Currently, some rollovers have a differentiation in Tag 762 (e.g. Tag 762 = 140 – Financial Rollover, 141 Agricultural Rollover, etc.) identifying the different types of rollovers while EDSs only come with Tag 762 = 90 – Strategy, without this distinction. Therefore, we will include a characterization domain, for example (Tag 762 = xxx – DV01 Neutral and UP Neutral).

B3 Clearinghouse will soon begin to accept Real Estate Investment Funds (FIIs) shares as collateral for asset buy and sell trades. This measure aims to increase efficiency in capital allocation and expand the collateral options available to participants. Furthermore, investors will also be able to offset margins between assets with the same risk factor, which may reduce the total collateral requirement. The project contributes to the growth of the FII market and provides greater flexibility to investors.

Specific enhancements for the 2024 peak season include new treatment for votes originating from the same investor and custodian, which were previously rejected for duplicity. Performance improvements were also implemented to generate the vote map. In addition, B3 made improvements to the CICORP system, including an adjustment to minimize errors when selecting ISIN numbers during Distance Voting Bulletin (BVD) registration. None of these changes require market adaptations.