The institutional area proposal of XP Investments is unique once it combines services of a discount broker, state of the art technology and market-oriented advising.
The team is composed by professionals with experience in the sell side and the buy side motivated by the partnership orientation with heterogeneous and complementary profiles.
XP Investments is a full broker-dealer with products and solutions that assist clients with various strategies, being them fundamentalist, technical or quantitative ones.
Derivatives:
XP is the number 1 in the single stock derivatives ranking. We are specialists in strategies of hedge, leverage and arbitrage through the market of options exchange. This way we enable our clients with a combination of a fundamentalist view and the most adequate strategies with derivatives. The great volume of business of our current clients makes XP prominent by its agility and competitiveness in the pricing of these options.
Flow:
We are a solution for performing operations in the BM&FBOVESPA markets for national and international clients. Through a private own database, we have been able to map business opportunities even with lower liquidity papers.
Stock Loan - BTC:
XP Investments has an exclusive department for Stock Loan – BTC. We use a system that consolidates information from CBLC´s Securities Lending System gaining more efficiency and offering better opportunities for lenders and borrowers. We send daily reports with the trading floor highlights: oscillations, open positions, fees and main demands.
Daily Morning Call: in English available to Customers (Market oriented, written by former buy-side analysts and portfolio managers).
Road Show: We actively promote non-deal Road Shows to our clients in the one-one format, always with the presence of companies’ CEO or CFO.
We actively promote non-deal Road Shows to our clients in the one-one format, always with the presence of companies’ CEO or CFO.
Companies that have already participated:
MPX
Drogasil
Bic Banco
OGX
EBX group was well impressed with XP's team. The four open capital companies LLX, MMX, MPX e OGX have participated on non deal roadshows with XP and have been able not only to notice the good relations of XP with its investors but also they have already collected positive results, with more investors looking to papers and creating or reinforcing positions. XP's team is young, sturdy and very well
prepared.
Andrea Pereira - IR General-manager from EBX Group
We are prepared to offer a customized product that combines high technology solutions and an agile and efficient service.
Connectivity: FIX Proprietorial Engine, low latency – 2800 orders per second, supporting versions 4.2, 4.3 and 4.4.
Market Data in FIX: BOVESPA and BM&F.
Electronic Trading: complete infrastructure of GL-Trade. Tests environment for BOVESPA and BM&F.
Clients connected via Co-location to our Data Center for Equities and Futures.
Algorithmic Trading System for best execution:
pricing differential, Long Short, VWAP, TWAP, Volatility, Skew, Volume Participation, Best Price, Best Bid e Sniper.
Infrastructure and internal development:
direct connection with BOVESPA for quotes, direct connection via FIX for sending orders and a strong and dedicated server for strategies calculations.
XP BO (Back Office):
automated back office trade confirmation delivery through proprietary system that allows greater agility and speed in the settlement process. Low latency rates and best in class connection stability.
Currently, XP Education provides the largest financial educational program in the Brazilian market. There are over four thousand investors trained per month and approximately 45% of these students become customers of the brokerage house.
International Investors are allowed to hold any asset class available to domestic investors in Brazil. Resolution 2689 states that international investors who are not established or resident in the country, need to hire an institution to act as a Legal Representative, a Fiscal Representative and a Custodian.
WHO IS WHO
Legal representative:
Responsible to present all theregistration information of the investor to the Brazilian Authorities. When the representative is an individual or a non-financial corporation, the investor must indicate a financial institution duly authorized by the Central Bank that will be jointly and severally responsible for the representative’s obligation.
Fiscal representative
Responsible for taxes and fiscal issues on behalf of the investor before the Brazilian Authorities.
Custodian:
Responsible to hold updated reports and control all the assets of the international investor in segregated accounts, and provide this information anytime it is required, to the Authorities and to the investor.
1. Choose Banco BM&F, the official stock exchange financial institution, as your legal and fiscal representant and also your custodian.
2. The Banco BM&F will be responsible for the application of the investor’s Operational Code to the CVM. In 24 hours maximum, CVM will reply with the so-called CVM Code. Simultaneously CVM will request to the IRS (Brazilian Internal Revenue Services) an investor’s CNPJ (Legal Entity Federal Taxpayer Registry).
3. The funds brought into Brazil are subject to electronic registration at the Central Bank in declaratory form. The initial Electronic Declaratory Entry – RDE and subsequent updates are an obligatory requisite for movement across the foreign exchanges and must be obtained before such movements can take place. The representative is responsible for the registration of such operations.
4. Once the registration process in completed, set up a trading account at XP Investimentos.
5. XP will be your representative at BM&FBOVESPA and will execute your orders.
* international investments in equity instruments are tax exempt on capital gains. There is a 15% withholding tax on Investments from countries with low tax jurisdiction. There is no minimum permanence period requirement for the investment in Brazil
