NEWS

Participation of Capital + Safi in the sustainable finance forum

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Perspectives in the Region, Climate Change and Global Standards and Guidelines, were the main topics discussed by experts, in a series of lectures, within the framework of the First International Forum on Sustainable Finance, organized by the Sustainable Finance Table of the Global Compact Bolivia of the United Nations, with the support of the Confederation of Private Entrepreneurs of Bolivia – CEPB in alliance with UNDP.

The forum was held with the aim of providing a space to address issues of Sustainable Finance, its importance, impact and link with the 2030 Agenda and the Compliance with the Sustainable Development Goals (SDG).

The event was held with the support of the British Embassy (UK).

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5. Disbursement for the purchase of the value

With the approval of the Investment Committee, receipt of the issuance documentation and the risk rating, the disbursement proceeds!

4. Investment Committee Approval

The Due Diligence process is reflected in an evaluation report that is sent to the Investment Committee for consideration of the operation.

3. Due Diligence

3.1.Issuance of securities:

It is important to have all the necessary documentation to carry out the issuance of securities. For this activity they have the support of the Capital Legal Area +SAFI.

3.2 Risk Rating:

The potential issuer must request the Risk Rating report from a rating agency authorized by the ASFI.

2. Negotiation of Terms and Conditions

2.1. The signing of the agreement of wills agreement is required.

2.2. Preparation of terms and conditions of a potential issue / investment

1. Initial Visit

In this first meeting we want to know your business, strategy and projections and we send an initial request for information.

5. Desembolso por la compra del valor

¡Con la aprobación del comité, recepción de la documentación de emisión y la calificación de riesgo se procede con el desembolso!

4. Consentimiento del Comité de Inversión

El proceso de Due Diligence se refleja en un informe de evaluación que es enviado a nuestro Comité de Inversión para la consideración de la operación.

3. Due Diligence

3.1. Emisión de título valores:

Es importante contar con toda la documentación necesaria para realizar la emisión de títulos valores. Para esta actividad tienen el apoyo del Área Legal de Capital +SAFI.

3.2 Calificación de Riesgo:

El potencial emisor debe solicitar el informe de Calificación de Riesgo a una calificadora autorizada por la ASFI.

2. Negociación de Términos y Condiciones

2.1 Se requiere la Firma del convenio acuerdo de voluntades.

2.2 Elaboración de términos y condiciones de una potencial emisión.

1. Visita Inicial

En esta primera reunión queremos conocer su negocio, estrategia y proyecciones y les hacemos llegar un requerimiento inicial de información.

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