1. Actinver
Guadalupe Altamirano Fernández A01129900

2. History
oFounded in 1994 (Mexico,
Distrito Federal) as Operating
society of Investment
Companies
oIn 2005 initiates operations as
CASA DE BOLSA

3. Actinver´s mission to be a company
dedicated to mediation between
Mexican Stock Exchange and investors.
Always respecting our values and
commitment to society.
Mission

4. Vision
 Actinver´s vision, to be the number one company in Mexico, in mediating the stock
market in 2014.

5. oHonesty
oSimplicity
Values
oRespect
oHumanism

6. o
Investment Funds
o
Retirement Plans
o
Internet Operations
(Online Trading)
o
Market Changes
o
Trust Services
o
Market Analysis Reports
o
Social Welfare
o
o
Products
Capital Markets
Money market
o
Markets Derivatives and
o
Structured Products
Investment Banking

7. Location

Santa Fe, México, Distrito Federal

Satellite

Branches in:

Guadalajara

Monterrey

Plateros

Puebla

Centro

Veracruz

Altavista

Torreon

Culiacan

Aguascalientes

Puebla II

Chihuahua

Tijuana

Hermosillo

Toluca

León

Aguilas

Querétaro

Cuernavaca

Mazatlán

Guadalajara II

Mérida

San Luis Potosí

Morelia

Tampico

Tepic

8. Number of Employees
About 1760 employees

9. o Companies that are in the Mexican
Stock Exchange
o People that invest on companies
Customers
o People that want to make a retirement
plan.

10. Competitors
 Vector
 Monex
 J.P. Morgan
 Finamex
 Invex
 Barclays Capital

11. oActinver Bank
oBursanet
New Products
oStock
Challenging

12. Brokers are required to pass the:
Stockbroker
Buys and sells stocks and
other securities for both
retail
and
institutional
clients, through a stock
exchange or over the
counter, in return for a fee
or commission.
XII Chartered Institute for Securities
& Investment Certificate in
Securities, this qualification is
achieved by passing two exams:
Unit 1: FBI Financial regulations or Unit 10
Principles of Financial Regulation for
MiFID compliant retail trading
Unit 2: Securities, Unit 3: Derivatives or
Unit 4: for both Securities and
Derivatives.
 Passing Unit 10 or Unit 52 identifies
individuals as having attained FCA
Approved Person Status.