+507 839-2964 inquiry@LachaiseInvestment.com

Regulatory Compliance Excellence

Lachaise Investment Fund maintains the highest standards of regulatory compliance across Panama and Portugal, ensuring investor protection and operational integrity.

Our Commitment to Compliance

At Lachaise Investment Fund, regulatory compliance is not just a requirement - it's the foundation of our operational excellence and client trust.

We maintain rigorous compliance programs that meet and exceed the regulatory standards of both Panamanian and Portuguese financial authorities. Our dedicated compliance team continuously monitors regulatory developments to ensure our practices remain at the forefront of industry standards.

15+

Years Compliance Experience

100%

Audit Success Rate

24/7

Compliance Monitoring

Regulatory Framework

Panama Regulations

Fully compliant with Superintendencia del Mercado de Valores (SMV) regulations and the Panama Securities Market Law.

Portugal Regulations

Adheres to Comissão do Mercado de Valores Mobiliários (CMVM) requirements and EU financial directives.

International Standards

Implements best practices from FATF, IOSCO, and other international regulatory bodies.

Compliance Standards We Uphold

Our comprehensive compliance framework covers all critical regulatory requirements

Anti-Money Laundering (AML)

Robust AML policies and procedures to detect and prevent money laundering activities, including comprehensive client due diligence and transaction monitoring.

Know Your Customer (KYC)

Thorough client identification and verification processes to ensure we understand our clients' financial activities and risk profiles.

Financial Reporting

Accurate and timely financial reporting in accordance with International Financial Reporting Standards (IFRS) and local regulatory requirements.

Data Protection

GDPR-compliant data handling and protection measures to safeguard client information and ensure privacy.

Market Conduct

Adherence to fair market practices, preventing market abuse, insider trading, and ensuring transparent pricing.

Investor Protection

Mechanisms to safeguard investor assets, ensure fair treatment, and provide clear disclosure of risks and fees.

Benefits of Our Compliance Framework

Our rigorous compliance approach delivers tangible benefits to our clients and stakeholders.

Enhanced Investor Protection

Robust safeguards for client assets and personal information.

Market Confidence

Strong compliance enhances our reputation and market standing.

Reduced Legal Risks

Minimized exposure to regulatory penalties and legal actions.

Operational Efficiency

Streamlined processes that reduce redundancy and errors.

Compliance Process Overview

Risk Assessment

Comprehensive evaluation of regulatory risks specific to each investment strategy and jurisdiction.

Policy Development

Creation of tailored compliance policies that address identified risks and regulatory requirements.

Implementation

Integration of compliance controls into daily operations and investment processes.

Monitoring & Testing

Ongoing surveillance of transactions and periodic testing of compliance controls.

Reporting & Audit

Regular reporting to regulators and independent compliance audits.

Regulatory Certifications

SMV Licensed

CMVM Approved

ISO 27001

FATF Compliant

Compliance Services

Specialized compliance solutions for institutional and individual investors

Compliance Audits

Independent assessments of your compliance framework and regulatory adherence.

Policy Development

Customized compliance manuals and procedures tailored to your organization.

Training Programs

Comprehensive compliance training for employees at all levels.

Implementation Support

Practical assistance with implementing compliance frameworks and controls.

Continuous Monitoring

Ongoing compliance surveillance and regulatory change management.

Audit Preparation

Preparation and support for regulatory examinations and audits.

Compliance FAQs

Answers to common questions about our regulatory compliance framework

Our compliance procedures undergo formal review at least annually, or more frequently when there are significant regulatory changes. We also conduct quarterly testing of key controls to ensure effectiveness.

Yes, client assets are held in segregated accounts with reputable custodians. We maintain strict separation between client assets and company funds at all times.

We implement a tiered data privacy framework that meets the strictest requirements of all jurisdictions we operate in, including GDPR for European clients and local regulations in Panama and Portugal.

Our AML program includes comprehensive client due diligence, ongoing transaction monitoring, suspicious activity reporting, and regular staff training. We employ advanced analytics to detect unusual patterns.

Request Compliance Consultation

Our compliance experts are available to discuss your regulatory requirements and how we can help your organization maintain the highest standards.