2025-08-01 | DOF 5764410

Added · Updated

Modifications to the General Provisions Establishing the Investment Regime for Specialized Investment Companies of Retirement Savings Funds

The National Retirement Savings System Commission modifies the General Provisions governing the investment regime for Specialized Investment Companies of Retirement Savings Funds. The amendments replace the term 'State Productive Enterprises' with 'State Public Enterprises' to align with constitutional reforms, introduce prudential risk management controls for Structured Instruments, and establish that exceeding limits in Annex S and Annex S bis constitutes a breach. The rules also adjust the extended limits for Annex S bis for quarters 148, 149, and 150 to match Annex S, prohibit Basic Investment Companies from acquiring new Structured Instruments from ID 132 onwards, and restrict Pension Basic Investment Companies from acquiring individual shares or FIBRAS directly. These modifications enter into force on the business day following their publication in the Official Journal of the Federation.

Secretaria de Hacienda y Credito Publico logo

Mexico

Secretaria de Hacienda y Credito Publico

Click to view full text

More like this from SHCP

SHCP published 20 documents in the last 30 days. We email you each new one the day it's published.

Topics
Share