White label platform for foreign investment giving access to the Fixed Income and Variable Income asset classes. Ideal for Brazilian partners who cater to the B2C audience and want to add these products to their portfolio. In addition, it can also integrate the foreign exchange solution with a foreign currency quotation for sending and receiving remittances for the purpose of the investment. The solution is scalable and available via API.
OSLO DTVM. ("OSLO DTVM") is a Brazilian securities distributor duly authorized by the Brazilian Central Bank ("BCB") and the Brazilian Securities and Exchange Commission ("CVM")
We are a company established for the provision of Fund Administration, Trustee, Market Making, Capital Market Services and Wealth Management and Introducing Broker services for overseas intermediation.
The Introducing Broker service consists of OSLO DTVM acting as an intermediary channel between the investor and the international financial market through the establishment of a partnership with a foreign institution authorized in its country of origin.
In this partnership, the financial services provided by OSLO DTVM to the public residing in Brazil consist of investment account brokerage for securities operations issued abroad.
To provide the brokerage service, a partnership has been signed between OSLO DTVM and Northbound Securities LLC, Vest Fi Inc and SAKS GLOBAL AGENTE DE VALORES S.A.
The remuneration between the companies is given through the payment of fees and commissions due on a monthly basis, which are calculated based on the number of accounts opened or the amount of investment in the period.
Oslo DTVM only performs the brokerage service with regulated entities in their countries, thus being monitored and inspected by local regulators.
The assets are held in custody on partner platforms chosen by the client and they are covered by the SIPC (Securities Investor Protection Corporation) in the case of American entities. Additionally, the platforms are regulated or operate through a FINRA (Financial Industry Regulatory Authority)-regulated broker.
SIPC is an entity which protects customer accounts by providing coverage of up to $500,000, of which $250,000 can be utilized for cash claims. For more information on SIPC, please refer to the explanatory leaflet available upon request or visit the www.sipc.org website.
Additionally, although OSLO DTVM has been contracted to provide brokerage services abroad, these are performed exclusively in other countries and under the rules and regulations applicable there. Such services have not been registered and are not subject to the supervision of the CVM (Brazilian SEC) or any other Brazilian regulatory body. The jurisdiction of the CVM is restricted to the territory of the Federative Republic of Brazil and, therefore, its supervisory power is limited to the performance of OSLO DTVM, its intermediary company in Brazil. Investors in Brazil who have become clients of partner platforms through OSLO DTVM may contact [email protected] for complaints or questions about the offer of brokerage services provided by partner platforms.
In order for clients to invest abroad, they must complete the registration on the partner platform and wait for approval. All required documents must be submitted before opening the account, otherwise it will not be possible to proceed. Once approved, the customer can only transfer the amounts to the new account through an account of the same ownership. Transfers between different ownerships are not permitted.
IOF is levied on operations, as well as income tax.
It is of paramount importance that the client considers their own financial situation, conducts thorough research, and consults with a qualified tax professional before making any investment decisions. The information described herein is of a general nature and does not replace the need for hiring individualized and specific services on taxes, legislation or investment planning.
Yes, your income report sent to the Federal Revenue Service of Brazil must include all financial transactions made through this account. Foreign investments do not follow a differentiated fiscal pathway. For further details, it is essential to seek specialized services.
Yes, online investments abroad have the inherent risks of the activity itself, due to system response, execution price, speed, liquidity, system performance, market volatility, macroeconomic factors, as well as other factors. An investor should understand these and other risks before making any investments.
