Structuring assets

Settlement, custody and management of financial assets

Security and compliance at all stages of the asset transfer process.

IDEAS has in-depth knowledge of Euroclear operations, providing specialized consultancy services in the settlement, custody and management of financial assets, such as public and private bonds, shares, derivatives and investment funds - both nationally and internationally.

This technical mastery guarantees security, compliance and efficiency at every stage of the asset transfer process. Instruments such as Medium Term Notes (MTNs) require rigorous execution and adherence to international protocols. Our team works with the utmost diligence to ensure that each phase - from registration to settlement - takes place transparently, accurately and securely.

What needs to be defined before crossing borders

Legal formatting

Survey of available corporate options and choice of the most suitable model for the operation.

Requirements and authorizations

Survey of mandatory registrations, necessary documents and procedures for the regular start-up of the business.

Institutional structuring

Organization of the essential elements to guarantee legitimacy, continuity and integration with headquarters.

Priority sectors

  • Energy and the Energy Transition

    Regulatory mapping, incentives and legal structuring for clean and renewable energy projects in the destination country.

  • Environment and Sustainability

    Environmental compliance, licensing, ESG and liaison with environmental and multilateral bodies.

  • Education and Vocational Training

    Institutional and regulatory modeling for educational projects, public-private partnerships and international accreditation.

  • Technology and Innovation

    Intellectual protection strategies, incentives for innovation and regulatory alignment with local ecosystems.

  • Infrastructure and Mobility

    Structuring projects with a focus on concessions, partnerships and financing for transportation, sanitation and logistics.

  • Health and Life Sciences

    Regulatory analysis for devices, medicines and services, as well as compliance with international health standards.

Frequently asked questions

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