SM-ECO-10060 · Portugal
Portugal · pt-eco-10060
chapter pt.chapter.v10 · supersedes pt.chapter.v9 · as of 2026-10-31 · node pt-cm-kg · https://pt.eu-cm-kg.ai/book/
ECO · pt.eco.v3 · supersedes pt.eco.v2 · produced 2026-10-31T02:12:44Z · signed on the node door
The catalogue starts from identifying the duty, obtaining the relevant facts, recognising constraints, supporting an action and preserving evidence. It retains the current page's sourceable information and extends the chapter beyond the page. Each regime is scoped to the instruments, actors and activities its evidence applies to. No tax or settlement value is treated as universal to a market.
jurisdiction_scopeTerritory, regime boundaries and cross-border applicability | not found |
|---|---|
competent_authoritiesRegulators, competent authorities and allocation of responsibility | Comissão do Mercado de Valores Mobiliários (CMVM) source https://www.cmvm.pt/ · dated not found |
duty_mapApplicable product-governance and suitability duties by activity and actor |
source https://mcp.getissuer.ai/mcp · dated not found |
regulated_activitiesActivities requiring authorisation and their scope | not found |
participant_categoriesIssuer, intermediary, investor and client categories | not found |
product_categoriesInstrument classes, exclusions and special regimes | not found |
issuer_and_listing_scopeDomicile, listing and issuer-status distinctions | not found |
exchanges_and_venuesVenue identities linked to AMP records |
source https://live.euronext.com/en/markets/lisbon · dated not found |
information_storesAuthoritative regulated-information repositories | CMVM Sistema de Difusão de Informação (SDI). Código dos Valores Mobiliários art. 367.º: 'A CMVM organiza um sistema informático de difusão de informação acessível ao público' that may include inside information, qualifying holdings, 'documentos de prestação de contas e prospetos'; issuers send regulated information 'para o sistema de difusão de informação previsto no artigo 367.º' source https://www.cmvm.pt/PInstitucional/PdfViewer?Input=BD12F41E520CDAFFF75B90AF23BA69E7657211F1D47115CA3A827FD7BB002AA6488643DC75728BAD6BCE40CB9827D4BD · dated not found |
store_lookupDocumented lookup methods and identifier requirements | CMVM SDI > Emitentes > 'Todas as comunicações': filters Pesquisa, Entidade, Data de início, Data de fim; sub-pages for Informação privilegiada, Informação periódica, Participações, Governo societário, Operações de mercado source https://www.cmvm.pt/PInstitucional/ContentSDI?Input=18A4903D05DB868545AEF4B26128C4A8329FF9DF1ABE55400EDD7B3CBC0552E6 · dated not found |
periodic_reportingPeriodic duties, deadlines, triggering events and exceptions |
source https://www.cmvm.pt/PInstitucional/PdfViewer?Input=BD12F41E520CDAFFF75B90AF23BA69E7657211F1D47115CA3A827FD7BB002AA6488643DC75728BAD6BCE40CB9827D4BD · dated not found |
ad_hoc_disclosureEvent-driven and inside-information disclosure obligations | CVM art. 29.º-Q(3): 'A divulgação de informação privilegiada por emitentes, bem como o diferimento da sua divulgação, regem-se pela legislação da União Europeia relativa ao abuso de mercado' (EU MAR art. 17); art. 29.º-Q(4): issuers inform the CMVM of a reasoned decision to delay disclosure; art. 29.º-K: other listed events disclosed 'imediatamente' source https://www.cmvm.pt/PInstitucional/PdfViewer?Input=BD12F41E520CDAFFF75B90AF23BA69E7657211F1D47115CA3A827FD7BB002AA6488643DC75728BAD6BCE40CB9827D4BD · dated not found |
filing_formatsRequired formats, validation requirements and document types | ESEF. CMVM: 'A informação financeira em formato ESEF corresponde à versão oficial de reporte financeiro anual para efeitos da Diretiva da Transparência. Eventuais versões em formato pdf são apenas divulgadas numa base voluntária e, em caso de divergência, prevalece a versão ESEF.' source https://www.cmvm.pt/PInstitucional/ContentDynamic?Input=8EEB6DACEF2A9D615F517A0F069F665FEC826E9E3EC6D79E0F054CAAAC987833 · dated not found |
filing_languagesRequired or accepted languages and translation conditions | CVM art. 29.º-F (Regime linguístico): issuers with Portugal as home Member State and securities admitted only to a Portuguese regulated market publish regulated information 'a) Em português; ou b) Em inglês, exceto se a CMVM a tal se opuser...; ou c) Noutro idioma aceite pela CMVM'; if admitted in more than one Member State, additionally in a language accepted by the other authorities. Art. 6.º: information likely to influence non-professional investors in Portugal 'em português ou acompanhada de tradução para português' (CMVM may waive) source https://www.cmvm.pt/PInstitucional/PdfViewer?Input=BD12F41E520CDAFFF75B90AF23BA69E7657211F1D47115CA3A827FD7BB002AA6488643DC75728BAD6BCE40CB9827D4BD · dated not found |
