WE CREATE MARKET LEADERS
STRICT ETHICAL PRINCIPLES
Ideal H+K Strategies
Rodrigo Pinotti +55 11 4873 7927
Thais de Araújo +55 11 4873 7947
Paula Pereira +55 11 4873 7979
Please note that certain regulatory documents specifically prepared in attendance to the Brazilian regulations are available only in a portuguese version.
Code of Ethics and Compliance Manual
Código de Ética e Regras de Conduta
Regras, Procedimentos e Descrição dos Controles Internos, elaborados para o cumprimento da Instrução CVM 558/15
Política de Gestão de Risco
Política de Investimento Pessoal
Manual de Precificação de Ativos - Patria
Manual de Precificação de Ativos - Itaú (custodiante e controlador dos fundos administrados pelo Patria)
Política de Rateio e Divisão de Ordens
Política de Voto
Formulários de Referencia (ICVM 558 Anexo 15-II):
Patria Investimentos Ltda.
Patria Infraestrutura Gestão de Recursos Ltda.
PIP Administração de Recursos Ltda.
Thanks for accessing the website (the “Site”) of Patria Investments Ltd. and its affiliates (collectively, "Patria"). By using this Site, you hereby accept and agree to abide by the following terms and conditions (“Terms and Conditions”). You acknowledge your understanding that these Terms and Conditions constitute a binding agreement between you and Patria (sometimes referred to as “we” or “us”) that governs your access and use of the Site, which includes all contents on or through the Site (together, "Content").
Please read these Terms and Conditions carefully before using this Site. Each time you use the Site you accept and agree to abide by these Terms and Conditions. If you do not accept the Terms and Conditions stated herein, do not use the Site. Your breach of any provision of these Terms and Conditions revoke and terminate your right to access the Site and you will be fully liable for conversion, misappropriation, and all other claims and causes arising from or relating to your continued use of the Site after such breach.
Limited Right to Use
Patria grants you a limited right to use the Site. Your right to use the Site is subject to your agreement to abide by these Terms and Conditions in their entirety, as well as any other rules, procedures, policies, terms or conditions that govern all or any portion of the Site. At any time and for any reason Patria may revoke your right to use all or any portion of the Site.
Updates to the Site
Patria reserves the right to make changes to the Site and these Terms and Conditions at any time without prior notice to you. For this reason, each time you use the Site, you should visit and review the then-current Terms and Conditions that apply to your use of the Site.
You may not violate or attempt to violate the security of the Site. You are prohibited from violating or attempting to violate the security of the Site, including, without limitation, (a) accessing data not intended for you or logging onto a server or an account which you are not authorized to access; (b) disabling, removing, defeating, or avoiding any security device or system, including, without limitation, any password and login functionality used to authenticate users; (c) attempting to probe, scan or test the vulnerability of a system or network or to breach security or authentication measures without proper authorization; (d) attempting to interfere with service to any user, host or network, including, without limitation, via means of submitting a virus to the Site, overloading, "flooding," "spamming," "mailbombing" or "crashing;" (e) sending unsolicited email, including promotions and/or advertising of products or services; (f) forging any TCP/IP packet header or any part of the header information in any email or posting; (g) using or attempting to use any engine, software, tool, agent or other device or mechanism (including, without limitation, browsers, spiders, robots, avatars or intelligent agents) to navigate or search the Site other than the search engine and search agents available on the Site and other than generally available third party web browsers; (h) reverse engineering, decompiling or disassembling the underlying software; (i) removing any notices, warnings, labels, annotations or instructions from any portion of the Site or any related material, including, without limitation, any patent, trademark, copyright, or other proprietary notices or license provisions; or (j) otherwise invading the privacy of, obtaining the identity of, or obtaining any personal information about any user of the Site.
You may download or copy Content only to the extent such download is expressly permitted in writing on the Site. No right, title or interest in any downloaded materials or software is transferred to you as a result of any such downloading or copying. You may not reproduce (except as noted above), publish, transmit, distribute, display, modify, sell or participate in any sale of or exploit in any way, in whole or in part, any of the Content, the Site or any related software.
