Organizational Structure and internal Policies
Conflict of Interest Policy (in Spanish)
Organizational Chart (in Spanish)
Account Agreement
Account Agreement for Individuals (in Spanish)
Account Agreement for Institutions (in Spanish)
Account Agreement for Minors (in Spanish)
Account Agreement for Joint Accounts (in Spanish)
Investment Advisors
Registered Investment Advisors
Press Releases
Press Release September 05, 2022
Press Release September 23, 2022
Financial Statements
Audited Financial Statements 2014 (in Spanish)*
*published in La Gaceta No. 112, May 17, 2015 and in El Nuevo Diario, May 30, 2015
Audited Financial Statements 2015 (in Spanish)*
*published in La Gaceta No. 90, May 16, 2016 and in La Prensa, April 30, 2016
Audited Financial Statements 2016(in Spanish)*
*published in La Gaceta No. 101, May 31, 2017 and in La Prensa, May 6, 2017
Audited Financial Statements 2017 (in Spanish)*
*published in La Gaceta No. 80, error corrected in La Gaceta 94, May 18, 2018, page 3334 and in La Prensa, May 15, 2018
Audited Financial Statements 2018 (in Spanish)*
*published in La Gaceta No. 92, May 17, 2019 and in La Prensa, May 21, 2019
Audited Financial Statements 2019 (in Spanish)*
*published in La Gaceta No. 91, May 21, 2020 and in La Prensa, May 20, 2020
Audited Financial Statements 2020 (in Spanish)*
* Published in La Gaceta No. 102, June 04, 2021 and in La Prensa on May 25, 2021.
Audited Financial Statements 2021 (in Spanish)*
*Published in La Gaceta No. 89, May 17, 2022. The financial statements were audited by KPMG, S.A. The opinion of the independent auditors, with their Financial Statements and notes, was known, resolved and authorized by the members of the Board of Directors and the General Assembly of Shareholders.
Audited Financial Statements 2022 (in Spanish)*
*Published in La Gaceta No. 81, May 10, 2023.The financial statements were audited by PriceWaterHouseCoopers S.A. The opinion of the independent auditors, with their Financial Statements and notes, was known, resolved and authorized by the members of the Board of Directors and the General Assembly of Shareholders.