prospectus_regimeOffering and admission requirements, exemptions and thresholds | not found |
product_disclosuresProduct documents and pre-contract information duties | not found |
takeover_regimeOffer rules, control triggers and shareholder treatment | not found |
ownership_reportingSignificant holdings, beneficial ownership and notification duties | not found |
short_sellingRestrictions, disclosure, locate or borrowing requirements, emergency measures | not found |
market_abuseInsider dealing, manipulation and related disclosure regimes | not found |
trading_controlsMarket-wide trading constraints and intervention powers | not found |
market_calendarAuthoritative calendars and exceptional closures | Euronext cash market 'will be open Monday to Friday throughout 2026 except on the following days'; Lisbon full closures: 1 Jan, Good Friday 3 Apr, Easter Monday 6 Apr, 1 May, 25 Dec; half trading days 24 and 31 Dec. (CVM art. 18.º(2) also requires the CMVM to publish the trading-day calendar on its SDI) source https://www.euronext.com/en/trading/trading-hours-holidays · dated not found |
halts_sourcesOfficial halt and suspension sources with scope | Euronext 'Suspended instruments for regulatory reasons' (all Euronext venues; columns Halted, MIC, Issuer, ISIN, Name, Code, Group, Type, Reason, Resumption; filter MIC XLIS for Lisbon) source https://live.euronext.com/en/markets/lisbon · dated not found |
identifiersSecurity and entity identifier conventions and validation sources | not found |
isin_prefixISIN prefix information and its limits as a jurisdiction indicator | PT - Interbolsa - Sociedade Gestora de Sistemas de Liquidacao e de Sistemas Centralizados de Valores Mobiliarios, S.A. listed by ANNA for Portugal source https://anna-web.org/identifiers/ · dated not found |
lei_requirementsLegal Entity Identifier requirements and authoritative lookup references | GLEIF 'Get an LEI' issuer filter, jurisdiction Portugal: Bloomberg Finance L.P.; Bundesanzeiger Verlag GmbH; EQS Group GmbH; GS1 AISBL; KDD - Centralna klirinško depotna družba d.o.o.; Krajowy Depozyt Papierów Wartościowych S.A. (KDPW); London Stock Exchange LEI Limited; Nordic Legal Entity Identifier AB (NordLEI); The Irish Stock Exchange Plc (Euronext Dublin); Ubisecure Oy (RapidLEI); WM Datenservice. No Portugal-based LOU listed source https://www.gleif.org/en/organizational-identity/get-an-lei-vlei/get-an-lei-find-lei-issuing-organizations · dated not found |
settlementSettlement cycles by instrument and venue, exceptions and transition dates | not found |
clearing_and_custodyClearing, depository, custody and asset-protection frameworks |
source https://ind.millenniumbcp.pt/pt/Institucional/investidores/Documents/divida/2018/PTBCPCBM0041_FinalTerms-SMTN-Sr20_EN.pdf · dated 6 September 2018 |
corporate_actionsRights, elections, notices and procedural deadlines | not found |
retail_accessRetail distribution limits, access restrictions and safeguards |
source https://www.esma.europa.eu/sites/default/files/2023-11/ESMA35-335435667-4520_Compliance_table_on_ESMA_Guidelines_on_MiFID_II_product_governance__2023_.pdf · dated 25 October 2024 |
cross_border_accessForeign participation and cross-border offering or service restrictions | not found |
fees_and_leviesTransaction taxes, statutory levies and relevant charges | not found |
conduct_and_conflictsConduct, inducement and conflict-management duties relevant to distribution |
source https://www.esma.europa.eu/sites/default/files/2023-11/ESMA35-335435667-4520_Compliance_table_on_ESMA_Guidelines_on_MiFID_II_product_governance__2023_.pdf · dated 25 October 2024 |
recordkeepingRetention, evidence, format and reconstruction requirements | not found |
complaints_and_redressComplaint, escalation and redress routes | not found |
effective_changesEnacted, proposed and transitional changes, kept distinguishable | not found |
additional_duty_fieldsFurther sourceable duty-relevant fields, introduced through a versioned catalogue extension | not found |
ACM · pt.acm.v3 · supersedes pt.acm.v2 · produced 2026-10-31T01:50:21Z · signed on the node door
The register revision is incorporated by reference to ACM-68000 (Agent Clearance Manifest) canonical text v1.0 §8.1 and is not redrawn here. These are chapter attachment fields connecting the chapter to that register; they never redefine rule_version, signal meanings or revision internals.
