By Decree-Law No. 357/2007 of October 31 was created in Portugal the figure of Investments Advisory Companies (SCI) on Financial Instruments, defining investment advice and the provision of personal recommendations to a client, in its quality of actual or potential investor.
Our History
On 7 October 2009, the Portuguese supervisor for the financial market (CMVM) authorized the formation of MM Private SCI Lda, being assigned the registration number 333 with CMVM
The Private SCI was thus licensed to perform the activities of investment advice, for professional or non-professional clients, and reception and transmission of orders on behalf of a third party.
