Actinver is a Mexican financial services firm founded in 1994 that operates as a brokerage house. Its mission is to mediate between the Mexican stock exchange and investors while upholding values of honesty, simplicity, respect, and humanism. It offers various investment and banking products and services and has over 1760 employees across multiple locations in Mexico. Actinver aims to be the top brokerage firm in Mexico by 2014.

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.