Mexico’s National Commission for the Protection and Defense of Users of Financial Services (CONDUSEF) published the fourth quarter 2025 results of its User Service Performance Index (IDATU) for broker-dealers (Casas de Bolsa), which assesses how well institutions handle and resolve user complaints. The sector scored 8.9 out of 10, a 0.02-point decline versus the prior quarter. IDATU evaluates timeliness of service, the quality of responses, and actions taken to improve internal processes, with an emphasis on equitable treatment of vulnerable groups such as older adults. The highest-scoring firms were Casa de Bolsa Banorte, Merrill Lynch México and Goldman Sachs México Casa de Bolsa (10 points each), followed by Casa de Bolsa Multiva (9.89) and Morgan Stanley Mexico Casa de Bolsa (9.86), while the lowest scores were recorded by Casa de Bolsa BBVA México (7.93), Casa de Bolsa Finamex (7.48) and Grupo Bursátil Mexicano Casa de Bolsa (7.00).
CONDUSEF 2026-04-17
Mexico’s National Commission for the Protection and Defense of Users of Financial Services publishes Q4 2025 broker-dealer IDATU score of 8.9 out of 10
Mexico’s National Commission for the Protection and Defense of Users of Financial Services published fourth quarter 2025 results of its User Service Performance Index for broker-dealers, with the sector scoring 8.9 out of 10, slightly below the prior quarter. The index evaluates timeliness, response quality and process improvements, highlighting top scores for Casa de Bolsa Banorte, Merrill Lynch México and Goldman Sachs México Casa de Bolsa, and the lowest scores for Casa de Bolsa BBVA México, Casa de Bolsa Finamex and Grupo Bursátil Mexicano Casa de Bolsa.