IN ONE SPACE, EVERYTHING THE CLIENT NEEDS.

MY INTERBOLSA is a dynamic space, adaptable both to the needs of our Clients and to the requirements of the Market and Industry.

What we offer in My INTERBOLSA, to our Clients:

Financial Intermediaries

REQUESTS AND DOWNLOAD:

  • Event Announcement – Information related to securities corporate actions
  • ISIN Information:
    • Requests for detailed information (Term sheet) relating to registered and not registered securities in the centralised systems managed by Euronext Securities Porto
    • Information requests regarding all ISIN codes assigned by Euronext Securities Porto, as National Numbering Agency
    • ISIN information subscription requests, on a daily / weekly basis
  • Securities registered in the centralised systems
  • Securities with an ISIN code assigned (registered and not registered at Euronext Securities Porto)
  • Inactive securities
  • Accounts check digit
  • Direct access to the Notices and Highlights published by Euronext Securities Porto
  • Direct access to Euronext Securities Porto Participant Tables (Issuers and Financial Intermediaries)

  • Contacts – Quick, automated and customized management of Client contacts, for better communication with Euronext Securities Porto
  • Service Agreement – Draft of contract and Models of Annexes I and II, for download and update
  • Membership Agreement, Attachments and Forms:
    • Models of Attachments to the Membership Agreement, for download and update
    • Templates of forms, for download and update, related to the activity of Clients with regards to centralised systems and settlement systems managed by Euronext Securities Porto

  • CSDR – Settlement Discipline
  • Operational Documentation
  • Working Papers
  • Fee Books
  • Questionnaires
  • Services provided to Financial Intermediaries
  • Presentations (Workshops)

Issuers

REQUESTS AND DOWNLOAD:

  • Event Announcement – Information related to securities corporate actions
  • ISIN Information:
    • Requests for detailed information (Term sheet) relating to registered and not registered securities in the centralised systems managed by Euronext Securities Porto
    • Information requests regarding all ISIN codes assigned by Euronext Securities Porto, as National Numbering Agency
    • ISIN information subscription requests, on a daily / weekly basis
  • Identification of Securities Holders – Requests on identification of the holders of all or part of the securities, with information on the layout of the information to be received
  • Notification of the General Meetings notices
  • Securities registered in the centralised systems
  • Securities with an ISIN code assigned (registered and not registered at Euronext Securities Porto)
  • Inactive securities
  • Direct access to the Notices and Highlights published by Euronext Securities Porto
  • Direct access to Euronext Securities Porto Participant Tables (Issuers and Financial Intermediaries)

  • Contacts – Quick, automated and customized management of Client contacts, for better communication with Euronext Securities Porto
  • Service Agreement – Draft of contract and Models of Annexes I and II, for download and update
  • Information required for the registration of securities at Euronext Securities Porto
  • Working Papers
  • Fee Books
  • Services provided to Issuers
  • Presentations (Workshops)