Client Disclosure Documents
At Banorte Ventures Ltd., we are committed to maintaining transparency and providing our clients with easy access to important regulatory and disclosure documents. This page includes materials that describe our services, fees, conflicts of interest, and other key information relevant to your relationship with us. These disclosures are made available to help you make informed decisions about your investment advisory relationship.
If you have any questions regarding these materials or would like to request a printed copy, please contact us at [email protected]
Available Documents:
Regulatory Disclosures
- Form ADV Part 2A – Firm Brochure
Describes our business, services, fees, and conflicts of interest.
[Download PDF] - Form ADV Part 2A – Appendix 1 (Wrap Fee Program Brochure)
Describes the features, fees, and conflicts specific to our wrap fee program.
[Download PDF] - Form CRS – Client Relationship Summary
A short summary of our services, fees, legal obligations, and conflicts.
[Download PDF]
Privacy and Security
- Privacy Policy
Describes how we collect, use, and safeguard your personal information.
Read - Terms and Conditions
- Cybersecurity Statement
Overview of how we protect client data and ensure secure access.
Read
Client Communication and Notices
- Business Continuity Plan Summary
Overview of how we maintain operations during unexpected disruptions.
[Download PDF] - Complaint and Feedback Procedures
Explains how clients can raise concerns or submit feedback.
[Download PDF]