Bocater - Bocater Camargo, Costa e Silva, Rodrigues Advogados

Pension Funds

Pension Funds

The Firm’s pension fund team is made up of skilled professionals with extensive knowledge and experience in the area of pension funds, who seek to offer their clients qualified legal advice on matters relating to this area.

Some of the services we provide in the practice:

  • Efforts geared towards publicly-held and closely-held private pension fund entities, as well as public pension entities;
  • Compliance with regulations;
  • Modeling of articles of incorporation of new entities, including those that are sponsored by public entities or geared towards lenders;
  • Advice on the structure of the entity’s internal governance;
  • Regulations for benefits plans;· Costing rules and their amendments;
  • Balancing of plans;· Interpretation of the rules for concession of benefits;
  • Processes of participant migration, portability, transfer of benefits plans, consolidation and spin-off of pension fund entities;
  • Advice on specific routines and procedures for the purpose of minimizing the liability of management and the respective sponsor;
  • Administrative revenue optimization;
  • Advice on the specific investment rules for pension fund entities;
  • Single investment transactions;· Taxation pension fund entities and their transactions, as well as their participants and beneficiaries;
  • Contracts with external service providers, especially with asset managers and administrators; and
  • Assistance with administrative processes, including inspections by the Superintendência Nacional de Previdência Complementar (PREVIC) and the Federal Insurance Commission (Superintendência de Seguros Privados - SUSEP), preparing and following defenses and appeals at higher levels of the justice system.

"The quality of work is very high. They are very committed, widely recognized and demonstrate high technical capacity."

Chambers Latin America