Operational Information

Investment Fund Market Guide – Mexico

Investment Fund Services | Market Coverage | Mexico

Reference

Service level
CBL
Last Updated
26.04.2022

Key features (Register market)

Yes/No

Remarks

Settlement free of payment

Yes

Settlement against payment

Yes

Refer to CBL’s Eligible currencies and the fund currency specified in fund prospectus.

Disclosure Requirements

No

Refer to Disclosure Requirements – Investment Funds – Mexico.

Restrictions on customer

No

Refer to Holding Restrictions – Investment Funds – Mexico

Restrictions on settlement

No


Remarks

Market type / link type (Settlement link)

Register market

Eligible fund types / legal forms in CBL

Register market: Mutual funds structured as corporations (sociedades anónimas de capital variable).

CSD link: n/a

Eligible fund types in CBL

Register market

Investment funds are known as mutual funds in Mexico and structured as corporations (sociedades anónimas de capital variable). There are two types of investment funds recognized by the Investment Funds Law and eligible in CBL:

  • Equity Securities Investment Funds (fondos de inversión de renta variable)
  • Debt Investment Funds (fondos de inversión en instrumentos de deuda)