Oliveira Trust

Website

www.oliveiratrust.com.br

Services

In app support

Oliveira Trust is a distinguished financial services company deeply rooted in the capital markets, boasting over three decades of expertise in fiduciary services. The company, acquired by its current controllers in May 1991, has consistently built upon a rich legacy of more than 20 years dedicated to the primary and secondary securities markets prior to the acquisition. It operates a sophisticated digital platform, delivering innovative and secure fiduciary solutions tailored for a diverse clientele, including individual and institutional investors, as well as corporate issuers.

At its core, Oliveira Trust provides a comprehensive suite of specialized services. These include acting as a principal interlocutor and fiduciary agent for various financial instruments such as debentures and Real Estate Receivables Certificates (CRIs). The company also serves as a trustee in complex structured securitization operations and offers robust securities custody services. Furthermore, Oliveira Trust is a proficient administrator of various investment funds, encompassing Credit Rights Investment Funds (FIDC), Real Estate Investment Funds (FII), Private Equity Funds (FIP), and other funds regulated by CVM Instruction 409.

Expanding its extensive service portfolio, Oliveira Trust offers controlled linked account (Escrow) services, provides qualified solutions for non-resident investors to meet regulatory requirements, and delivers diligent fiduciary administration and fund controllership, which includes precise asset pricing, expense provisioning, and net asset value calculation. The company is also a key provider of bookkeeping, contract control, and the registration and custody of securities, notably being the first entity accredited to perform CCI registrations on B3. With a dedicated team specializing in the structuring of securities and investment fund operations, and acting as a guarantee agent for private credit transactions, Oliveira Trust manages over R$1.5 trillion in active operations, alongside billions in administration and custody, ensuring comprehensive support for intricate financial transactions while upholding strong corporate governance practices.

Locations

• Rio de Janeiro, Rio de Janeiro