Study Scope: Assessment of operational processes related to Deposit flows and Securities transfer in the OTC Segment.

 Objective:  Identify improvement opportunities in transfer flows of assets held in the name of the same investors to provide greater agility and efficiency to B3 OTC Segment.

  • Asset Deposit (OTA – Stock Transfer Order)
  • Transfer between Custodians (STVM – Securities Transfer Request) 

Impact: Communication with the platforms that will execute the management of Transfer requests (iMercado and B3i) needs to be developed

Business value: Speed and security gains in managing asset transfer processes.

For further information, please contact your RM.