register_revision_refExact immutable revision governed by ACM-68000 §8.1 |
source https://www.esma.europa.eu/sites/default/files/2023-11/ESMA35-335435667-4520_Compliance_table_on_ESMA_Guidelines_on_MiFID_II_product_governance__2023_.pdf · dated 25 October 2024 |
|---|---|
register_schema_refAuthoritative register-revision schema and its version | ACM-68000 canonical text v1.0 §8.1 — a register revision source https://acm-68000.org/ · dated 2026-10-30 |
chapter_evidence_refImmutable chapter version and section from which the revision was produced |
source https://mcp.getissuer.ai/mcp · dated 2026-10-31 |
rule_applicabilityMarket-specific applicability evidence for the referenced revision | not found |
shared_revision_refShared-family revisions produced by the apex, where applicable |
source https://www.esma.europa.eu/sites/default/files/2023-08/ESMA35-43-3448_Guidelines_on_product_governance.pdf · dated 03/08/2023 |
national_overlay_refSeparately versioned national additions or exceptions | not found |
revision_change_evidenceSources supporting selection or succession of the referenced revision |
source https://www.esma.europa.eu/sites/default/files/2023-11/ESMA35-335435667-4520_Compliance_table_on_ESMA_Guidelines_on_MiFID_II_product_governance__2023_.pdf · dated 25 October 2024 |
standard AIO-10060 · AI Orderability
AIO · pt.aio.v4 · supersedes pt.aio.v3 · produced 2026-10-31T20:08:01Z · signed on the node door
The chapter describes the source-backed determination framework. A product-specific orderability result requires the product record, the client category, the relevant evidence and the applicable rule revision; this section never manufactures that result from market membership alone. It adds no field to the deployed receipt.
product_scopeProducts and instrument categories covered by the target-market regime | not found |
|---|---|
distribution_conditionsPermitted distribution methods and constraints | not found |
required_assessmentsSuitability, appropriateness or other assessment requirements and triggers | not found |
product_documentationRequired product, risk and target-market documents |
source https://www.esma.europa.eu/sites/default/files/2023-08/ESMA35-43-3448_Guidelines_on_product_governance.pdf · dated 03/08/2023 |
manufacturer_distributor_rolesResponsibilities and information exchange between actors |
source https://www.esma.europa.eu/sites/default/files/2023-08/ESMA35-43-3448_Guidelines_on_product_governance.pdf · dated 03/08/2023 |
review_triggersRequired review events and periodic review conditions |
source https://www.esma.europa.eu/sites/default/files/2023-03/ESMA35-43-3448_Final_report_on_MiFID_II_guidelines_on_product_governance.pdf · dated 27 March 2023 |
evidence_requirementsEvidence needed to support a scoped outcome | not found |
exceptionsSource-backed exceptions with conditions and boundaries |
source https://www.esma.europa.eu/sites/default/files/2023-08/ESMA35-43-3448_Guidelines_on_product_governance.pdf · dated 03/08/2023 |
orderability_profile_refSchema for the product, market and client-class outcome produced under these rules | not found |
sourcesSupporting documents and provenance not attached to a specific field |
source https://www.esma.europa.eu/sites/default/files/2023-11/ESMA35-335435667-4520_Compliance_table_on_ESMA_Guidelines_on_MiFID_II_product_governance__2023_.pdf · dated 25 October 2024 |
standard AMP-10060 · Agentic Market Protocol
AMP · pt.amp.v2 · supersedes pt.amp.v1 · produced 2026-10-31T02:47:24Z · signed on the node door
Each venue record is keyed by its evidenced Market Identifier Code (MIC). Where an activity has no applicable code, the gap is preserved with a separately typed reference; no code is invented. This section supplies reference information only; it establishes no entitlement, permission to route or order placement. A later permission profile requires its own actor, instrument, action and endpoint evidence.
