Account and portfolio management
In the course of time, investors buy, hold, or sell securities, thereby making changes in their portfolio. Apart from monitoring constant fluctuations in the market value of the portfolio, it is also necessary to provide regular administrative services concerning the securities in the portfolio.
We take care of:
dividend payouts and transfers
quarterly statements of account
transfers of securities
crediting the account with interest
managing inheritance proceedings
statements and documentary input for tax returns
final settlement of warrants and KO certificates on the due date
stock splits/merges and other corporate events
For Patria Finance clients, most of above-mentioned services are provided for free!
Warning: Patria Finance is not authorized to provide asset management services to its clients, but can offer them investment recommendations and advisory services through our product Personal Broker, in accordance with the European Union directive MiFID.