Banking

On an institutional level, Sérvulo has experience in dealing with the competent supervisory authorities in the authorisation proceedings for credit institutions, investment companies and holdings and respective owners of qualifying shareholdings.
Sérvulo also has significant expertise in the area of financial procurement - namely banking agreements (including, in addition to classic financing methods, acquisition finance and real estate finance) and financial intermediation agreements.

Capital Market

The distinguishing feature of Sérvulo’s financial team is its lengthy experience in dealing with the regulatory aspects of capital markets. Amongst the range of financial operations that it is capable of supporting, a number of specific areas stand out. These include the assistance provided to public and private placements of securities (takeover bids, operations to increase share capital), admission to trading on a regulated market (IPOs) and public-to-private operations. All aspects of modern asset management are covered, specifically investment funds, pension funds and risk capital.

Governance

Sérvulo’s contribution in this area is based on a comprehensive understanding of Corporate Governance. We stand ready to provide legal assistance for the preparation of changes to corporate governance structures and to remuneration policies for members of corporate management bodies. Sérvulo also provides legal assistance for the exercise of corporate rights by institutional and non-institutional investors.

Insurance Law

We offer insurance law services to our clients on both the insurance policy and regulatory sides of this practice area. Sérvulo also provides legal assistance for authorisation proceedings of insurers, for insurance portfolio transfer procedures, for the acquisition of qualifying holdings in insurers and for the domestic and international placement of insurance products, whether of a traditional nature or where involving financial insurance (e.g. unit-linked). Lastly, Sérvulo also provides assistance regarding the governance of insurance companies – particularly as regards disclosure obligations, remuneration policy and governance structures.