source https://www.iso20022.org/sites/default/files/ISO10383_MIC/ISO10383_MIC.csv · dated 20230424
venue_identityVenue name, operator and authoritative identity evidence |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
|---|---|
venue_scopeOperating or segment scope, products and jurisdiction bindings | not found |
rules_pageAuthoritative venue rule source | Euronext Rule Book II - Non-Harmonised Market Rules (Euronext Lisbon), https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
haltsOfficial halt information and applicability scope | not found |
calendarSessions, holidays and exceptional closures | not found |
gatesDocumented entry, membership and access prerequisites | not found |
reference_endpointsPublic reference locations with purpose and source | not found |
settlement_linksRelated market or venue settlement records | not found |
sourcesAdditional source-backed venue evidence | not found |
source https://www.iso20022.org/sites/default/files/ISO10383_MIC/ISO10383_MIC.csv · dated 20231023
venue_identityVenue name, operator and authoritative identity evidence |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
|---|---|
venue_scopeOperating or segment scope, products and jurisdiction bindings |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
rules_pageAuthoritative venue rule source | not found |
haltsOfficial halt information and applicability scope | not found |
clearing_houseClearing relationships by instrument and service |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
participant_rolesDefined participant categories and responsibilities |
source https://www.euronext.com/sites/default/files/2023-11/Euronext%20Lisbon%20Access%20EN_Clean_Publication_0.pdf · dated 2025-01-31 |
market_maker_obligationsSource-backed obligations and exemptions for market makers |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
gatesDocumented entry, membership and access prerequisites | not found |
settlement_linksRelated market or venue settlement records | not found |
change_noticesVersioned rules changes and operational notices |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
sourcesAdditional source-backed venue evidence |
source https://www.euronext.com/sites/default/files/2026-01/rule_book_ii_euronext_lisbon_en_clean.pdf · dated 19 JANUARY 2026 |
source https://www.iso20022.org/sites/default/files/ISO10383_MIC/ISO10383_MIC.csv · dated 20231023
venue_identityVenue name, operator and authoritative identity evidence |
source https://www.euronext.com/sites/default/files/2024-04/euronext_growth_harmonised_rulebook_i.pdf · dated 2 MAY 2024 |
|---|---|
venue_scopeOperating or segment scope, products and jurisdiction bindings | not found |
haltsOfficial halt information and applicability scope | not found |
participant_rolesDefined participant categories and responsibilities |
source https://www.euronext.com/sites/default/files/2024-04/euronext_growth_harmonised_rulebook_i.pdf · dated 2 MAY 2024 |
market_maker_obligationsSource-backed obligations and exemptions for market makers | not found |
reference_endpointsPublic reference locations with purpose and source | not found |
settlement_linksRelated market or venue settlement records | not found |
change_noticesVersioned rules changes and operational notices |
source https://www.euronext.com/en/regulation/mtfs-operated-euronext · dated 17/04/2024 |
sourcesAdditional source-backed venue evidence | not found |
standard ESG-10060 · Sustainability Disclosure
ESG · pt.esg.v2 · supersedes pt.esg.v1 · produced 2026-10-31T02:59:53Z · signed on the node door
Sustainability disclosure remains a specialised ECO record with its rules in ACM. A jurisdiction's adoption of a framework is distinct from the framework's application to a particular issuer or period; the schema preserves that distinction and never turns disclosure availability into a sustainability rating.
regimeNamed sustainability-disclosure regime and its scope | not found |
|---|---|
authorityResponsible issuing or supervisory authorities |
source https://www.esma.europa.eu/sites/default/files/2023-11/ESMA35-335435667-4520_Compliance_table_on_ESMA_Guidelines_on_MiFID_II_product_governance__2023_.pdf · dated 25 October 2024 |
applicabilityCovered entities, products, thresholds and exemptions | not found |
adoption_stageProposal, adoption, commencement and transitional operation, distinguished | not found |
effective_datesEffective intervals and staged commencement conditions | not found |
disclosure_dutiesRequired disclosures, reporting periods and filing obligations | not found |
reporting_standardsReferenced disclosure standards and applicable editions | not found |
taxonomyClassification frameworks, criteria and binding status | not found |
climate_requirementsSource-backed climate disclosure requirements and scope | not found |
assuranceRequired assurance, qualifications and transition conditions | not found |
filing_store_and_formatAuthoritative destination and required filing format | not found |
interoperabilityRecognised equivalence, mapping or substituted-compliance provisions | not found |
rule_revision_refApplicable immutable ACM disclosure-rule revisions | not found |
sourcesSupporting regime and disclosure evidence | not found |