The right choice for your SEC reports
Conducting reports for the Securities and Exchange Commission requires technical precision, regulatory expertise and absolute control over data, structure and validations.
SUMAQ works on the preparation, structuring and submission of documents for the North American market, ensuring adherence to SEC standards and consistency at all stages of the process.
+30 years
of experience
Context
International filings involve a high degree of technical complexity
Multiple validations and interaction between different areas and external agents make the process challenging. The absence of a structured flow compromises information quality and increases exposure to regulatory risks.
Difficulty in consolidating financial information and narratives
Risks of inconsistency between data and documents
Complexity in applying EDGAR and iXBRL requirements
Excessive dependence on manual processes
Lack of control over versions and validations
SUMAQ conducts the SEC Filing process as an integrated flow, connecting data, documents and validations in a structured and collaborative environment.
Our approach combines technical knowledge, mastery of international regulatory standards and integration with specialized platforms.
Predictability
Controlled deadlines
Traceability
Complete history
Security
Protected data
About SUMAQ
Transform the way your company conducts international SEC filings
SUMAQ, through SUMAQ CodePrinter, is a reference in Brazil in the preparation and filing of documents for the SEC. We conduct international reports with a team with over 30 years of experience in regulatory market protocols.
We offer security in implementation in EDGAR, XBRL and iXBRL formats, applied to official filing in the SEC's electronic system. We prepare, review, connect and structure information consistently.
We perform quarterly, annual and occasional filings, always with clear audit trails and full transparency in the process. We work conventionally or through technology platforms such as Workiva and Broadridge.
SUMAQ works fluidly with internal teams, independent audits, law firms, coordinating banks and external professionals, ensuring control, traceability and predictability in operations of any complexity.
More productivity, less rework
And the confidence of operating with cutting-edge technology when filing your forms with the SEC.
Form Preparation
Forms prepared with technical rigor and informational clarity
SUMAQ prepares and structures the main forms required by the SEC, including:
Our process combines technical rigor, editorial standardization and intelligent data integrations. We work with financial information directly from the source, connecting it to texts and spreadsheets automatically.
iXBRL and Tagging
Technical precision for international validation and filing
SUMAQ performs complete tagging of financial statements and notes in iXBRL, covering:
We also conduct filings related to quarterly results, consolidated financial statements and material events disclosed via Form 6-K or 8-K.
Filing and Operational Flow
Continuous, collaborative and secure flow until final filing
SUMAQ conducts all stages until final submission in the EDGAR system, ensuring control and consistency throughout the process:
The entire flow is carried out in collaborative environments that ensure transparency, traceability and information governance.
Filing, Operation and Operational Integration
The ideal way of working for your operation's reality
Full operational service
Your team prepares the content and our team ensures structuring, adjustments and validation until the filing moment.
Assisted support
The company maintains autonomy within the reporting environment and receives technical support when needed.
Training and qualification
We prepare your teams to operate with confidence, autonomy and security in digital regulatory reporting environments.
(Internal Teams)
Audit
Advisory
Institutions
Banks
Agents
Integrated action with all process agents
SUMAQ acts as an integrating element of the operation, connecting internal teams, independent audits, law firms, coordinating banks and other agents involved.
This approach ensures fluidity in information exchange, alignment between parties and control over the entire process, increasing efficiency and reducing risks in operations of different levels of complexity.
Expertise that makes the difference
Our team combines deep technical knowledge with practical experience in complex regulatory operations.
Technical mastery of SEC and EDGAR standards
In-depth knowledge of regulations and technical requirements
Integrated data and document structuring
Optimized processes for maximum efficiency
Use of specialized platforms like Workiva
Market-leading compliance tools
Version control, validations and audit trails
Complete traceability of all changes
In our Clients' words
“The preparation of our 20-F with SUMAQ, using the Workiva platform, made the entire process much smoother. Real-time collaborative work allowed the integration of Stone's teams, including our external collaborators, resulting in a great gain in efficiency. The XBRL was prepared in its most modern version — inline XBRL (iXBRL) — directly on the platform, which greatly simplified the review process, in addition to being the first SEC filing in this format by a Brazilian company. The support provided by the SUMAQ team was impeccable and we were very satisfied with the agility of the process as a whole and the final result.”
Camila Del Poente
Head of Accounting and Reporting, Stone