The new investment portability tool promises to revolutionize the capital markets in Brazil, simplifying the lives of investors and transforming the landscape for asset managers.
With Brazilian Securities and Exchange Commission – CVM Resolution 210, which will enter into force on 07/01/2025, the portability process will be standardized, simpler, safer, and more transparent. This will allow investors to move their assets between financial institutions quickly and efficiently, with greater clarity and predictability.
These changes provide investors with more control over their assets, enabling them to choose the best financial institution according to their goals and risk profile. Additionally, they position Brazil as a more competitive hub for international investments, benefiting both local managers and brokers looking to expand their global reach.
The regulation also ensures that portability occurs with full legal security, minimizing risks and making the market more reliable and structured.
With these changes, investors will gain the freedom to seek alternatives aligned with their interests, whether for better returns or portfolio management. At the same time, Brazil will strengthen its position as a destination for safe and transparent investments, attracting global players.