As vital objectives in the performance of our functions as stock market intermediary, Popular Valores is committed to leadership in providing specialized stock market services, in order to meet the needs of our customers and promote equity profitability. For this reason, we have established, as part of our stock exchange vision, to work every day toward achieving this goal.
The above has allowed us to improve our services, as a function of what our customers need in terms of investments, thus exceeding profitability expectations.
Among the services we offer, these include:
In addition, we offer the following operating services:
We are in the best position to meet your information requirements, to prepare and submit before the competent representative bodies, any necessary financial reports and investment recommendations, as well as to serve internal and external auditors in the fulfillment of these functions.
Our team of advisors and analysts is at your disposal, to help in any investment decisions.
Our organization is committed to developing lasting business relationships through quality services and innovative products.
National and foreign natural persons residing in Costa Rica:
Owners who are also United States of America tax contributors must also complete a W9 form.
Act of Informed Procedure: In this document, the client indicates the type of client (professional or non-professional), the type of service chosen, and the investment goal.
Investor Profile Form: This report provides information on the investor's risk profile type. To complete the profile, the investor is required to complete the questionnaire established for that purpose.
Meet your Client Form: Signatures must be equal to those on the identification documents presented. In this document, the owner's data, as well as that of the legal representatives, is recorded.
Registration of Signatures: Document that details anyone who is authorized to give instructions.
Advisory, Management, or Execution Contract: The contract to be signed will be created according to the service selected by the client.
Custody Contract: Securities acceptance and delivery is stipulated for their respective custody.