Account and portfolio management

Account 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.

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