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INVESTRAT Group Code of Ethics

The Group is composed of companies and representatives in various jurisdictions, structured to provide tailored services to each client and their specific circumstances. INVESTRAT SAS is the main entity, located at Luis Alberto de Herrera 1248, Office 231, Montevideo, Republic of Uruguay.
RUT Number: 220019260013 | Company Registration Number: 8690582 | RNC Registration Number: 17885

1. Integrity and Transparency

At INVESTRAT SAS, integrity is the foundation of all our actions. We are committed to acting with honesty and ethical conduct in every interaction, maintaining direct and transparent communication with our clients, collaborators, and partners. The decisions and recommendations we provide are based on objective criteria and the best interests of our clients.

2. Confidentiality and Data Protection

Confidentiality is essential to our services. We handle all information provided by our clients with the highest level of protection and respect. We strictly comply with data protection regulations and ensure the responsible and secure use of financial and personal information.

3. Excellence and Professionalism

We are committed to maintaining the highest standards of quality in our services. Every member of the INVESTRAT SAS team contributes their expertise and specialized knowledge to ensure optimal results. We promote continuous improvement and professional development to consistently deliver top-tier advisory services.

4. Innovation and Flexibility

We recognize that the financial environment is dynamic and constantly evolving. Therefore, at INVESTRAT SAS, we encourage innovation in our strategies and solutions. We adapt to the changing needs of our clients, developing flexible proposals that align with their specific objectives and risk profiles.

5. Client Commitment and Personalization

Every client is unique, and our priority is to provide solutions that reflect this individuality. We are dedicated to thoroughly understanding our clients’ goals and expectations, offering personalized advice that maximizes their financial and asset well-being.

6. Regulatory Compliance and Legality

Compliance with legal and regulatory requirements is a fundamental pillar of our operations. At INVESTRAT SAS, we ensure that all our activities comply with applicable laws, both locally and internationally, promoting responsible and ethical financial practices.

7. Social Responsibility and Sustainability

We understand that our role extends beyond finance. Accordingly, we are committed to sustainable development and social well-being. We promote responsible practices that generate a positive impact on our communities and the environment in which we operate.