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Practice Area Finance and Governance

Matters of banking, capital markets, real estate, insurance and governance are all increasingly inter-connected. Thus SÉRVULO operates a department that handles all these areas in an integrated fashion, providing support across the transactional and regulatory spectrum.

SUB-AREAS Finance and Governance

SÉRVULO provides regular counsel to credit institutions and finance companies, has vast experience of financial operations and debt restructuring, routinely assists with the development of banking products and services, and is particularly skilled in handling complex national and international transactions. The firm also represents clients in their dealings with the relevant regulatory authorities, seeking authorisations for credit institutions, investment companies, holding companies and respective qualified shareholders.

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Manuel Magalhães Paulo Câmara Verónica Fernández Carla Parreira Leandro Francisco Boavida Salavessa Francisco Mendes Correia Inês Palma Ramalho Joana Pinto Monteiro Sofia Thibaut Trocado

SÉRVULO’s capital markets team distinguishes itself for being equally adept at handling transactional and regulatory matters. In regulatory terms, the firm is rigorous in ensuring that financial brokers and listed companies fulfil all their legislative requirements, while on the transactional front, the team excels in advising on public offerings and private security placements, and in all areas of asset management, particularly in questions relating to investment funds, pension funds and venture capital.

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Manuel Magalhães Paulo Câmara Verónica Fernández Francisco Boavida Salavessa Francisco Mendes Correia Inês Palma Ramalho Joana Pinto Monteiro Sofia Thibaut Trocado

SÉRVULO has deep knowledge and experience of institutional governance. The team is particularly well-versed at recommending corporate governance models relating to restructuring procedures, handling amendments to board member remuneration policies and advising on frameworks for board member meetings. Another area of expertise is company membership entitlement, especially in regards to institutional investors.

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Paulo Câmara Francisco Boavida Salavessa Francisco Mendes Correia

The firm advises clients on all matters relating to insurance law, ranging from companies contracting insurers to insurers fulfilling their regulatory requirements. The team is especially well-practised in advising on authorisation proceedings relating to insurer activities, the transfer of insurance portfolios, the acquisition of qualified shares in insurers and the implementation of insurance products, on a national and international basis, whether traditional or finance-related (e.g. unit-linked). SÉRVULO also has a proven track record in providing governing counsel to insurance companies, chiefly in regards to information provision requirements, remuneration policy and governance models.

Related Team
Manuel Magalhães Paulo Câmara Francisco Boavida Salavessa Francisco Mendes Correia Inês Palma Ramalho Joana Pinto Monteiro