POLÍTICAS – ENGLISH – RC Wealth Management

RC Wealth Management

POLICIES

At RC Wealth Management, transparency, security, and integrity are the pillars of our work.

Code of Ethics RC Wealth Management

Our Code of Ethics is the foundation of our professional conduct, ensuring that all our actions are guided by transparency, integrity, and respect.

This document reflects our commitment to the highest standards of governance, guaranteeing that our relationship with you is always fair, objective, and aligned with your best interests.

Suitability Policy

To ensure you invest safely and intelligently, our Suitability Policy makes certain that all investment recommendations are rigorously aligned with your profile.

This document details our process for understanding your goals, risk tolerance, and financial knowledge, ensuring that every solution we provide is perfectly suited to your current stage of life.

Compliance Manual RC Wealth Management

The Compliance Manual at RC Wealth Management demonstrates our strict adherence to financial market regulations and standards.

It establishes internal procedures that ensure the legality of our operations, the prevention of conflicts of interest, and the protection of your assets—guaranteeing that all our services are conducted with the highest level of responsibility and professionalism.

Securities Trading Policy

Our Securities Trading Policy defines the rules for the transparent and fair management of client transactions.

This policy outlines clear guidelines that prevent conflicts of interest and ensure that all operations are carried out fairly, in line with the best market practices, with the primary goal of protecting and maximizing the value of your investments.

Reference Form (Legal Entity)

The Reference Form is an essential document for corporate clients. It contains key information about the company, its structure, and its activities, as required by regulatory authorities.

Filling out this form is a fundamental step to guarantee transparency and legal compliance in the delivery of our services.

RC Wealth Management is a Rio Capital Group brand.
Reproduction of this material, in whole or in part, is prohibited without prior authorization.

Offices

Ipanema - Rio de Janeiro

Rua Visconde de Pirajá, 595 – Room 1203
Phone: +55 (21) 3828-0169  
Email: contato@rcwm.com.br

Vila Olímpia - São Paulo

Rua Pequetita 145, Room 94 – Almar Building
Phone: +55 (11) 4550-3570  
Email: contato@rcwm.com.br