Nothing on the Site shall be interpreted as granting any license or right to use any image, trademark, trade dress, logo or service mark on the Site. Anything transmitted to the Site by you becomes Patria’s property and may be used by us for any lawful purpose. Patria reserves all rights with respect to copyright and trademark ownership of all material on the Site, and will enforce such rights to the full extent of the law. All trademarks and logos displayed on this website are the property of their respective owners, who may or may not be affiliated with our organization.
No Offers or Reliance
The information on this website is provided for informational purposes only. No Content or other material on the Site shall be used or considered as an offer to sell or a solicitation of any offer to buy the securities or services. Offers can only be made where lawful under, and in compliance with, applicable law.
Patria makes no representations that transactions, products or services discussed on the Site are available or appropriate for sale or use in all jurisdictions or by all investors. Those who access the Site do so at their own initiative and are responsible for compliance with local laws or regulations.
While Patria uses reasonable efforts to obtain information from reliable sources, Patria makes no representations or warranties as to the accuracy, reliability or completeness of any information or document at the Site obtained outside of Patria. Certain information on the Site may contain forward-looking statements, which reflect our views with respect to, among other things, our operations and financial performance. Such forward-looking statements are subject to various risks and uncertainties and speak only as of the date on which they are made. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from this indicated in these statements. You can identify these forward-looking statements by the use of words such as “outlook,” “indicator,” "believe," "expect," “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” "anticipate," "optimistic," "intend," “plan,” “estimate,” "aim," "will" or the negative version of these words or similar expressions. Patria undertakes no obligation to update publicly or revise any information on the Site, whether as a result of new information, future developments or otherwise. Opinions and any other Contents at the Site are subject to change without notice.
Patria is not utilizing the Site to provide investment or other advice, and no information or material at the Site is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions. In addition, no information, Content or other materials contained on the Site should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. Any transactions listed on the Site are included as representative transactions and are not necessarily reflective of overall performance.
Patria does not advise on the tax consequences of any investment.
Past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.
Limitation on Liability
We are not responsible for any damages or injury, including but not limited to special or consequential damages, that result from your use of (or inability to use) this website, including any damages or injury caused by any failure of performance, error, omission, interruption, defect, delay in operation, computer virus, line failure, or other computer malfunction. You acknowledge that we provide the contents of this website on an “as is” basis with no warranties of any kind. Your use of this website and use or reliance upon any of the materials on it is solely at your own risk.
Any Content downloaded or otherwise obtained through the Site is done at your own discretion and risk and you are solely responsible for any damage to your computer or other electronic system or loss of data that results from the download of any such Content. The foregoing limitation of liability will apply in any action, whether in contract, tort or any other claim, even if an authorized representative of Patria has been advised of or should have knowledge of the possibility of such damages.
Third Party Content
References on this Site to any names, marks, products or services of third parties, or hypertext links to third party sites or information or Content provided by third parties, are provided solely as a convenience to you and do not in any way constitute or imply our endorsement, sponsorship or recommendation of the third party, its information, materials or services.
Termination of Use
These Terms and Conditions are effective unless and until terminated by either you or Patria. You may terminate these Terms and Conditions at any time, provided that you discontinue any further use of the Site. We also may terminate these Terms and Conditions, in our sole discretion, at any time and may do so immediately without notice, and accordingly deny you access to the Site. Upon any termination of these Terms and Conditions by either you or us, you must promptly destroy all materials downloaded or otherwise obtained from the Site, as well as all copies of such materials, whether made under these Terms and Conditions or otherwise.
As a condition of your use of the Site, you agree to indemnify and hold Patria and its Associates harmless from and against any and all claims, losses, liability, costs and expenses (including, but not limited, to attorney’s fees), as incurred, arising from your use of the Site or related services or from your violation of these Terms and Conditions.
Representations and Warranties
You represent and warrant that: (i) you have full authority and all rights necessary to enter into and fully perform all of your obligations pursuant to these Terms and Conditions; (ii) you have not and you will not enter into any agreement or perform any act which might contravene the purposes and/or effects of these Terms and Conditions; and (iii) you will not delete any Content.
Effect on Other Agreements
Nothing contained in these Terms and Conditions is intended to modify or amend any other written agreement you may have with Patria (including without limitation any customer agreement, participation agreement or account agreement) (collectively, “Other Agreements”), if any, that may currently be in effect. In the event of any inconsistency between these Terms and Conditions and any Other Agreement, the Other Agreement will govern.