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CVMMonthlyFIF

CVM Monthly Report

Monthly report covering the fund's net assets, quotaholder movements and performance.

Filing Deadline

By the 10th business day of the following month

Frequency

Monthly

What it is

The CVM Monthly Report (Informe Mensal) consolidates closing net asset value, number of quotaholders, subscriptions and redemptions, quota value and returns. It is the main source of public data on open-ended investment funds in Brazil.

Who must comply

Administrators of open-ended funds (FIF) regulated by the CVM, except exclusive funds under certain conditions.

Penalties for non-compliance

Fine per day of delay, which may be applied simultaneously to the administrator and the manager.

Official source

Resolução CVM 175

How Arkar automates it

Generated automatically from the fund's accounting ledger. Auditable NAV, quota and return calculations, with submissions blocked on divergences.

View in Arkar Fund System