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FIP Quarterly Report

Quarterly report exclusive to FIPs (Brazilian private equity funds) detailing portfolio investments and governance.

Filing Deadline

Within 45 days after the end of the quarter

Frequency

Quarterly

What it is

The FIP Quarterly Report details equity stakes in investee companies, capital changes, exits, mark-to-market valuations and active participation in the investees' governance. It is mandatory under the FIP-specific regulation.

Who must comply

Administrators of FIPs — Seed Capital, Emerging Companies, Infrastructure, Multi-Strategy and the other categories.

Penalties for non-compliance

Fine for late filing, warning and, in serious cases, suspension of fundraising.

Official source

Resolução CVM 175

How Arkar automates it

A dedicated FIP workflow: investee registry, valuations, corporate actions and automatic generation of the quarterly report.

View in Arkar Fund System