General information
Itaú offers complete security registrar solutions, including electronic registration and bookkeeping of shares and units. We also offer complementary services for issuers, such as managing stock option programs.
Itaú’s role as registrar, in addition to registering, is to update investors’ information data, settle payments owed to shareowners and provide customer service to investors.
Recommended for:
- Publicly-held or privately-held companies; equity issuers.
Broad services
We offer complementary services for equity issuers.
Specialized team
We have a dedicated team to meet client needs.
Other assets
We provide registrar services for other fixed income assets and restricted funds.
Market leadership
We are the largest registrar of shares listed at B3.
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Registration and bookkeeping Electronic registration of share ownership, encumbrances of shareowners, as well as maintenance of registry information and transfers of ownership outside the stock exchange environment.
Subscription Atendemos as empresas no processo de subscrição de ações com a parametrização e o cálculo dos direitos, bem como atendemos os acionistas para registrar a ordem de compra.
Payment settlement Payment calculation and settlement (dividends, IOC – interest on capital). |
Digital Shareholder Meeting Shareholders in your company who own book entry shares can now easily participate in shareholders’ meetings using the internet. More than just convenience, the Digital Shareholder Meeting solution offers a flexible system for receiving, validating and reconciling votes as well as providing the voting results. Click here to see our new remote voting site.
Service to shareholders We offer shareholders many inquiries over the internet to verify positions and share transactions, payments of dividends and IOC, as well as information on returns for tax purposes. We also have an exclusive customer service division, in addition to personal assistance for assets registered by Itaú. To learn more about the service channels to investors, click here. |
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Stock options Itaú Investment Services offers companies distinct service for managing variable compensation programs involving stocks. We offer exercise with simultaneous sale, avoiding financial mismatching for participants.
Units Units are combined assets, such as common and preferred shares, which are traded together. Issuance or cancelation of units is executed in a system according to parity. We offer custody of underlying assets and bookkeeping of units. |
Corporate actions We execute the operationalization of many events, such as mergers, incorporations, spinoffs, bonuses, grouping, share splits. Reports on details and evolution of balances for monitoring purposes are available in the website. |
Registrar of Fixed income
Physical custody for issuers
Corporate trust
BDR
