Ilustración sección

Obtaining ISIN and DGS codes

Knowing the ISIN and DGS codes of investment portfolios is essential for banks and fund managers in order to carry out transfers of funds and pension plans. For various reasons, some institutions do not make them very accessible to their end customers, who are currently responsible for obtaining them manually in order to provide them to their new institution and initiate the transfer. Because of the difficulty, there is a significant repudiation rate.

In addition, the availability of these codes via APIs is of great value for the analysis of investment portfolios, because it enables the process of categorisation and tracking.

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