Benefits of accessing our client portal

Everything the client needs, all in one space.

My INTERBOLSA is a dynamic space, adaptable to the needs of our clients as well as the requirements of the market and industry.

What are the advantages of accessing my interbolsa

 

What My INTERBOLSA offers to our Clients:

Financial Intermediaries

Services

Requests and downloads

  • Event Notifications – Information related to corporate actions on securities
  • ISIN Information:
    • Inquiry requests for detailed information (Term sheet) concerning both registered and unregistered securities in the centralised systems managed by Euronext Securities Porto
    • Queries regarding all ISIN codes allocated by Euronext Securities Porto, as the National Numbering Agency
    • ISIN information subscription requests, available on a daily / weekly basis

Queries

  • Securities registered in the centralised systems
  • Securities with an ISIN code assigned (registered and unregistered 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)

Client profile

  • Contacts – Quick, automated and customised 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

Useful information

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

Issuers

Services

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

Queries

  • 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)

Client profile

  • 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

Useful information

  • Information required for the registration of securities at Euronext Securities Porto
  • Working Papers
  • Fee Books
  • Services provided to Issuers
  • Presentations (Workshops)