Transparency and regulation
Compliance
Here we have compiled the policies, manuals and reference forms that govern Carpa Family Office's operations — in accordance with the regulations and governance principles that guide our work.
Documents
Policies and forms.
Public documents for viewing and downloading. If you have any questions, please contact our team by email at contato@carpafamilyoffice.com.
Annex IV — Portfolio Management Agreement Pricing Manual Business Continuity Plan Voting Policy Order Allocation and Splitting Policy Risk Management Policy Code of Ethics and Internal Rules, Procedures and Controls Privacy Policy Employee Certification Policy Compliance and Internal Controls Policy Personal Investment Policy Reference Form (Carpa Gestora) — 31/12/2025 Employee Selection Policy Information Security and Cyber Security Policy AML/CFT and Registration Policy Third-Party Contracting Policy Reference Form (Carpa Consultoria) — 31/12/2025 Policy on Segregation of Duties Investment Policy