Brokerage and Consultancy

In order to operate with Riva y García, all you need to do is sign an Account Opening, Administration and Custody Agreement, giving you direct access to the Trading Desk, where our dealers can inform you at any time about the situation of the markets, the latest prices and any news related to the financial markets.

Our clients can also carry out their securities sales and purchases, receive immediate confirmation of the transaction, and are regularly informed of the status of transactions and accounts through the Riva y García On-line service on the Internet, or by means of an Asset Manager, where applicable.

The client may use our On-line service to consult their account status:

• Position statement
• Statement showing the operations for each deal or settlement
• Return for each period
• Tax information
• CIS valuation (if applicable)

All of this with the flexibility of being able to choose any date, account groupings, sectorisation, notifications by email, portfolio downloads, etc.

Our clients are also sent regular documentation by ordinary mail, and can thereby obtain:

• Monthly/quarterly notification of all the transactions carried out
• Monthly/quarterly summary of all operations
• Portfolio valuation
• Annual tax information