distributors who make the data available to them)

    If you already have a distribution agreement with us and want to change the channels you distribute, you must fill in Annex II with all the channels you want to maintain the distribution and the new channels selected.

    If you have any query about the Services Agreement, please contact our team by e-mail contratacao@b3.com.br.

  • Service Agreement Documents

    The UP2DATA Service Agreement has an interactive PDF version so you can fill in and ask questions to get one step closer to purchasing the UP2DATA service. Below are the interactive documents of the contract:

    If you would like to know more about the UP2DATA service and its files, please contact dataproducts@b3.com.br. Our team will be available to carry out a commercial presentation to demonstrate the service and answer your questions.

    If you have any points regarding the contract clauses, we kindly ask you to download the word document through this service contract, make comments and send it to contratacao@b3.com.br.

  • Distribution Agreement Documents

    To obtain permission for the distribution or dissemination of data from the UP2DATA service, contact our team by email contratacao@b3.com.br and download the contractual documents:

    It is important to note that to sign it, it is necessary to have the UP2DATA Services Agreement in force and to comply with all the provisions of these agreements.

  • Documents required for signature

    For hiring purposes, we kindly ask that:

    • Contract with all information filled in. If the contract is bi-column, the Portuguese side must be completed and the English side is optional
    • When sending the contract and attachments to contratacao@b3.com.br, insert a scanned copy of one of these social documents (Contract/Bylaws, Minutes of Election or Power of Attorney) to the e-mail, which grants powers to the signatory of the contract.
    • Inform the Full Name, ID or Passport number and e-mail of the legal representatives and witness (optional) who will sign the contract and if there will be a witness.

    The contracting area will be able to assist you in relation to these documents and the signature process. If you have any questions, please contact us by contratacao@b3.com.br.

  • Access to the UP2DATA Client

    In the Client version, the files can be accessed through a directory on the contracting party's network, so there must be a software installation to access the service. The information necessary for installation will be sent after signing the UP2DATA Services Agreement, such as the environment key, which allowed access to the files contracted by the service after installing the software. Below is the installation and access manual for the UP2DATA Client:

    If you have any questions about installing or accessing the UP2DATA Client, please contact our team via dataservices@b3.com.br.

  • Access to UP2DATA Cloud

    In the Cloud version, files can be accessed in the cloud through a cloud reader, so a tool must be installed to call the UP2DATA API and a tool for cloud reading to download the files. The information required for installation will be sent after signing the UP2DATA Services Agreement, such as the UP2DATA Cloud access kit (txt file with the Client ID, Client Secret and Client Certificate Password) and the access certificate to the service (pfx file), Below is the access manual for the UP2DATA Cloud:

    If you have any questions about the installation, key generation, or access to the UP2DATA Cloud, contact our team via email dataservices@b3.com.br.

  • UP2DATA Service Price

    The values expressed in the Commercial Policy of service regarding to the channels and are being revisited though to the free period, that is until 12/31/2022 according to the Circular Letter that can be accessed through this link.

    Regarding the access keys, 2 keys are made available upon contracting and for contracting additional keys, the amount is charged according to item 6.4 of the Commercial Services Policy.

    If you have any questions, please contact our team via email dataproducts@b3.com.br.

  • UP2DATA Distribution Price

    The values expressed in the Commercial Policies of distribution of data from our channels are being revisited though to the free period, that is until 12/31/2022 according to the Circular Letter that can be accessed through this link.

    It is important to mention that, regarding to the distribution agreement, if there is any creation of indices, rates, benchmarks and the like that are based on or input to UP2DATA, it is necessary to contact B3 and request authorization/license to do so, which may result in a charge.

    If you have any questions, please contact our team via email dataproducts@b3.com.br.

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