Clientes “Por Conta e Ordem”

18:51 Feb 7, 2014
This question was closed without grading. Reason: Other

Portuguese to English translations [PRO]
Bus/Financial - Finance (general)
Portuguese term or phrase: Clientes “Por Conta e Ordem”
Serão considerados CLIENTES FINAIS:
(i) ...
(iii) fundos de investimento;
(iv) clubes de investimento e (v) Clientes “Por Conta e Ordem”,
todos residentes no Brasil.
PaulaEsp
Local time: 11:12


Summary of answers provided
4 +1client Investments by account and order (code)
Marlene Curtis
4Clients "On behalf and by Order"
Ena Smith
4Customers "on account and order" of (aqui deve ter third parties ou quem for o agente)
Mario Freitas
3clients represented by third parties
Nick Taylor
3"For the Account and by Order" Customers
T o b i a s


  

Answers


2 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
Clients "On behalf and by Order"


Explanation:
Veja a pág. 17 parágrafo 13.5

Ref:http://www.morganstanley.com.br/prospectos/Rules-Parameters-...

Ena Smith
United States
Local time: 12:12
Specializes in field
Native speaker of: Portuguese
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23 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
client Investments by account and order (code)


Explanation:
Saiba mais: diariamente o Investshop Itaú transmite as aplicações para cada gestor, identificando os clientes através de um código (aplicação por “conta e ordem”, regulamentada pela Instrução CVM 409/04).

https://www.investshop.com.br/sitemaster/comocomprarevenderf...

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Note added at 4 hrs (2014-02-07 23:29:32 GMT)
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Trata-se de um código que identifica os investidores por conta e ordem (By account and order).

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Note added at 5 hrs (2014-02-07 23:57:19 GMT)
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Client investments


https://www.google.com/#q=investment clients


Marlene Curtis
United States
Local time: 12:12
Specializes in field
Native speaker of: Native in PortuguesePortuguese
PRO pts in category: 941

Peer comments on this answer (and responses from the answerer)
agree  Tatiana Elizabeth: Investments by account and order customers
4 hrs
  -> Thanks Tatiana ! However, they are bank investment clients.
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1 day 21 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
clients represented by third parties


Explanation:
clients represented by third parties

Nick Taylor
Local time: 17:12
Native speaker of: Native in EnglishEnglish
PRO pts in category: 36
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1 hr   confidence: Answerer confidence 3/5Answerer confidence 3/5
"For the Account and by Order" Customers


Explanation:
In quotes because of reference is to INSTRUÇÃO CVM Nº 409, DE 18 DE AGOSTO DE 2004

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Note added at 16 days (2014-02-23 19:25:31 GMT)
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e.g.
By means of ICMS Agreement 36/2010, the States of Espírito Santo and São Paulo and the Federal District will recognize the right to ICMS credits related to collections in import transactions for the account and by order of third parties, in which the importer and the purchaser are not in the same State and the ICMS due has not been collected for the State where the purchaser is located, as prescribed in ICMS Protocol 23/2009.
. . .
Finally, the execution of this Agreement does not represent consent by the other States to the provisions about import for the account and by order of third parties and about ordered import prescribed in ICMS Protocol 23/2009.
http://www.rolimvlc.com/en/knowledge/news/the-states-of-espi...



T o b i a s
Native speaker of: Native in EnglishEnglish
PRO pts in category: 78
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5 days   confidence: Answerer confidence 4/5Answerer confidence 4/5
Customers "on account and order" of (aqui deve ter third parties ou quem for o agente)


Explanation:
ok

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Note added at 23 days (2014-03-03 03:01:56 GMT)
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http://www.linguee.com.br/ingles-portugues/traducao/for acco...
http://www.coexbrasil.com.br/?page_id=2&lang=en
http://www.b2brazil.com/B2Brazil/hotsite/Default.asp?var_cod...

Mario Freitas
Brazil
Local time: 13:12
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 355
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