Governance

G5 Partners institutional documents

Best practices in resource management

G5 Administradora de Recursos LTDA. is approved and regulated by the Brazilian Securities and Exchange Commission (CVM) for the services of Securities Portfolio Manager and follows the best practices in resource management in the market through the Brazilian Association of Financial and Capital Market Entities (ANBIMA), as well as adherence to the Third Party Resource Management Code. We follow the Third Party Resource Management Code, which establishes principles and rules for asset and resource management activities. In this way, we maintain the highest ethical standards and professional conduct in all our actions. Learn more about the code.

Documents and compliance

Política de Rateio e Divisão de Ordens
Política de Seleção e Alocação de Ativos
Política de Aquisição e Monitoramento de Ativos de Crédito Privado
Código de conduta
Formulário de Referência WM
Manual de Gestão de Risco
Política de Compliance
Política de Exercício de Direito de Voto em Assembleias Gerais
Manual de Gestão de Risco de Liquidez

Consult the specific policies for each area of G5 Partners here.