Investment Funds | B3

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Basic Documentation

Funds with managed accounts

1. Request for Access Rights to the Registration System by Custodian

2. Investment Fund Registration Form

    2.1 Fund Inclusion
    2.2 Add Address
    2.3 Add Contact
    2.4 Change Address/Additional Contacts
    2.5 Change Issuer’s Pre-Registration Form
    2.6 Print version

3. Copy of the Corporate Taxpayer’s ID Card of authenticated copy of the minutes

Funds with their own signature cards and third party data entry services

1. Request for Access Rights to the Registration System
2. Signature Card
3. Investment Fund Registration Form
    3.1 Fund Inclusion
    3.2 Add Address
    3.3 Add Contact
    3.4 Change Address/Additional Contacts
    3.5 Change Fund Pre-Registration Form
    3.6 Print version

4. Copy of the Corporate Taxpayer’s ID cart of authenticated copy of the articles of incorporation and authenticated copy of the charter

Funds with their own data entry service

1. Request for Access Rights to the Registration System

2. Signature card

3. Investment Fund Registration Form

    3.1 Fund Inclusion
    3.2 Add Address
    3.3 Add Contact
    3.4 Change Address/Additional Contacts
    3.5 Change Fund's Pre-Registration Form
    3.6 Print Version

4. Copy of the Corporate Taxpayer’s ID cart of authenticated copy of the articles of incorporation and authenticated copy of the charter

5. Request for Registration of an administrator

6. Request for Registration of two administrators


Complementary Documentation

1. New Managed Account – Second Account
2. Investment Fund Registration Form

    2.1 Fund Inclusion
    2.2 Add Address
    2.3 Add Contact
    2.4 Change Address/Additional Contacts
    2.5 Change Address/Additional Contacts
    2.6 Print version

3. Credentialing – Exclusive for SFF – Managed
4. Credentialing – Exclusive for SFF – all Modules 
5. Credentialing – Exclusive for SFF 
6. Solicitação de Substituição de Prestador de Serviço
7. Consolidated Request for Substitutions 
8. Request for Registration of two administrators
9. Request for Registration of an administrator
10. Cancelamento de Direito de Acesso - Administrado - Sistema de Registro 
11. Request for New Access Rights to Registration System 
12. Request for New Access Rights to the Registration System by Custodian Manager
13. Request for Access Rights to the Registration System by Custodian Manager
14. Request for Re-issue of administrator password 
15. Substitution/Inclusion of Signature Card
16. Substitution of Legal Manager or Corporate Name 
17. Legal Manager Agreement 
18. Cancelamento de Direito de Acesso ao Sistema de Registro - Módulos Específicos (Administrado) 
19. Outorga de Direito de Acesso a Todos os Módulos do Sistema de Registro - Fundos 
20. Cancelamento de Direito de Acesso ao Sistema de Registro (Com Cartão de Autógrafos Próprio