Brazil CVM Filings for Proxy Advisors

Brazil filings proxy advisor workflows lean on the Formulário de Referência for board, compensation, and related-party narratives. apicvm lists and downloads FRE (and DFP/ITR) over HTTP so researchers can cite document UUIDs. It is not a voting platform, AGM ballot system, or ISS/Glass Lewis clone.

The persona

  • Governance analysts preparing Brazil issuer briefings
  • Policy teams comparing compensation language across peers
  • Engineers automating FRE section archives for review seasons

The problem

Task Typical filing
Board / independence FRE
Compensation FRE
Related financial context DFP / ITR

Portal ZIP dumps lose stable IDs and make peer diffs painful.

Solution flow

Issuer universe → resolve → list FRE (name filters) → download → cite UUID
curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=PSSA3&type=FRE&year=2024&perPage=50"

Related deep-dive: FRE governance sections.

Example: FRE inventory for a slate

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}

docs = requests.get(
    f"{BASE}/v1/documents",
    headers=H,
    params={"ticker": "PSSA3", "type": "FRE", "year": 2024, "perPage": 50},
).json()["data"]
for d in docs:
    print(d["id"], d["name"])

Current limitations

  • Not a source for meeting agendas, vote recommendations, or beneficial ownership registries
  • Section filters via name are substring matches — validate before quoting
  • Async extraction required for page-level markdown (Pro)

Next steps

Ready to integrate?

Get an API key and start querying Brazilian CVM filings programmatically.