- \n
- Un proceso \u00e1gil que permite a las empresas emitir valores con menos requisitos<\/li>\n
- Aplica a acciones, instrumentos de deuda, valores respaldados por activos e instrumentos estructurados.<\/li>\n<\/ul>\n
Tipos de emisoras simplificadas y montos m\u00e1ximos<\/strong><\/p>\n
- \n
- Nivel I: Hasta 75 millones de UDIs\u00b9 por emisi\u00f3n y 900 millones de UDIs\u00b2 anuales (solo deuda).<\/li>\n
- Nivel II: Hasta 1,250 millones de UDIs\u00b3 por emisi\u00f3n y acumulados anuales (deuda y valores respaldados por activos).<\/li>\n
- Acciones: Capital social de hasta 1,250 millones de UDIs\u2074 anules.<\/li>\n<\/ul>\n
Principales requisitos<\/strong><\/p>\n
- \n
- Entidades con al menos 2 a\u00f1os de operaci\u00f3n y generaci\u00f3n de ingresos.<\/li>\n
- Estados financieros auditados y presentaci\u00f3n de reportes trimestrales.<\/li>\n
- Calificaci\u00f3n crediticia obligatoria para emisiones de Nivel II y valores respaldados por activos.<\/li>\n<\/ul>\n
\u00bfQui\u00e9n puede participar?<\/strong>\u00a0<\/strong><\/p>\n
Inversionistas institucionales y calificados, es decir, aquellos con inversiones superiores a 1.5 millones de UDIs\u2075 o ingresos anuales de 500,000 UDIs\u2076.<\/p>\n
Supervisi\u00f3n y transparencia:<\/strong>\u00a0<\/strong><\/p>\n
- \n
- Reglas espec\u00edficas para informaci\u00f3n financiera peri\u00f3dica y eventos relevantes.<\/li>\n
- Flexibilizaci\u00f3n de costos regulatorios para incentivar la participaci\u00f3n.<\/li>\n
- Supervisi\u00f3n de cumplimiento por parte de Bolsas de Valores y CNBV.<\/li>\n<\/ul>\n
Beneficios clave<\/strong>\u00a0<\/strong><\/p>\n
- \n
- Menos requisitos administrativos y legales que las emisiones tradicionales.<\/li>\n
- Inscripci\u00f3n en solo 2 d\u00edas h\u00e1biles, previa opini\u00f3n favorable de la<\/li>\n
- En ciertos casos, no se requiere oferta p\u00fablica (fusiones o escisiones).<\/li>\n
- Acceso restringido a inversionistas institucionales, lo que contribuye a la estabilidad en la demanda.<\/li>\n<\/ul>\n
Para m\u00e1s informaci\u00f3n, favor de contactar al \u00e1rea de mercado de capitales de Nader, Hayaux & Goebel<\/strong>.<\/p>\n
\u00b9Aproximadamente $625 millones de pesos.
\n\u00b2Aproximadamente $7,525 millones de pesos.
\n\u00b3Aproximadamente $10,455 millones de pesos.
\n\u2074Aproximadamente $10,455 millones de pesos.
\n\u2075Aproximadamente $12.5 millones de pesos.
\n\u2076Aproximadamente $4.1 millones de pesos.<\/p>\n
\nNew Simplified Registration Framework: Greater Agility For Issuers And New Investment Vehicles\u00a0<\/strong><\/h4>\n
On January 21, 2025 the secondary provisions regulating the simplified registration of securities were published in the Official Gazette of the Federation. This new mechanism stems from the reform of the Securities Market Law on December 28, 2023.<\/p>\n
This framework offers an attractive alternative for companies seeking swift financing in the capital markets and for investors interested in diversifying their portfolios with new investment vehicles.<\/p>\n
Key Aspects:<\/p>\n
What is Simplified Registration?<\/strong>\u00a0<\/strong><\/p>\n
- \n
- A streamlined process that allows companies to issue securities with fewer regulatory requirements.<\/li>\n
- Applies to stocks, debt instruments, asset-backed securities, and structured instruments.<\/li>\n<\/ul>\n
Types of Simplified Issuers and Maximum Amounts<\/strong>\u00a0<\/strong><\/p>\n
- \n
- Level I: Up to 75 million UDIs\u00b9 per issuance and 900 million UDIs\u00b2\u00a0annually (debt only).<\/li>\n
- Level II: Up to 1,250 million UDIs\u00b3 per issuance and annually (debt and asset- backed securities).<\/li>\n
- Stocks: Share capital of up to 1,250 million UDIs\u2074 annually.<\/li>\n<\/ul>\n
Main Requirements<\/strong>\u00a0<\/strong><\/p>\n
- \n
- Entities must have at least 2 years of operations and revenue generation.<\/li>\n
- Audited financial statements and submission of quarterly reports.<\/li>\n
- Mandatory credit rating for Level II issuances and asset-backed securities.<\/li>\n<\/ul>\n
Who Can Participate?<\/strong>\u00a0<\/strong><\/p>\n
Institutional and qualified investors, meaning those with investments exceeding 1.5 million UDIs\u2075\u00a0or annual income of 500,000 UDIs\u2076.<\/p>\n
Supervision and Transparency:<\/strong>\u00a0<\/strong><\/p>\n
- \n
- Specific rules for periodic financial reporting and material events.<\/li>\n
- Reduced regulatory costs to encourage participation.<\/li>\n
- Compliance oversight by Stock Exchanges and the CNBV (National Banking and Securities Commission).<\/li>\n<\/ul>\n
Key Benefits<\/strong>\u00a0<\/strong><\/p>\n
- \n
- Fewer administrative and legal requirements compared to traditional issuances.<\/li>\n
- Registration in just 2 business days, subject to the Stock Exchange\u2019s favorable opinion.<\/li>\n
- In certain cases, no public offering required (e.g., mergers or spin-offs).<\/li>\n
- Restricted access to institutional investors, contributing to demand stability.<\/li>\n<\/ul>\n
For more information, please contact the Capital Markets team at Nader. Hayaux & Goebel<\/strong>.<\/p>\n
\u00b9Approximately MXN 625 million
\n\u00b2Approximately MXN 7,525 million
\n\u00b3Approximately MXN 10,455 million
\n\u2074Approximately MXN 10,455 million
\n\u2075Approximately MXN 12.5 million
\n\u2076Approximately MXN 4.1 million<\/p>\n![\"image_pdf\"](\"https:\/\/www.nhg.mx\/wp-content\/plugins\/pdf-print\/images\/pdf.png\" "\\"View")
<\/a>![\"image_print\"](\"https:\/\/www.nhg.mx\/wp-content\/plugins\/pdf-print\/images\/print.png\" "\\"Print")
<\/a><\/div>","protected":false},"excerpt":{"rendered":"El pasado 21 de enero de 2025 se publicaron en el Diario Oficial de la Federaci\u00f3n las disposiciones secundarias que regulan la inscripci\u00f3n simplificada de valores, un nuevo mecanismo derivado de la reforma a la Ley del Mercado de Valores del 28 de diciembre de 2023. Este nuevo esquema representa una alternativa atractiva para empresas…<\/p>\n